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Westwood Holdings Group Inc Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 01 Dec 2021.
Westwood Holdings Group Inc: what insiders have been doing
Headquartered in Dallas, United States, Westwood Holdings Group Inc belongs to the Finance & Banking sector and traces its origins to 1983. Filings by its managers are published through SEC (Form 4). Over the twelve months to 18 October 2026, the company's managers filed 67 filings, from 10 insiders.
There is no open-market purchase to report; the filings show 56 sales worth €875k by 4 insiders. No amount is published for 16 filings, which the totals therefore leave out. Biggest ticket of the year: €148k, sold by Helfert Adrian and made public on 13 March 2026 (0.098% of market cap).
With 67 filings in twelve months, the company is more active than the median of 19 filings across the 5,811 companies we follow on the same exchange. The full history, which starts in 2016, counts 6 purchases against 70 sales. On the fundamentals side, the SEC filing (10-K) for the period ending 31 December 2025 lists revenue at 97.8 m USD and net income at 7.1 m USD.
Between a trade and the moment it shows up on SEC (Form 4), the median delay is 3 days. The legal deadline for a Form 4 is two business days after the transaction. Sales are harder to read than purchases, since they often meet personal needs such as tax or diversification.
For comparison within the same sector, see the insider buying recorded at First Guaranty Bancshares, Inc. and BCB Bancorp Inc. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Insider Decl.
141
Thresholds
n/a
Buy Volume
€492,819
6 ops. · all time
Sell Volume
€2M
70 ops. · all time
Who traded when
BuySaleSusan M. Byrne48 sales
Casey Brian O7 sales
Gomez Fabian1 sale
Helfert Adrian1 sale
Lockridge Matthew1 sale
Since the insiders bought
- -31.3%Entry US$16.41 · Close at T+365 US$11.27
- -36.6%Entry US$16.88 · Close at T+365 US$10.71
- -43.6%Entry US$17.95 · Close at T+365 US$10.13
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 9,750 of 24,148 companies
56.4
score / 100
Value54
Quality59
FCF yld10%
Earn yld3.9%
EV/EBITDA20.5x
ROE6.3%
Gross mgn42%
Net mgn7.2%
Debt/EBITDA1.1x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$19.14
Analyst consensus
Income statement
RevenueUS$97.8M
Gross profitUS$41.1M42% margin
EBITDAUS$9.4M10% margin
Net incomeUS$7.1M7.7% margin
Valuation
PER (trailing)22.3x
P/Book1.3x
Beta0.53
Balance sheet & cash
Market capUS$182.7M
Total debtUS$10.2M
Free Cash FlowUS$18.4M
Debt / Equity10%
Profitability & ownership
ROE6.3%
ROA2.0%
% insiders9.8%
% institutions66.4%
Last declaration on 7 August 2026
Declarations141 total
5,889 shares0common stockSEC:0002073865-26-000005:0
400 shares@ US$16.12731.2% of flowcommon stockSEC:0001171441-26-000045:0
3,584 shares@ US$19.3530.039% mcap13.2% of flowcommon stockSEC:0001171441-26-000045:1
4,481 shares@ US$19.87620.050% mcap16.9% of flowcommon stockSEC:0001171441-26-000045:2
27,025 shares@ US$19.260.29% mcap100.0% of flowCommonSEC144:0001968582-26-000684
4,274 sharescommon stockSEC:0001171441-26-000038:0
7,129 sharescommon stockSEC:0001171441-26-000038:1
1,091 sharescommon stockSEC:0001171441-26-000038:2
2,500 sharescommon stockSEC:0001171441-26-000036:0
1,300 sharescommon stockSEC:0001171441-26-000036:1
500 sharescommon stockSEC:0001171441-26-000036:2
1,549 sharescommon stockSEC:0001171441-26-000034:1
350 sharescommon stockSEC:0001171441-26-000034:0
1,000 sharescommon stockSEC:0001171441-26-000034:2
4,367 sharescommon stockSEC:0001171441-26-000032:0
2,910 sharescommon stockSEC:0001171441-26-000032:1
1,634 sharescommon stockSEC:0001171441-26-000032:2
1,800 sharescommon stockSEC:0001171441-26-000030:0
3,300 sharescommon stockSEC:0001171441-26-000030:1
607 sharescommon stockSEC:0001171441-26-000028:1
1,900 sharescommon stockSEC:0001171441-26-000028:2
616 shares@ US$17.34440.0054% mcap2.0% of flowcommon stockSEC:0001171441-26-000028:0
1,124 shares@ US$16.40450.010% mcap3.4% of flowcommon stockSEC:0001171441-26-000026:0
1,300 shares@ US$16.02380.011% mcap3.9% of flowcommon stockSEC:0001171441-26-000026:1
406 shares@ US$16.33340.0037% mcap1.2% of flowcommon stockSEC:0001171441-26-000026:2
25 of 141 declarations
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.
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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.
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