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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

Press Releases

All Releases
View Summary Westwood Holdings Group, Inc. Reports First Quarter 2013 Results
Apr 18, 2013
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Quarterly Revenues Increase 13% Year-over-Year; Assets Under Management Increase to Record of $15.3 Billion; Westwood International Assets Surpass $1 Billion DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) today reported first quarter ...

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View Summary Westwood Trust Names Randall L. Root President
Apr 9, 2013
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) announced the appointment of Randall L. Root as President, Westwood Trust — Dallas. Randy previously served as Senior Vice President, Trust Investment Officer and has been a member of the Westwood Trust team for t...

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View Summary Westwood Holdings Group, Inc. to Host First Quarter 2013 Conference Call/Webcast
Apr 5, 2013
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DALLAS, April 5, 2013 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its first quarter 2013 earnings after the close of the New York Stock Exchange on Thursday, April 18, 2013. Following the release, the Company will host a live audio webcast and conference call at 4:30 pm Eastern Time (3:30 pm Central Time). To l...

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View Summary Westwood Introduces Emerging Markets and Global Equity Mutual Funds
Apr 4, 2013
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) today announced the availability of three new mutual funds focused on global and emerging market equities. The Westwood Emerging Markets Fund (Class I: WWEMX, Class A: WWEAX), Westwood Global Equity Fund (Class I: WWGEX) and Westwood ...

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View Summary Westwood Income Opportunity Fund Surpasses $1 Billion in Assets
Mar 15, 2013
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) today announced that the Westwood Income Opportunity mutual fund has surpassed $1 billion in assets. Advisors and investors continue to demonstrate a strong appetite for the fund's combination of current income, the opportunity ...

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View Summary Westwood Holdings Group, Inc. Reports Fourth Quarter and 2012 Results
Feb 7, 2013
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Quarterly Revenues Increase 21% Year-over-Year; Assets Under Management Increase to Record $14.2 Billion DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) today reported 2012 fourth quarter revenues of $20.6 million, a 21.4% increase compared to rev...

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View Summary Westwood Holdings Group, Inc. to Host Fourth Quarter and Year End 2012 Conference Call/Webcast
Jan 17, 2013
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DALLAS, Jan. 17, 2013 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its fourth quarter and year end 2012 earnings after the close of the New York Stock Exchange on Thursday, February 7, 2013. Following the release, the Company will host a live audio webcast and conference call at 4:30 pm Eastern Time (3:30 pm Central Tim...

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View Summary Westwood Appoints Mark A. Wallace, CPA, as Chief Financial Officer
Nov 7, 2012
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) announced the appointment of Mark A. Wallace as Chief Financial Officer. Mark's thirty years of experience in senior financial officer roles were gained at several companies, including high growth NYSE corporations. Mark is high...

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View Summary Westwood Announces Launch of Global Equity and Global Dividend Mutual Funds for Canadian Investors
Oct 23, 2012
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) today announced an expansion of its relationship with National Bank Securities Inc., a wholly owned subsidiary of National Bank of Canada, whereby Westwood International Advisors Inc. will serve as portfolio manager to the ...

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View Summary Westwood Holdings Group, Inc. Reports Third Quarter 2012 Results and Increases Quarterly Dividend; Assets Under Management Increase 21% Year-over-year to Record $14.1 Billion; Mutual Fund Assets Increase 46% Year-over-year to Record $1.6 Billion
Oct 18, 2012
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) today reported third quarter 2012 revenues of $18.9 million, net income of $2.5 million and earnings per diluted share of $0.34. This compares to revenues of $16.0 million, net income of $3.3 million and earnings per diluted sha...

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View Summary Westwood Holdings Group, Inc. to Host Q3 2012 Earnings Conference Call/Webcast
Sep 27, 2012
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DALLAS, Sept. 27, 2012 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its third quarter 2012 earnings after the close of the New York Stock Exchange on Thursday, October 18, 2012. Following the release, the Company will host a live audio webcast and conference call at 4:30 pm Eastern Time (3:30 pm Central Time). To listen...

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View Summary Westwood Collaborates with National Bank of Canada on Canadian Mutual Fund Offering
Aug 28, 2012
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) today announced an agreement with National Bank Securities Inc., a wholly owned subsidiary of National Bank of Canada, whereby Westwood International Advisors Inc. will serve as portfolio manager to the Westwood Emerging Markets Fund, fo...

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View Summary Westwood Responds to AGF Statement of Claim
Aug 9, 2012
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TORONTO, ONTARIO -- (Marketwire) -- 08/09/12 -- Today, Westwood Holdings Group, Inc. (NYSE: WHG), the parent company for Westwood Management Corp., a U.S. based investment advisor registered with the Securities and Exchange Commission, and Westwood International Advisors Inc., a Toronto based investment advisor registered with the Ontario Secu...

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View Summary Westwood Holdings Group, Inc. Board of Directors Authorizes Share Repurchase
Jul 20, 2012
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) today announced that its Board of Directors has authorized a share repurchase of up to $10 million of its outstanding common stock. The repurchases will occur at such times and at such prices as management of the Company determines, and may be ...

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View Summary Westwood Holdings Group, Inc. Reports Second Quarter 2012 Results and Declares Quarterly Dividend
Jul 19, 2012
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) today reported second quarter 2012 revenues of $20.1 million, net income of $2.2 million and earnings per diluted share of $0.30. This compares to revenues of $18.9 million, net income of $3.7 million and earnings per diluted share of $0.52 in ...

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View Summary Westwood Holdings Group, Inc. to Host Q2 2012 Earnings Conference Call/Webcast
Jun 22, 2012
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DALLAS, June 22, 2012 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its second quarter 2012 earnings after the close of the New York Stock Exchange on Thursday, July 19, 2012. Following the release, the Company will host a live audio webcast and conference call at 4:30 pm Eastern Time (3:30 pm Central Time). To listen to...

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View Summary Westwood Holdings Group, Inc. Reports First Quarter 2012 Results and Declares Quarterly Dividend; Mutual Fund Assets Increase 24% Year-over-year to Record $1.5 Billion
Apr 19, 2012
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) today reported first quarter 2012 revenues of $17.9 million, net income of $3.8 million and earnings per diluted share of $0.52. This compares to revenues of $17.0 million, net income of $3.5 million and earnings per diluted share of $0.50 in ...

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View Summary Westwood Launches Global and Emerging Markets Equity Strategies
Apr 11, 2012
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) today announced the expansion of its range of investment strategies with the addition of Global and Emerging Markets equity strategies. Patricia Perez-Coutts, CFA, Thomas Pinto-Basto, CFA, Alice Popescu, CFA, Richard Dolhun and Martin Pradier, ...

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View Summary Westwood Holdings Group, Inc. to Host Q1 2012 Earnings Conference Call/Webcast
Apr 3, 2012
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DALLAS, April 3, 2012 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its first quarter 2012 earnings after the close of the New York Stock Exchange on Thursday, April 19, 2012. Following the release, the Company will host a live audio webcast and conference call at 4:30 pm Eastern Time (3:30 pm Central Time). To listen to...

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View Summary Westwood Trust Welcomes Douglas Gilbert to Its Wealth Management Team
Mar 30, 2012
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OMAHA, Neb.--(BUSINESS WIRE)-- Westwood Trust, a subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG), is pleased to announce the addition of Douglas Gilbert, LUTCF, CWS® as Associate Vice President on its private wealth management team. Gilbert has over 10 years of experience serving wealthy families, ...

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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.