公司概覽
業務類別 Asset Management
業務概覽 Westwood Holdings Group Inc manages investment assets and provides services for clients through subsidiaries. It 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 custodialservices to its clients and its advisory segment 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 its revenue from the United States, and also has its presence in Canada.
公司地址 200 Crescent Court, Suite 1200, Dallas, TX, USA, 75201
電話號碼 +1 214 756-6900
傳真號碼 --
公司網頁 https://www.westwoodgroup.com
員工數量 148
 
公司高管 / 董事會成員
公司高管
高管 職務 年薪 更新日期
Mr. Brian O. Casey Director and Chief Executive Officer 美元 750.00K 13/03/2026
Mr. Fabian Gomez President and Chief Operating Officer 美元 441.67K 13/03/2026
Mr. Murray Forbes, III Managing Director, Chief Financial Officer, Principal Accounting Officer and Treasurer -- 04/03/2026
Mr. David O. Linton Managing Director and Head of Distribution -- 13/03/2026
 
董事會成員
董事會 職務 更新日期
Mr. Brian O. Casey Director and Chief Executive Officer 13/03/2026
Mr. Geoffrey R. Norman Independent Director 13/03/2026
Ms. Janice Ryan Independent Director 13/03/2026
Ms. Ellen H. Masterson Independent Director 13/03/2026
Mr. J. Hale Hoak Independent Director 13/03/2026
Ms. Katherine A. Murray Independent Director 13/03/2026
Mr. Randy A. Bowman Chairman of the Board 13/03/2026
 
所屬ETF (更新日期: 02/05/2026 04:26)
代號 名稱 佔比% 持有日期
IWMiShares Russell 2000 ETF1.31%29/04/2026
IWNiShares Russell 2000 Value ETF0.65%29/04/2026
BSVOEA Bridgeway Omni Small-Cap Value ETF0.45%29/04/2026
VTWOVanguard Russell 2000 ETF0.39%31/03/2026
DFASDimensional US Small Cap ETF0.33%29/04/2026
DFATDimensional US Targeted Value ETF0.32%29/04/2026
GABGabelli Equity Trust0.25%31/12/2025
IWCiShares Micro-Cap ETF0.20%29/04/2026
DFACDimensional US Core Equity 2 ETF0.20%29/04/2026
VTWVVanguard Russell 2000 Value ETF0.06%31/03/2026
PRFZInvesco RAFI US 1500 Small-Mid ETF0.02%29/04/2026
OMFSInvesco Russell 2000® Dynamic Mltfct ETF0.01%29/04/2026
DFSUDimensional US Sustainability Core 1 ETF0.01%29/04/2026
VTHRVanguard Russell 3000 ETF0.01%31/03/2026
ITWOProShares Russell 2000 High Income ETF0.004%29/04/2026
URTYProShares UltraPro Russell20000.003%29/04/2026
UWMProShares Ultra Russell20000.003%29/04/2026
FLQSFranklin US Small Cap Mltfctr Idx ETF0.003%29/04/2026
DFUSDimensional US Equity Market ETF0.002%29/04/2026
DFSVDimensional US Small Cap Value ETF0.002%29/04/2026
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