Westwood Holdings Group Inc.
Westwood Holdings Group, Inc. is a boutique asset management and wealth management firm headquartered in Dallas, Texas, founded in 1983. The firm manages investment assets for institutional investors, private wealth clients, and financial intermediaries via focused advisory and trust segments. Westwood employs approximately 150 people and is publicly traded (NYSE: WHG). Its platform includes investment advisory, sub-advisory, trust and custodial services, and custom solutions for institutions, high net worth individuals, endowments, and foundations. The firm is committed to a client-centric approach, employee ownership, and a diverse workforce.
Investment Strategy
Westwood Holdings Group utilizes a research-driven, disciplined investment process focusing on long-term capital appreciation and downside protection. The firm offers actively and passively managed, outcome-oriented strategies across value equities, high alpha equities, small- and mid-cap equities, and multi-asset portfolios. It tailors bespoke solutions to institutional, intermediary, and private wealth clients, emphasizing rigorous fundamental analysis, risk management, and a vehicle-agnostic approach. The company’s boutique structure allows for high-touch client service, adaptability to market changes, and the development of innovative investment strategies responding to constant market evolution.
Research Analysts
Top Holdings
Equity Positions (418)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E ET | ENERGY TRANSFER L P | 2.18% | $302.4M | 16,679,980 | $13.26 | $18.13 | -$9.7M |
W WMB | WILLIAMS COS INC | 1.86% | $258.3M | 4,111,607 | $34.75 | $62.81 | +$15.0M |
V VEA | VANGUARD TAX-MANAGED FDS | 1.62% | $225.5M | 3,955,066 | $49.17 | $57.01 | +$64.8M |
M MSFT | MICROSOFT CORP | 1.59% | $221.6M | 445,453 | $135.08 | $497.41 | +$11.3M |
K KMI | KINDER MORGAN INC DEL | 1.49% | $207.5M | 7,058,772 | $23.79 | $29.40 | +$23.7M |