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  • 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 2011 Results; Revenues Increase 25% Year-over-year; Net Income Increases 30% Year-over-year; Mutual Fund Assets Increase 33% Year-over-year to Record $1.3 Billion
Feb 2, 2012
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) today reported 2011 fourth quarter revenues of $17.0 million, net income of $4.1 million and earnings per diluted share of $0.57. This compares to revenues of $15.4 million, net income of $3.3 million and earnings per diluted share of $0...

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View Summary Westwood Holdings Group, Inc. to Host Q4 2011 Earnings Conference Call/Webcast
Jan 13, 2012
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DALLAS, Jan. 13, 2012 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its fourth quarter 2011 earnings after the close of the New York Stock Exchange on Thursday, February 2, 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 Holdings Group, Inc. Reports Third Quarter 2011 Results and Increases Quarterly Dividend; Quarterly Net Income Increases 26% Year-over-year
Oct 19, 2011
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) today reported 2011 third quarter revenues of $16.0 million, net income of $3.3 million and earnings per diluted share of $0.46. This compares to revenues of $13.5 million, net income of $2.6 million and earnings per diluted share of $0....

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View Summary Westwood Holdings Group, Inc. to Host Q3 2011 Earnings Conference Call/Webcast
Oct 5, 2011
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DALLAS, Oct. 5, 2011 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its third quarter 2011 earnings after the close of the New York Stock Exchange on Wednesday, October 19, 2011. 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 Holdings Group, Inc. Board of Directors Authorizes Share Repurchase
Aug 9, 2011
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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 the management of the Company determines and may ...

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View Summary Westwood Holdings Group, Inc. Reports Second Quarter 2011 Results; Assets Under Management Increase 43% Year-over-year to Record $13.8 Billion; Mutual Fund Assets Increase 98% Year-over-year to Record $1.3 Billion
Jul 20, 2011
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) today reported 2011 second quarter revenues of $18.9 million, net income of $3.7 million and earnings per diluted share of $0.52. This compares to revenues of $13.2 million, net income of $2.5 million and earnings per diluted share of $0...

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View Summary Westwood Holdings Group, Inc. to Host Q2 2011 Earnings Conference Call/Webcast
Jul 5, 2011
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DALLAS, July 5, 2011 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its second quarter 2011 earnings after the close of the New York Stock Exchange on Wednesday, July 20, 2011. 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. to Present at the KBW Investment Management & Specialty Finance Conference
Jun 2, 2011
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Announces Preliminary Assets Under Management of $13.9 Billion as of May 31, 2011 DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) today announced that President & Chief Executive Officer, Brian O. Casey, and Chairman & Chief Investment Officer, Susan M. Byrne, wi...

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View Summary Westwood Holdings Group, Inc. Reports First Quarter 2011 Results; Assets Under Management Increase 25% Year-over-year to Record $13.3 Billion; Mutual Fund Assets Increase 83% Year-over-year to Record $1.2 Billion
Apr 20, 2011
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) today reported 2011 first quarter revenues of $17.0 million, net income of $3.5 million and earnings per diluted share of $0.50. This compares to revenues of $13.2 million, net income of $2.9 million and earnings per diluted share of $0....

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View Summary Westwood Holdings Group, Inc. to Host Q1 2011 Earnings Conference Call/Webcast
Apr 11, 2011
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) will release its first quarter 2011 earnings after the close of the New York Stock Exchange on Wednesday, April 20, 2011. Following the release, the Company will host a live audio webcast and conference call at 4:30 pm Eastern Time (3:30 ...

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View Summary Westwood Announces Launch of WHG SMidCap Plus Fund (WHGPX)
Mar 29, 2011
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) announced the launch of the WHG SMidCap Plus Fund (WHGPX). The new mutual fund is managed by the same Westwood investment team as the WHG SMidCap Fund (WHGMX), which was recently closed to new investors due to the successful growth of We...

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View Summary Westwood Holdings Group, Inc. Reports 2010 Results and Increases Quarterly Dividend; Assets Under Management Increase 23% Year-over-year to Record $12.5 Billion; Mutual Fund Assets Increase 71% Year-over-year to Record $970 Million
Feb 3, 2011
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) today reported 2010 fourth quarter revenues of $15.4 million, net income of $3.3 million and earnings per diluted share of $0.46. This compares to revenues of $12.7 million, net income of $2.7 million and earnings per diluted share of $0...

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View Summary Westwood Holdings Group, Inc. to Host Q4 2010 Earnings Conference Call/Webcast
Jan 13, 2011
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) will release its fourth quarter 2010 earnings after the close of the New York Stock Exchange on Thursday, February 3, 2011. Following the release, the Company will host a live audio webcast and conference call at 4:30 pm Eastern Time (3:30 ...

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View Summary Westwood Closes WHG SMidCap Fund to New Investors and Announces Filing of WHG SMidCap Plus+ Fund
Jan 11, 2011
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) announced that it closed the WHG SMidCap Fund (WHGMX) to new investors to protect the interests of existing clients and shareholders. The successful growth of SMidCap has resulted in the strategy reaching its asset capacity; however, the fund ...

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View Summary Westwood Holdings Group, Inc. Names Martin J. Weiland to Its Board of Directors
Nov 29, 2010
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) today announced the election of Martin J. Weiland to its Board of Directors. Mr. Weiland is the former Chairman, President and Chief Executive Officer of Northern Trust Bank of Texas, having served as CEO from 1997 to 200...

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View Summary Westwood Holdings Group, Inc. Completes Acquisition of McCarthy Group Advisors
Nov 18, 2010
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DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (NYSE: WHG) announced the completion of the acquisition of McCarthy Group Advisors, LLC (MGA). MGA is a registered investment advisor based in Omaha, Nebraska. MGA managed over $1.1 billion in private wealth and institutional client ...

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View Summary Westwood Holdings Group, Inc. Reports Third Quarter 2010 Results and Declares Quarterly and Special Dividends; Assets Under Management Rise to Record $10.6 Billion; WHG Funds Assets Increase 66% Year-over-Year to Record $760 Million
Oct 21, 2010
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DALLAS, Oct 21, 2010 (BUSINESS WIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) today reported 2010 third quarter revenues of $13.5 million, net income of $2.6 million and earnings per diluted share of $0.38. This compares to revenues of $11.6 million, net income of $2.3 million and earnings per diluted share of $0...

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View Summary Westwood Holdings Group, Inc. to Host Q3 2010 Earnings Conference Call/Webcast
Oct 6, 2010
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DALLAS, Oct 6, 2010 (GlobeNewswire via COMTEX News Network) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its third quarter 2010 earnings after the close of the New York Stock Exchange on Thursday, October 21, 2010. Following the release, the Company will host a live audio webcast and conference call at 4:30 pm Eastern Time (3:30 pm Cent...

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View Summary Westwood Holdings Group, Inc. to Acquire McCarthy Group Advisors, Expanding Westwood Trust's Private Wealth Platform
Sep 22, 2010
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DALLAS, Sep 22, 2010 (BUSINESS WIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) announced that it has reached an agreement to acquire McCarthy Group Advisors, LLC (MGA), a registered investment advisor based in Omaha, Nebraska. MGA managed over $1 billion in private wealth and institutional client assets as of June 30, 201...

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View Summary Westwood Holdings Group, Inc. Reports Second Quarter 2010 Results and Declares Quarterly Dividend; Net Income Increases 53% Year-over-year; WHG Funds Assets Increase 75% Year-over-year
Jul 22, 2010
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DALLAS, Jul 22, 2010 (BUSINESS WIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) today reported 2010 second quarter revenues of $13.2 million, net income of $2.5 million and earnings per diluted share of $0.36. This compares to revenues of $10.0 million, net income of $1.6 million and earnings per diluted share of $...

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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.