Westwood Holdings Group, Inc. WHG

Company Overview

Westwood Holdings Group, Inc. is a publicly traded asset management and wealth management firm headquartered in Dallas, Texas. The company operates primarily through its subsidiaries Westwood Management Corp., Westwood International Advisors Inc., and Westwood Trust, providing investment advisory services to institutional investors, financial intermediaries, private wealth clients, endowments, foundations, and retirement plans. Westwood operates within the broader financial services and investment management industries, with revenue primarily derived from advisory and trust fees based on assets under management and assets under advisement.

The company’s core business lines include institutional asset management, private wealth management, and multi-asset investment solutions. Westwood is known for its focus on active equity strategies, income-oriented investing, real assets, and alternative investment capabilities. Founded in 1983 by Susan M. Byrne, the firm evolved from a regional investment manager into a diversified investment platform serving both domestic and international clients. Its positioning has historically emphasized disciplined investment processes, downside-risk management, and high-touch client service across institutional and high-net-worth channels.