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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 FAQs

What is Westwood Holdings Group, Inc.'s ticker symbol and what exchange is it traded on?
Westwood Holdings Group, Inc. common stock is traded under the symbol "WHG" on the New York Stock Exchange.
What is the CUSIP number for Westwood's common stock?
The CUSIP for Westwood Holdings Group, Inc. common stock is 961765104.
When did Westwood become a public company?
Westwood commenced trading on the New York Stock Exchange on July 1, 2002.
When is Westwood's fiscal year-end?
Westwood's fiscal year-end is December 31st.
Who is Westwood's transfer agent and how do I contact them?
Westwood's transfer agent is American Stock Transfer & Trust Company ("AST").

mail: 6201 15th Avenue, Brooklyn, NY 11219

email: info@amstock.com

phone:
(800) 937-5449
(718) 921-8124

website: www.amstock.com

Who do I contact to change my address or transfer my shares?
Please contact our transfer agent:

American Stock Transfer & Trust Company
6201 15th Avenue
Brooklyn, NY 11219

email: info@amstock.com

phone:
(800) 937-5449
(718) 921-8124

website: www.amstock.com

Can I have my dividends electronically deposited directly to my bank?
Yes, registered stockholders can have their dividends electronically deposited into their bank account. Please contact American Stock Transfer & Trust Company using the contact information below if your are interested in this service.

American Stock Transfer & Trust Company
6201 15th Avenue
Brooklyn, NY 11219

email: info@amstock.com

phone:
(800) 937-5449
(718) 921-8124

website: www.amstock.com

How are dividends paid on WHG stock reported for tax purposes?
Quarterly dividends will be reported as qualified dividend income on form 1099-DIV. Registered stockholders will receive a 1099-DIV from our transfer agent, American Stock Transfer & Trust Company. Stockholders who own their shares in a brokerage account in street name should receive the 1099-DIV from their broker. For specific questions regarding the taxation of dividends you receive, please consult your tax advisor.
Does Westwood offer a dividend reinvestment program or other direct means of purchasing its common stock?
Westwood does not currently offer a dividend reinvestment program or a direct stock purchase program.
Who is Westwood's independent auditor?
Westwood's independent auditor is Grant Thornton, LLP of Dallas, Texas.
Who is Westwood's corporate counsel?
Westwood's corporate counsel is Fulbright & Jaworski, LLP of Dallas, Texas.
Who should I contact if I have financial questions about Westwood?
You may e-mail IR@westwoodgroup.com or call Bill Hardcastle at 214-756-6900.
Who should I contact for additional information if I am a prospective client of Westwood Management, Westwood Trust, or the WHG Funds?
You may e-mail info@westwoodgroup.com or call Monica Cornwall at 214-756-6900.
Who should I contact to inquire about career opportunities at Westwood?
You may e-mail careers@westwoodgroup.com or call Nora Donnelly at 214-756-6900.
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About Westwood
  • • About Westwood
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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.