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  • About Westwood
  • Institutional Investing
    • Single Investments
        • Single Investments


          Institutional investment strategies for larger institutions interested in a single product solution or a separately managed account.

          LargeCap Value
          LargeCap Value - Socially Responsible
          MidCap Value
          SMidCap Value
          SMidCap Plus+
          SmallCap Value
          AllCap Value
          Income Opportunity
          MLP Infrastructure Renewal
          Balanced
          Dividend Growth
    • Comprehensive Allocation Strategy
        • Comprehensive Allocation Strategy


          Institutional investment strategies for small to mid-sized institutions interested in a comprehensive portfolio solution.

          Enhanced Balanced™


          Equity
          LargeCap Value
          MidCap Value
          SMidCap Value
          SMidCap Plus+
          SmallCap Value
          AllCap Value
          AllCap Growth
          International Value
          International Growth
          Fixed Income
          Investment Grade Bond
          High Yield Bond
          Short Duration High Yield Bond

          Specialty
          Real Estate Investment Trust (REIT)
          Income Opportunity
          Global Strategic Diversification (GSD)
  • Private Wealth Management
      • Private Wealth Management


        Customized wealth management solutions to help you grow and protect your personal assets, backed by our proven Enhanced Balanced™ Portfolio approach.

        Enhanced Balanced™


        Equity
        LargeCap Value
        MidCap Value
        SMidCap Value
        SMidCap Plus+
        SmallCap Value
        AllCap Value
        AllCap Growth
        International Value
        International Growth
        Fixed Income
        Investment Grade Bond
        High Yield Bond
        Short Duration High Yield Bond

        Specialty
        Real Estate Investment Trust (REIT)
        Income Opportunity
        Global Strategic Diversification (GSD)
  • Mutual Funds
      • Mutual Funds


        The WHG Funds make it convenient for investors of all sizes to benefit from the institutional rigor and consistent approach of the Westwood team.

        Products
        WHG LargeCap Value Fund
        WHG SMidCap Fund (Closed)
        WHG SMidCap Plus Fund
        WHG SmallCap Value Fund
        WHG Income Opportunity Fund
        WHG Balanced Fund
        WHG Dividend Growth Fund
        WHG Short Duration High Yield
  • News & Opinion

About Westood

Investor Relations

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Corporate Profile

Westwood Holdings Group, Inc. provides investment management services to institutional investors, private wealth clients and financial intermediaries. Westwood manages a variety of investment strategies including U.S., Global and Emerging Markets equities as well as income-oriented portfolios. Access to these strategies is available through separate accounts, commingled funds and the Westwood Funds™ family of mutual funds. Westwood has significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol “WHG.” Based in Dallas, Westwood also maintains offices in Omaha and Toronto.

View all »Events & Presentations

Apr 18, 2013 at 3:30 PM CT
1Q 2013 Westwood Holdings Group, Inc. Earnings Conference Call/Webcast

View all »   RSSRecent Releases

Apr 18, 2013
Westwood Holdings Group, Inc. Reports First Quarter 2013 Results

Apr 9, 2013
Westwood Trust Names Randall L. Root President

About Westwood
  • • About Westwood
  • • Our People >
    • Executive Leadership
    • Investment Professionals
    • Trading Professionals
    • Institutional Sales Professionals
    • Private Wealth Management – Dallas
    • Private Wealth Management – Omaha
    • Client Service and Marketing
    • Operations and Business
  • • Our Investment Process
  • • Our Business
  • • Our Role in the Community
  • • Investor Relations >
    • • Corporate Overview
    • • Corporate Governance >
      • • Governance Overview
      • • Board of Directors
      • • Management Team
      • • Committee Composition
      • • Insider Transactions
      • • Insider Ownership
    • • Stock Quote
    • • Press Releases
    • • Dividend History
    • • SEC Filings
    • • Annual Reports
    • • Events & Webcasts
    • • Investor FAQs
    • • E-mail Alerts
    • • Request Printed Materials
    • • Contact IR
    • • Downloads
    • • Shareholder Briefcase

info@westwoodgroup.com

Careers | Privacy | Terms & conditions | Site map | Contact
DALLAS
200 Crescent Court, Suite 1200
Dallas, Texas 75201
T: (214) 756-6900
F: (214) 756-6979
OMAHA
1125 South 103rd Street, Suite 580
Omaha, Nebraska 68124
T: (402) 393-1300
F: (402) 361-2053
The WHG Funds are distributed by SEI Investments Distribution Co. SEI Investments Distribution Co. is not affiliated with Westwood Holdings Group, Inc. or any other affiliate.

To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund's prospectus which may be obtained by calling 1-877-FUND-WHG. Please read the prospectus carefully before investing.

Mutual fund investing involves risk, including the possible loss of principal.