WHG Stock Summary and Trading Ideas (Westwood Holdings Group | NYSE:WHG)

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 custodial services 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.

Westwood Holdings Group trades on the NYSE stock market under the symbol WHG.

As of January 3, 2025, WHG stock price climbed to $15.14 with 25,996 million shares trading.

WHG has a market cap of $141.00 million. This is considered a Micro Cap stock.

In the last 3 years, WHG traded as high as $20.00 and as low as $8.91.

The top ETF exchange traded funds that WHG belongs to (by Net Assets): VTI, VXF, BSVO, DFAT, IWC.

WHG has underperformed the market in the last year with a price return of +24.6% while the SPY ETF gained +27.8%. However, in the short term, WHG had mixed performance relative to the market. It has outperformed in the last 3 months, returning +6.0% vs +4.6% return in SPY. But in the last 2 weeks, WHG shares have been beat by the market, returning -1.0% compared to an SPY return of +0.1%.

WHG support price is $14.38 and resistance is $15.46 (based on 1 day standard deviation move). This means that using the most recent 20 day stock volatility and applying a one standard deviation move around the stock's closing price, stastically there is a 67% probability that WHG shares will trade within this expected range on the day.