Home | Investor Relations | Contact | Client Login
  • 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

Insider Transactions

Date Name Title Type Shares Traded Price Range
Feb 2, 2012 byrne susan m Officer Automatic Sell 3,000 40.33
Feb 1, 2012 byrne susan m Officer Automatic Sell 6,556 40.32
Feb 1, 2012 Gamco Investors, INC. et al Beneficial Owner (10% or more) Sell 1,700 40.50
Jan 31, 2012 byrne susan m Officer Automatic Sell 2,203 40.24
Jan 31, 2012 Gamco Investors, INC. et al Beneficial Owner (10% or more) Sell 300 40.18
Jan 27, 2012 Gamco Investors, INC. et al Beneficial Owner (10% or more) Sell 800 40.07
Jan 26, 2012 Gamco Investors, INC. et al Beneficial Owner (10% or more) Sell 200 40.12
Jan 20, 2012 byrne susan m Officer Automatic Sell 1,537 40.01
Jan 19, 2012 byrne susan m Officer Automatic Sell 4 40.25
Jan 18, 2012 byrne susan m Officer Automatic Sell 4,999 40.18
Jan 18, 2012 Gamco Investors, INC. et al Beneficial Owner (10% or more) Disposition (Non Open Market) 1,500 n/a
Jan 18, 2012 Gamco Investors, INC. et al Beneficial Owner (10% or more) Sell 2,100 40.24
Jan 17, 2012 Gamco Investors, INC. et al Beneficial Owner (10% or more) Sell 4,200 39.28
Jan 13, 2012 Gamco Investors, INC. et al Beneficial Owner (10% or more) Sell 1,700 38.16
Jan 12, 2012 Gamco Investors, INC. et al Beneficial Owner (10% or more) Sell 1,000 37.65
Jan 4, 2012 hardcastle william r jr Officer Disposition (Non Open Market) 300 n/a
Jan 4, 2012 hardcastle william r jr Officer Acquisition (Non Open Market) 200 n/a
Jan 3, 2012 Gamco Investors, INC. et al Beneficial Owner (10% or more) Sell 200 37.59
Dec 20, 2011 Gamco Investors, INC. et al Beneficial Owner (10% or more) Sell 3,400 37.85
Dec 19, 2011 Gamco Investors, INC. et al Beneficial Owner (10% or more) Sell 1,300 37.22
Showing 1-20 of 509 transactions Page: 1 2 3 ... 26   See Next 20

Stock transaction information provided by EDGAR Online. Westwood Holdings Group, Inc. makes no representation or warranty with respect to any of the information contained herein, takes no responsibility for supplementing, updating or correcting any such information and shall have no liability with respect to any such information. This listing does not include derivatives, such as stock option grants or shares purchased through an employee stock purchase plan. For recent transactions, including derivative transactions, see our Section 16 SEC filings page.

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.