Westwood Holdings Group Overview
- Founded
- 1983
- Status
- Public
- Employees
- 141
- Stock Symbol
- WHG
- Investments
- 2
- Share Price
- $15.43
- (As of Monday Closing)
Westwood Holdings Group General Information
Description
Westwood Holdings Group Inc through its subsidiaries is engaged in managing investment assets and providing services for its clients. The company operates its business through the Advisory and Trust segments. Its advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and to its advisory segment and sponsors common trust funds to institutions and high net worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of revenue from the United States.
Contact Information
Primary Industry
Asset Management
Stock Exchange
NYS
Primary Office
- 200 Crescent Court
- Suite 1200
- Dallas, TX 75201
- United States
+1 (214) 000-0000
Westwood Holdings Group Stock Performance
(As of Monday Closing)
| Stock Price | Previous Close | 52 wk Range | Market Cap | Shares | Average Volume | EPS |
|---|---|---|---|---|---|---|
| $15.43 | $15.77 | $14.31 - $27.01 | $130M | 8.25M | 19.1K | $1.24 |
Westwood Holdings Group Financials Summary
|
In Thousands, USD |
TTM 31-Dec-2021 | FY 2021 31-Dec-2021 | FY 2020 31-Dec-2020 | FY 2019 31-Dec-2019 |
|---|---|---|---|---|
| EV | 70,631 | 70,631 | 52,039 | 171,038 |
| Revenue | 73,054 | 73,054 | 65,111 | 84,079 |
| EBITDA | 16,377 | 16,377 | (4,946) | 12,026 |
| Net Income | 9,763 | 9,763 | (8,947) | 5,911 |
| Total Assets | 139,605 | 139,605 | 149,152 | 178,707 |
| Total Debt | 6,133 | 6,133 | 7,839 | 9,346 |
Public Fundamental Data provided by Morningstar, Inc.
disclaimer
Westwood Holdings Group Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
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Request a free trialWestwood Holdings Group Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Westwood Holdings Group Inc through its subsidiaries is engaged in managing investment assets and providing services for
Asset Management
Dallas, TX
141
As of 2021
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Columbus, OH
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Request a free trialWestwood Holdings Group Competitors (13)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Diamond Hill Capital Management | Corporation | Columbus, OH | 000 | |||
| 0000000 000000 000 | Failed Transaction (M&A) | Frankfurt, Germany | 0000 | 000000&0 | ||
| 000000000 | Formerly PE-Backed | Atlanta, GA | 00 | 000000000 - | ||
| 000 0000000 000000 | Corporate Backed or Acquired | Westlake Village, CA | 00 | 000000&0 | ||
| 0000000 & 0000 | Corporate Backed or Acquired | Shawnee, KS | 0000 | 00000 | 000000&0 | 00000 |
Westwood Holdings Group Executive Team (9)
Westwood Holdings Group Board Members (9)
| Name | Representing | Role | Since |
|---|---|---|---|
| 00000 00000 | Self | President, Chief Executive Officer & Board Member | 000 0000 |
| 00000 000000000 | Westwood Holdings Group | Independent Director | 000 0000 |
| 00000000 000000 | Westwood Holdings Group | Director | 000 0000 |
| 00000 000000 | Westwood Holdings Group | Board Member | 000 0000 |
| 0000000 0000000000 | Westwood Holdings Group | Director | 000 0000 |
Westwood Holdings Group Signals
Growth Rate
0.80%
Weekly
Growth
Growth
Weekly Growth
0.80%, 93rd %ile
-35.5%.
530%
Size Multiple
219x
Median
Size Multiple
219x, 100th %ile
0.00x
0.95x.
413Kx
Key Data Points
Twitter Followers
5.5k
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
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Request a free trialWestwood Holdings Group Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
This information is available in the PitchBook Platform. To explore Westwood Holdings Group‘s full profile, request access.
Request a free trialWestwood Holdings Group Acquisitions (2)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 0000000 00000 | 01-Apr-2015 | 0000000000 | 000.00 | Other Financial Services | 00000 000 |
| McCarthy Capital | 22-Sep-2010 | Merger/Acquisition | 0000 | Private Equity | 00000 000 |
Westwood Holdings Group Subsidiaries (3)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| McCarthy Capital | PE/Buyout | Omaha, NE | 1986 |
| 00000000 000000000 | Asset Manager | Dallas, TX | 0000 |
| 0000000 000000000 | Other Financial Services | Houston, TX | 0000 |