Westwood Holdings Group, Inc. manages investment assets and provides services for clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C. and Salient Advisors, L.P. Co.'s segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals, sub-advisory. It also provides investment management services to the Westwood Funds. Co.'s advisory business investment capabilities: U.S. Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, and Income Alternatives. 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 2024 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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