Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
Westwood Holdings Group Inc (WHG)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/15/2025: WHG (1-star) is a SELL. SELL since 4 days. Simulated Profits (0.75%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -35.02% | Avg. Invested days 37 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 145.10M USD | Price to earnings Ratio 386.75 | 1Y Target Price - |
Price to earnings Ratio 386.75 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.84 | 52 Weeks Range 10.66 - 17.55 | Updated Date 06/29/2025 |
52 Weeks Range 10.66 - 17.55 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 3.88% | Basic EPS (TTM) 0.04 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.42% | Operating Margin (TTM) -0.29% |
Management Effectiveness
Return on Assets (TTM) 2.49% | Return on Equity (TTM) 0.43% |
Valuation
Trailing PE 386.75 | Forward PE - | Enterprise Value 120925649 | Price to Sales(TTM) 1.52 |
Enterprise Value 120925649 | Price to Sales(TTM) 1.52 | ||
Enterprise Value to Revenue 1.27 | Enterprise Value to EBITDA 11.67 | Shares Outstanding 9379680 | Shares Floating 6369375 |
Shares Outstanding 9379680 | Shares Floating 6369375 | ||
Percent Insiders 11.06 | Percent Institutions 58.48 |
Upturn AI SWOT
Westwood Holdings Group Inc
Company Overview
History and Background
Westwood Holdings Group Inc. was founded in 1983. It has grown from a small investment firm to a publicly traded company providing investment management services to institutions and high-net-worth individuals.
Core Business Areas
- Investment Management: Offers a range of investment strategies across various asset classes, including U.S. equities, global and emerging market equities, master limited partnerships (MLPs), real assets, multi-asset solutions, and private client accounts.
Leadership and Structure
The leadership team is composed of experienced investment professionals. The organizational structure includes investment teams focused on specific asset classes and client relationship managers.
Top Products and Market Share
Key Offerings
- U.S. Equities: Actively managed U.S. equity strategies. Market share data is not publicly available at a granular level. Competitors include large asset managers like BlackRock and Vanguard, and other active managers such as T. Rowe Price.
- Global and Emerging Market Equities: Investment strategies focused on global and emerging market equities. Market share data is not publicly available at a granular level. Competitors include Templeton and other global asset managers.
- MLP and Real Asset Strategies: Investment strategies focused on Master Limited Partnerships and other real asset categories. Market share data is not publicly available at a granular level. Competitors include Kayne Anderson Capital Advisors.
- Private Wealth Management: Tailored financial and estate planning services for high net worth individuals and families.
Market Dynamics
Industry Overview
The asset management industry is highly competitive and sensitive to market fluctuations. It is influenced by factors such as interest rates, economic growth, and investor sentiment.
Positioning
Westwood is a boutique asset manager known for its active investment strategies. Its competitive advantage lies in its specialized expertise and focus on specific asset classes.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. Westwood is positioned to capture a share of this market through its specialized investment strategies; however, the exact TAM relevant to Westwood's specific offerings is difficult to quantify.
Upturn SWOT Analysis
Strengths
- Experienced investment professionals
- Specialized investment strategies
- Strong client relationships
- Solid track record in certain asset classes
Weaknesses
- Relatively small size compared to industry giants
- Vulnerability to market downturns
- Dependence on key personnel
- High cost structure
Opportunities
- Expanding into new asset classes
- Growing through strategic acquisitions
- Increasing distribution reach
- Capitalizing on demand for alternative investments
Threats
- Increased competition from passive investment strategies
- Regulatory changes
- Economic downturns
- Loss of key personnel
Competitors and Market Share
Key Competitors
- BLK
- TROW
- JPM
Competitive Landscape
Westwood competes with much larger asset managers. Its advantages include specialized expertise, but disadvantages include limited resources and brand recognition.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data is needed to complete this analysis.
Future Projections: Future growth projections data is needed to complete this analysis.
Recent Initiatives: Recent initiatives data is needed to complete this analysis.
Summary
Westwood Holdings Group is a smaller asset manager specializing in active investment strategies. While they have expertise in certain asset classes, their size and dependence on key personnel pose challenges. Their future success depends on adapting to industry trends and expanding their reach.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Market Research Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share estimates are approximate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Westwood Holdings Group Inc
Exchange NYSE | Headquaters Dallas, TX, United States | ||
IPO Launch date 2002-06-13 | CEO & Director Mr. Brian O'Connor Casey CFP | ||
Sector Financial Services | Industry Asset Management | Full time employees 151 | Website https://www.westwoodgroup.com |
Full time employees 151 | Website https://www.westwoodgroup.com | ||
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.