Westwood Holdings Group is a holding company. Co. manages investment assets and provides services for its clients through its subsidiaries, Westwood Management Corp. and Westwood Advisors, L.L.C. (referred to hereinafter together as Westwood Management), and Westwood Trust. Westwood Management provides investment advisory services to institutional investors, a family of mutual funds called the Westwood Funds®, other mutual funds, individual investors and clients of Westwood Trust. Westwood Trust provides trust, custodial and investment management services through use of commingled funds and individual securities to institutions and individuals. The WHG stock yearly return is shown above.
The yearly return on the WHG stock yearly return page and across the coverage universe of our site,
is a measure of the annual return over the calendar year 2016 for the given stock.
When performing this calculation it is important to factor in dividends, because a financial instrument's annual return is
more than just the change in price if that instrument pays a dividend or coupon.
One way to factor dividends into the return is simply to count them as cash — we don't do
that here. Instead, our website aims to empower investors
by performing the WHG annual return calculation with any dividends reinvested as applicable (on ex-dates).
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