# Westwood Holdings Group Inc (WHG)

Source: https://www.quantisnow.com/company/WHG
Generated: 2026-11-07T01:11:37.626Z

- Ticker: WHG
- Exchange: NYSE
- Sector: Finance
- Industry: Investment Managers
- SEC CIK: 0001165002
- Website: westwoodgroup.com

## About

Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.

## Latest WHG news and filings

- 2026-11-05 21:15 UTC [SEC Form 10-Q] [SEC Form 10-Q filed by Westwood Holdings Group Inc](https://www.quantisnow.com/insight/sec-form-10-q-filed-by-westwood-holdings-group-inc-6776680)
- 2026-11-05 21:13 UTC [SEC Form 8-K] [Westwood Holdings Group Inc filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits](https://www.quantisnow.com/insight/westwood-holdings-group-inc-filed-sec-form-8-k-results-of-6776569)
- 2026-11-05 21:10 UTC [Earnings] [Westwood Holdings Group, Inc. Reports Third Quarter 2026 Results](https://www.quantisnow.com/insight/westwood-holdings-group-inc-reports-third-quarter-2026-results-6776407)
- 2026-11-05 13:00 UTC [Dividends] [Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI), Westwood Enhanced Income Opportunity ETF (YLDW) and Westwood Enhanced Power & Infrastructure ETF (PWRX)](https://www.quantisnow.com/insight/westwood-announces-monthly-income-distributions-for-westwood-salient-enhanced-midstream-6774816)
- 2026-10-22 12:00 UTC [Earnings Date] [Westwood Holdings Group, Inc. to Host Third Quarter 2026 Conference Call/Webcast](https://www.quantisnow.com/insight/westwood-holdings-group-inc-to-host-third-quarter-2026-conference-6754421)
- 2026-10-12 12:00 UTC [Dividends] [Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST),Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)](https://www.quantisnow.com/insight/westwood-announces-monthly-income-distributions-for-westwood-salient-enhanced-midstream-6743468)
- 2026-09-17 12:00 UTC [Dividends] [Westwood Launches Westwood Salient Enhanced Power & Infrastructure ETF (PWRX), the First ETF to Launch on the Texas Stock Exchange](https://www.quantisnow.com/insight/westwood-launches-westwood-salient-enhanced-power-infrastructure-etf-pwrx-the-6718423)
- 2026-09-02 12:00 UTC [Dividends] [Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST),Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)](https://www.quantisnow.com/insight/westwood-announces-monthly-income-distributions-for-westwood-salient-enhanced-midstream-6702347)
- 2026-08-24 19:05 UTC [SEC Form N-PX filed by Westwood Holdings Group Inc](https://www.quantisnow.com/insight/sec-form-n-px-filed-by-westwood-holdings-group-inc-6692544)
- 2026-08-20 12:00 UTC [Dividends] [Westwood to Launch Westwood Salient Enhanced Power & Infrastructure ETF (PWRX) as the First New ETF on the Texas Stock Exchange](https://www.quantisnow.com/insight/westwood-to-launch-westwood-salient-enhanced-power-infrastructure-etf-pwrx-6689423)
- 2026-08-14 21:07 UTC [SEC Form 13F-HR filed by Westwood Holdings Group Inc](https://www.quantisnow.com/insight/sec-form-13f-hr-filed-by-westwood-holdings-group-inc-6683635)
- 2026-08-13 12:00 UTC [Conference Announcement] [Westwood Salient Enhanced Energy Income ETF (WEEI) Surpasses $100 Million in Assets](https://www.quantisnow.com/insight/westwood-salient-enhanced-energy-income-etf-weei-surpasses-100-million-6679367)
- 2026-08-12 20:37 UTC [Amendment: SEC Form SCHEDULE 13D/A filed by Westwood Holdings Group Inc](https://www.quantisnow.com/insight/amendment-sec-form-schedule-13da-filed-by-westwood-holdings-group-6678267)
- 2026-08-07 20:47 UTC [SEC Form 4] [Director Ryan Janice was granted 5,889 shares, increasing direct ownership by 102% to 11,669 units (SEC Form 4)](https://www.quantisnow.com/insight/director-ryan-janice-was-granted-5889-shares-increasing-direct-ownership-6671968)
- 2026-08-06 20:21 UTC [SEC Form 10-Q] [SEC Form 10-Q filed by Westwood Holdings Group Inc](https://www.quantisnow.com/insight/sec-form-10-q-filed-by-westwood-holdings-group-inc-6669421)
- 2026-08-06 20:16 UTC [SEC Form 8-K] [Westwood Holdings Group Inc filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits](https://www.quantisnow.com/insight/westwood-holdings-group-inc-filed-sec-form-8-k-results-of-6669287)
- 2026-08-06 20:10 UTC [Earnings Date] [Westwood Holdings Group, Inc. Reports Second Quarter 2026 Results](https://www.quantisnow.com/insight/westwood-holdings-group-inc-reports-second-quarter-2026-results-6668987)
- 2026-08-05 12:00 UTC [Dividends] [Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)](https://www.quantisnow.com/insight/westwood-announces-monthly-income-distributions-for-westwood-salient-enhanced-midstream-6664042)
- 2026-07-27 13:00 UTC [WEBs Defined Volatility℠ Sector ETFs Celebrate One Year of Helping Investors Navigate Volatile Markets](https://www.quantisnow.com/insight/webs-defined-volatility-sector-etfs-celebrate-one-year-of-helping-6649242)
- 2026-07-22 12:00 UTC [Earnings Date] [Westwood Holdings Group, Inc. to Host Second Quarter 2026 Conference Call/Webcast](https://www.quantisnow.com/insight/westwood-holdings-group-inc-to-host-second-quarter-2026-conference-6644666)
- 2026-07-07 23:32 UTC [SEC Form 4] [Director Emerita Byrne Susan M sold $164,877 worth of shares (8,465 units at $19.48) as part of a pre-agreed trading plan, decreasing direct ownership by 4% to 230,444 units (SEC Form 4)](https://www.quantisnow.com/insight/director-emerita-byrne-susan-m-sold-164877-worth-of-shares-6630639)
- 2026-07-01 23:26 UTC [SEC Form 4] [Amendment: Director Emerita Byrne Susan M sold $247,812 worth of shares (12,557 units at $19.73) as part of a pre-agreed trading plan, decreasing direct ownership by 5% to 238,909 units (SEC Form 4)](https://www.quantisnow.com/insight/amendment-director-emerita-byrne-susan-m-sold-247812-worth-of-6623821)
- 2026-07-01 23:07 UTC [SEC Form 4] [Amendment: Director Emerita Byrne Susan M sold $53,883 worth of shares (2,944 units at $18.30) as part of a pre-agreed trading plan, decreasing direct ownership by 1% to 255,766 units (SEC Form 4)](https://www.quantisnow.com/insight/amendment-director-emerita-byrne-susan-m-sold-53883-worth-of-6623798)
- 2026-06-30 22:24 UTC [SEC Form 4] [Director Emerita Byrne Susan M sold $246,551 worth of shares (12,494 units at $19.73) as part of a pre-agreed trading plan, decreasing direct ownership by 5% to 239,017 units (SEC Form 4)](https://www.quantisnow.com/insight/director-emerita-byrne-susan-m-sold-246551-worth-of-shares-6621401)
- 2026-06-25 20:49 UTC [SEC Form 4] [Director Emerita Byrne Susan M sold $79,041 worth of shares (4,300 units at $18.38) as part of a pre-agreed trading plan, decreasing direct ownership by 2% to 251,511 units (SEC Form 4)](https://www.quantisnow.com/insight/director-emerita-byrne-susan-m-sold-79041-worth-of-shares-6616161)
- 2026-06-22 20:54 UTC [SEC Form 4] [Director Emerita Byrne Susan M sold $53,057 worth of shares (2,899 units at $18.30) as part of a pre-agreed trading plan, decreasing direct ownership by 1% to 255,811 units (SEC Form 4)](https://www.quantisnow.com/insight/director-emerita-byrne-susan-m-sold-53057-worth-of-shares-6611098)
- 2026-06-16 21:03 UTC [SEC Form 4] [Director Emerita Byrne Susan M sold $160,158 worth of shares (8,911 units at $17.97) as part of a pre-agreed trading plan, decreasing direct ownership by 3% to 258,710 units (SEC Form 4)](https://www.quantisnow.com/insight/director-emerita-byrne-susan-m-sold-160158-worth-of-shares-6605227)
- 2026-06-12 22:11 UTC [SEC Form 4] [Director Emerita Byrne Susan M sold $89,106 worth of shares (5,100 units at $17.47) as part of a pre-agreed trading plan, decreasing direct ownership by 2% to 267,621 units (SEC Form 4)](https://www.quantisnow.com/insight/director-emerita-byrne-susan-m-sold-89106-worth-of-shares-6601338)
- 2026-06-09 22:42 UTC [SEC Form 4] [Director Emerita Byrne Susan M sold $54,241 worth of shares (3,123 units at $17.37) as part of a pre-agreed trading plan, decreasing direct ownership by 1% to 272,721 units (SEC Form 4)](https://www.quantisnow.com/insight/director-emerita-byrne-susan-m-sold-54241-worth-of-shares-6596039)
- 2026-06-03 12:00 UTC [Dividends] [Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST),Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)](https://www.quantisnow.com/insight/westwood-announces-monthly-income-distributions-for-westwood-salient-enhanced-midstream-6585848)
- 2026-06-02 20:49 UTC [SEC Form 4] [Director Emerita Byrne Susan M sold $45,901 worth of shares (2,830 units at $16.22) as part of a pre-agreed trading plan, decreasing direct ownership by 1% to 275,844 units (SEC Form 4)](https://www.quantisnow.com/insight/director-emerita-byrne-susan-m-sold-45901-worth-of-shares-6584707)
- 2026-05-28 20:32 UTC [SEC Form 4] [Director Emerita Byrne Susan M sold $77,395 worth of shares (4,756 units at $16.27) as part of a pre-agreed trading plan, decreasing direct ownership by 2% to 278,674 units (SEC Form 4)](https://www.quantisnow.com/insight/director-emerita-byrne-susan-m-sold-77395-worth-of-shares-6577487)
- 2026-05-22 20:43 UTC [SEC Form 4] [Director Emerita Byrne Susan M sold $17,924 worth of shares (1,119 units at $16.02) as part of a pre-agreed trading plan, decreasing direct ownership by 0.39% to 283,430 units (SEC Form 4)](https://www.quantisnow.com/insight/director-emerita-byrne-susan-m-sold-17924-worth-of-shares-6570267)
- 2026-05-18 20:51 UTC [SEC Form 4] [Director Emerita Byrne Susan M sold $18,473 worth of shares (1,151 units at $16.05) as part of a pre-agreed trading plan, decreasing direct ownership by 0.40% to 284,549 units (SEC Form 4)](https://www.quantisnow.com/insight/director-emerita-byrne-susan-m-sold-18473-worth-of-shares-6560715)
- 2026-05-15 15:22 UTC [SEC Form 13F-HR filed by Westwood Holdings Group Inc](https://www.quantisnow.com/insight/sec-form-13f-hr-filed-by-westwood-holdings-group-inc-6556429)
- 2026-05-13 20:53 UTC [SEC Form 4] [Director Emerita Byrne Susan M sold $35,341 worth of shares (2,167 units at $16.31) as part of a pre-agreed trading plan, decreasing direct ownership by 0.75% to 285,700 units (SEC Form 4)](https://www.quantisnow.com/insight/director-emerita-byrne-susan-m-sold-35341-worth-of-shares-6551464)
- 2026-05-08 20:45 UTC [SEC Form 4] [Director Emerita Byrne Susan M sold $40,803 worth of shares (2,538 units at $16.08) as part of a pre-agreed trading plan, decreasing direct ownership by 0.87% to 287,867 units (SEC Form 4)](https://www.quantisnow.com/insight/director-emerita-byrne-susan-m-sold-40803-worth-of-shares-6542685)
- 2026-05-06 21:58 UTC [SEC Form 4] [Director Ryan Janice was granted 5,780 shares (SEC Form 4)](https://www.quantisnow.com/insight/director-ryan-janice-was-granted-5780-shares-sec-form-4-6536671)
- 2026-05-06 21:55 UTC [SEC Form 4] [Director Bowman Randy A was granted 5,780 shares, increasing direct ownership by 18% to 37,532 units (SEC Form 4)](https://www.quantisnow.com/insight/director-bowman-randy-a-was-granted-5780-shares-increasing-direct-6536663)
- 2026-05-06 21:52 UTC [SEC Form 4] [Director Murray Katherine was granted 5,780 shares, increasing direct ownership by 102% to 11,470 units (SEC Form 4)](https://www.quantisnow.com/insight/director-murray-katherine-was-granted-5780-shares-increasing-direct-ownership-6536654)

## More

- Live page with ratings, short volume, options and peers: https://www.quantisnow.com/company/WHG
- Earnings history: https://www.quantisnow.com/earnings/WHG
- Dividend history: https://www.quantisnow.com/dividends/WHG
- Insider transactions: https://www.quantisnow.com/insiders/WHG
- Options chain: https://www.quantisnow.com/options/WHG
- SEC 8-K filings only: https://www.quantisnow.com/company/WHG/8-k
- RSS and alerts for WHG: https://www.quantisnow.com/docs/rss-feeds.md