Westwood Holdings Group INC: directors' dealings · United States · SEC (Form 4)

About Westwood Holdings Group INC

Westwood Holdings Group, Inc. (NYSE: WHG) is a U.S.-based asset management and wealth-management company headquartered in Dallas, Texas, United States. Founded in 1983, Westwood has developed into a specialized, actively managed boutique with a long-standing emphasis on disciplined investment processes, risk awareness, and differentiated product design. For investors looking at the company through the lens of SEC Form 4 insider activity, WHG is best understood not as a bank, but as a publicly listed investment manager whose economics are driven primarily by advisory fees, trust and custody-related services, and product performance across selected strategies. Westwood’s business is organized around two core operating segments. Its Advisory segment provides investment advisory and sub-advisory services to a broad client base that includes corporate pension and profit-sharing plans, public retirement plans, endowments, foundations, individuals, and pooled investment vehicles. Its Trust segment offers trust and custodial services, along with participation in common trust funds sponsored for institutions and high-net-worth clients. This two-part structure gives Westwood exposure to both institutional and private-wealth channels, while keeping the business model relatively focused compared with large diversified financial conglomerates. From a product standpoint, Westwood markets a range of investment solutions spanning U.S. value equity, multi-asset income, tactical absolute return, and energy and real assets. In recent periods, the company has highlighted its capabilities in energy infrastructure, midstream, real estate income, and exchange-traded funds. That positioning matters competitively: in a crowded asset-management industry dominated by passive giants and large multi-boutique platforms, Westwood competes as a specialist manager with niche expertise, particularly in income-oriented and real-asset strategies that may appeal to clients seeking diversification and inflation sensitivity. Geographically, the firm’s footprint is concentrated in the United States, with offices in Dallas, Chicago, and Houston. Houston is especially relevant for the energy and real-assets franchise, while Dallas serves as the corporate headquarters and operating center. Westwood’s latest reported scale is roughly $17.4 billion in assets under management and advisement as of year-end 2025, which places it in the mid-sized boutique category rather than among the largest global managers. Recent highlights include continued product development, especially in ETFs and energy/real-assets strategies, as well as improved financial performance in 2025. The company reported higher revenues, stronger net income, no debt, and ongoing capital returns through dividends and share repurchases. For market participants following insider transactions, those fundamentals, combined with the company’s relatively compact size and public visibility on the NYSE, make WHG a name where corporate signals and Form 4 disclosures can be especially relevant.