Westwood Holdings Group (Westwood Holdings Group) Total Assets Under Management for ASM (USD Mil) : 15,459.00 (As of Dec. 2023)

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What is Westwood Holdings Group Total Assets Under Management for ASM (USD Mil)?

Total Assets Under Management for ASM (USD Mil) is the total market value of the investments that managed by asset management company.

Westwood Holdings Group's Total Assets Under Management for ASM (USD Mil) for the quarter that ended in Dec. 2023 was 15,459.00 , which higher from pervious quarter (Sep. 2023)'s result by 7.26%.

Westwood Holdings Group's Total Assets Under Management for ASM (USD Mil) for the annual that ended in Dec. 2023 was 15,459.00 , which higher from pervious year (Dec. 2022)'s result by 4.60%.

The historical rank and industry rank for Westwood Holdings Group's Total Assets Under Management for ASM (USD Mil) or its related term are showing as below:

WHG's Total Assets Under Management for ASM (USD Mil) is not ranked ^*
in the Asset Management industry.
Industry Median:
* Ranked among companies with meaningful Total Assets Under Management for ASM (USD Mil) only.

Among the Total assets, for the quarter that ended in Dec. 2023, Mutual Fund Assets (USD Mil) was 4,104.00, takes up 26.55% of the total assets.

Among the Total assets, for the annual that ended in Dec. 2023, Mutual Fund Assets (USD Mil) was 1,500.00, takes up 9.70% of the total assets.

Westwood Holdings Group Total Assets Under Management for ASM (USD Mil) Historical Data

The historical data trend for Westwood Holdings Group's Total Assets Under Management for ASM (USD Mil) can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Westwood Holdings Group Total Assets Under Management for ASM (USD Mil) Chart

Westwood Holdings Group Annual Data

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Westwood Holdings GroupQuarterly Data

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Total Assets Under Management for ASM (USD Mil)

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Asset Net Inflows (USD Mil)

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Competitive Comparison of Westwood Holdings Group's Total Assets Under Management for ASM (USD Mil)

For the Asset Management subindustry, Westwood Holdings Group's Total Assets Under Management for ASM (USD Mil), along with its competitors' market caps and Total Assets Under Management for ASM (USD Mil) data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Westwood Holdings Group (NYSE:WHG) Total Assets Under Management for ASM (USD Mil) Explanation

Total Assets Under Management for ASM (USD Mil) refers to how much money asset management company is managing for their clients. Investors often consider higher investment inflows and higher Assets under management (AUM) as a positive indicator of quality and management experience. It is also usually considered in conjunction with management performance and management experience.

Westwood Holdings Group Total Assets Under Management for ASM (USD Mil) Related Terms

Thank you for viewing the detailed overview of Westwood Holdings Group's Total Assets Under Management for ASM (USD Mil) provided by GuruFocus.com. Please click on the following links to see related term pages.

Westwood Holdings Group (Westwood Holdings Group) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Westwood Holdings Group Inc (NYSE:WHG) » Definitions » Total Assets Under Management for ASM (USD Mil)

Comparable Companies

Traded in Other Exchanges

N/A

Address

200 Crescent Court, Suite 1200, Dallas, TX, USA, 75201

Website

https://www.westwoodgroup.com

Westwood Holdings Group Inc through its subsidiaries is engaged in managing investment assets and providing services for its clients. The company operates its business through the Advisory and Trust segments. Its advisory segment provides 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 offers trust and custodial services to its clients and to its advisory segment and sponsors common trust funds to institutions and high net worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of revenue from the United States.

Executives

John Porter Montgomery	officer: COO	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Leah Bennett	officer: President-Westwood Wealth Mgmt	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Ehinger John Anthony Jr	officer: Head of Legal, CCO	279 BENSON LAN, COPPELL TX 75019
Matthew Lockridge	officer: Head, U.S. Value Inv.	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Jcp Investment Management, Llc	10 percent owner	1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027
Adrian Helfert	officer: CIO, Multi-Asset Inv.	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Richard M Frank	director	4441 W AIRPORT FREEWAY, IRVING TX 75062
Brian O Casey	director, officer: President & CEO	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Raymond E Wooldridge	director	200 CRESCENT COURT, STE 1200, DALLAS TX 75201
Fabian Gomez	officer: Chief Operating Officer	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Randy A Bowman	director	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Jcp Investment Holdings, Llc	10 percent owner, other: See Footnote 1	1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027
Jcp Investment Partners, Lp	10 percent owner, other: See Footnote 1	1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027
Jcp Investment Partnership, Lp	10 percent owner, other: See Footnote 1	1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027
James C Pappas	10 percent owner	1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027