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Westwood Hldgs SEC Filings

WHG NYSE

Welcome to our dedicated page for Westwood Hldgs SEC filings (Ticker: WHG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Parsing Westwood Holdings Group’s multi-segment financials can be daunting—especially when the annual report stretches past 200 pages and insider trading updates arrive without warning. Whether you’re searching for “Westwood Holdings Group insider trading Form 4 transactions” before rebalancing or need “Westwood Holdings Group quarterly earnings report 10-Q filing” details to model fee income, the raw EDGAR feed offers little context.

Stock Titan solves that problem. Our AI-powered engine delivers “Westwood Holdings Group SEC filings explained simply,” turning dense disclosures into clear, plain-English briefs. Expect “Westwood Holdings Group Form 4 insider transactions real-time” alerts, AI tagging that links segment fee trends to equity performance, and side-by-side “Westwood Holdings Group earnings report filing analysis” that surfaces assets under management, trust revenue, and performance fees in minutes.

Every document matters for an asset manager. Our dashboard tracks:

  • 10-K — “Westwood Holdings Group annual report 10-K simplified” with revenue breakout by Advisory and Trust segments.
  • 10-Q — fee-margin movements plus chatbot answers for understanding Westwood Holdings Group SEC documents with AI.
  • 8-K — “Westwood Holdings Group 8-K material events explained,” including new ETF launches and mandate wins.
  • DEF 14A — “Westwood Holdings Group proxy statement executive compensation” decoded to show incentive alignment.
  • Form 4 — “Westwood Holdings Group executive stock transactions Form 4” heat-maps to spot insider sentiment.

Real-time notifications, AI summaries, and expert context let analysts monitor capital allocation, dividend policy, and AUM growth without combing through every footnote. Save hours and make confident decisions with Westwood’s filings, already distilled by Stock Titan’s intelligent platform.

Rhea-AI Summary

On 07/10/2025, Cambium Networks Corporation (CMBM) Senior VP, Products Vivek Vibhu filed a Form 4 reporting a single insider transaction.

  • Transaction type: Code F – shares withheld to cover tax obligations related to equity vesting.
  • Volume: 3,579 ordinary shares disposed at $0.4408 per share.
  • Remaining ownership: 117,279 shares held directly after the transaction.

No derivative securities were involved and no additional transactions were disclosed. The disposal represents roughly 3 % of the insider’s direct stake, suggesting a routine administrative event with limited market significance.

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Westwood Holdings Group, Inc. (WHG) – SEC Form 3 filing

On 20 June 2025 a Form 3 was filed for Janice Ryan, who joined WHG’s Board of Directors on 3 June 2025. The form serves as the initial statement of beneficial ownership required under Section 16(a).

  • Securities owned: 0 shares of WHG common stock reported; no derivative securities disclosed.
  • Ownership form: Direct (D); no indirect or joint holdings indicated.
  • Filing logistics: The report notes a filing delay attributed to enrollment in EDGAR Next.

No financial metrics, compensation data, or additional transactions are included. The filing is administrative, signalling Ryan’s formal board appointment and confirming that, as of the event date, she holds no WHG equity.

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FAQ

What is the current stock price of Westwood Hldgs (WHG)?

The current stock price of Westwood Hldgs (WHG) is $15.37 as of July 15, 2025.

What is the market cap of Westwood Hldgs (WHG)?

The market cap of Westwood Hldgs (WHG) is approximately 151.0M.

What is the core business of Westwood Holdings Group, Inc. (WHG)?

Westwood is a diversified asset management firm that delivers tailored investment advisory and trust services to institutional, private wealth, and intermediary clients.

Which segments constitute Westwood's business model?

Westwood operates through two main segments: the Advisory segment, which focuses on delivering a wide range of investment strategies, and the Trust segment, providing custodial and fiduciary services.

What investment strategies does Westwood offer?

The firm offers a variety of strategies, including U.S. equities, multi-asset portfolios, global and emerging market equities, convertible securities, and master limited partnerships (MLPs), among others.

How does Westwood approach innovation in its product offerings?

Westwood has enhanced its product lineup by integrating volatility-managed ETF strategies, partnering with WEBs Investments Inc. to bring dynamic, rules-based investment solutions to its clients.

What role does the Trust segment play in Westwood's operations?

The Trust segment provides essential custodial and fiduciary services, ensuring secure management of client assets and offering common trust funds for institutions and high-net-worth individuals.

How does Westwood manage risk for its clients?

The firm employs advanced tactical asset allocation and dynamic volatility management techniques to balance exposure and mitigate risks in varying market conditions.

What distinguishes Westwood’s geographic and operational reach?

Headquartered in Dallas with offices in key financial cities such as Toronto, Boston, Houston, Chicago, and San Francisco, Westwood effectively combines regional expertise with a broad national presence.

How does Westwood cater to diverse investor needs?

Westwood offers customized solutions through various investment vehicles like separate accounts, mutual funds, and UCITS funds, accommodating different risk profiles and investment objectives.
Westwood Hldgs

NYSE:WHG

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151.01M
7.41M
10.66%
59.33%
0.05%
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