WESTWOOD HOLDINGS GROUP INC (WHG)

Westwood Holdings Group, Inc. engages in managing investment assets and providing services to clients. It operates through the Advisory and Trust segments. The Advisory segment offers investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub advisory services to mutual funds and its trust segment. The Trust segment focuses on trust and custodial services and participation in common trust funds that sponsors institutions and high net worth individuals. The company was founded by Susan Montgomery Byrne on December 12, 2001 and is headquartered in Dallas, TX.

Address

200 CRESCENT COURT
DALLAS, TX 75201

Founded

2001

Number of Employees

145

Website

http://www.westwoodgroup.com

Buyback

Buyback Data 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Average
$ Amount Purchased
($ in 000s)		 $5,858 $6,946 $9,346 $5,995 $8,753 $3,698 $21,984 $2,699 $2,851 - - $7,570
Average Price $58.82 $61.60 $47.78 $60.30 $45.18 $35.07 $19.59 $16.62 $13.87 - - $29.67
# Shares Purchased 99,599 112,771 195,595 99,424 193,737 105,424 1,121,916 162,361 205,521 - - 255,150
Buyback Performance 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Average
Total Return to Date -79.6% -80.5% -74.9% -80.1% -73.4% -65.8% -38.8% -27.8% -13.5% - - -59.6%
S&P 500 Return to Date 181.9% 173.0% 168.6% 129.7% 104.9% 93.1% 74.8% 31.7% 37.3% - - 110.5%
Excess Total Return -261.5% -253.5% -243.5% -209.8% -178.3% -158.9% -113.6% -59.5% -50.8% - - -170.1%
Quartile Rank
Percentile Rank 7% 6% 7% 5% 6% 7% 11% 25% 33% - - 11%
Buyback returns calculated using weighted average buyback price over the last 10 years and comparing to current day stock price value. S&P 500 used as benchmark for excess return.

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