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.
Latest 13F Filing Activity
Westwood Holdings Group Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 418 equity positions with a total 13F market value of $14B. The fund increased holdings in Amazon Com Inc., Texas Instrs Inc., Sensient Technologies Corp. among other positions. Westwood Holdings Group Inc. reduced exposure to Unitedhealth Group Inc., Southstate Corporation, Oneok Inc. New among others.
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 |
Industry Allocation
Investment Team (23)
| Name | Role | Location | |
|---|---|---|---|
C Christopher Hartman | Portfolio Manager | Phoenix, AZ , United States | |
D Danyell Ackerman | AVP Trust Trader | TX , United States | |
 | Vice President, Portfolio Manager, Research Analyst | Dallas, TX , United States | |
 | Senior Analyst | New York, NY , United States | |
 | AVP Trader | Houston, TX , United States | |
 | Research Associate | Houston, TX , United States | |
 | VP Trader | Traverse City, MI , United States | |
 | VP, Research Analyst and Portfolio Manager | Dallas, TX , United States | |
 | Vice President, Senior Portfolio Manager | Houston, TX , United States | |
 | SVP, Head of U.S. Value and Senior Portfolio Manager | Dallas, TX , United States |