Lumida
/WHG
⌘K
Westwood Holdings Group Inc

Westwood Holdings Group Inc

WHG
$19.80USD-1.00%-0.20 today

MARKET CAP

187.9M

P/E (TTM)

24.1x

FWD P/E

DAY RANGE

$20 – $20

52W RANGE

$15
$21

AI Summary

Stalk
StalkMedium

Despite the Stage 2 advancing regime and a bullish medium-term bias supported by higher highs and bullish moving average alignment, the active bearish exhaustion pattern, extreme overbought conditions, and price extended above EMAs argue against initiating now. We will wait for a pullback into the 9/21EMA or 50-day MA support zone and signs of acceptance before engaging.

  • AUM rose to $18.3B from $17.4B, led by energy and real asset strategies
  • Institutional sales surged 36% YoY, driving robust net inflows
  • Q1 revenues fell to $25M from $27.1M; net income dropped to $0.8M
Full analysis →
Insider Trades38 trades
DateSideTickerInsiderRoleSharesPriceMkt Cap52W High52W LowValue% ChgRuleAI View
Feb 23, 2026SellWHGJohn Anthony Jr EhingerHead of Legal and Compliance838$16.22$187.9M-5.58%+34.69%$13.6K-4.39%Stalk
Feb 23, 2026SellWHGDavid O LintonHead of Distribution2,654$16.22$187.9M-5.58%+34.69%$43.0K-8.28%Stalk
Feb 23, 2026SellWHGDavid O LintonHead of Distribution2,654$16.22$187.9M-5.58%+34.69%$43.0K-8.28%Stalk
Feb 23, 2026SellWHGMurray Iii ForbesChief Financial Officer2,859$16.22$187.9M-5.58%+34.69%$46.4K-4.16%Stalk
Feb 23, 2026SellWHGMurray Iii ForbesChief Financial Officer2,859$16.22$187.9M-5.58%+34.69%$46.4K-4.16%Stalk
Feb 23, 2026SellWHGMatthew LockridgeHead, U.S. Value Inv.5,379$16.22$187.9M-5.58%+34.69%$87.2K-6.46%Stalk
Feb 23, 2026SellWHGMatthew LockridgeHead, U.S. Value Inv.5,379$16.22$187.9M-5.58%+34.69%$87.2K-6.46%Stalk
Feb 23, 2026SellWHGFabian GomezPresident6,223$16.22$187.9M-5.58%+34.69%$100.9K-4.83%Stalk
Feb 23, 2026SellWHGFabian GomezPresident and COO6,223$16.22$187.9M-5.58%+34.69%$100.9K-4.83%Stalk
Feb 23, 2026SellWHGAdrian HelfertCIO, Multi-Asset Inv.10,772$16.22$187.9M-5.58%+34.69%$174.7K-6.21%Stalk
Feb 23, 2026SellWHGAdrian HelfertCIO, Multi-Asset Inv.10,772$16.22$187.9M-5.58%+34.69%$174.7K-6.21%Stalk
Feb 23, 2026SellWHGBrian O CaseyCEO18,943$16.22$187.9M-5.58%+34.69%$307.3K-3.45%Stalk
Feb 23, 2026SellWHGBrian O CaseyCEO18,943$16.22$187.9M-5.58%+34.69%$307.3K-3.45%Stalk
Dec 10, 2025SellWHGBrian O CaseyCEO8,341$16.55$187.9M-5.58%+34.69%$138.0K-1.67%Stalk
Dec 9, 2025SellWHGBrian O CaseyCEO1,764$16.41$187.9M-5.58%+34.69%$28.9K-0.35%Stalk
Dec 8, 2025SellWHGBrian O CaseyCEO1,602$16.45$187.9M-5.58%+34.69%$26.3K-0.32%Stalk
Dec 5, 2025SellWHGBrian O CaseyCEO1,351$16.44$187.9M-5.58%+34.69%$22.2K-0.27%Stalk
Nov 26, 2025SellWHGBrian O CaseyCEO139$17.00$187.9M-5.58%+34.69%$2.4K-0.01%Stalk
Nov 10, 2025SellWHGBrian O CaseyCEO370$17.00$187.9M-5.58%+34.69%$6.3K-0.07%Stalk
Aug 29, 2025SellWHGBrian O CaseyCEO6,750$18.00$187.9M-5.58%+34.69%$121.5K-1.32%Stalk
Jun 5, 2025SellWHGFabian GomezPresident7,000$15.50$187.9M-5.58%+34.69%$108.5K-6.76%Stalk
Feb 21, 2025SellWHGJohn Anthony Jr EhingerHead of Legal, CCO448$16.44$187.9M-5.58%+34.69%$7.4K-3.20%Stalk
Feb 21, 2025SellWHGMatthew MazzeiController524$16.44$187.9M-5.58%+34.69%$8.6K-12.09%Stalk
Feb 21, 2025SellWHGMurray Iii ForbesChief Financial Officer2,815$16.44$187.9M-5.58%+34.69%$46.3K-4.66%Stalk
Feb 21, 2025SellWHGMatthew LockridgeHead, U.S. Value Inv.4,939$16.44$187.9M-5.58%+34.69%$81.2K-5.60%Stalk
Feb 21, 2025SellWHGFabian GomezPresident5,265$16.44$187.9M-5.58%+34.69%$86.6K-4.84%Stalk
Feb 21, 2025SellWHGBrian O CaseyCEO13,159$16.44$187.9M-5.58%+34.69%$216.3K-2.50%Stalk
Feb 21, 2025SellWHGAdrian HelfertCIO, Multi-Asset Inv.13,395$16.44$187.9M-5.58%+34.69%$220.2K-7.17%Stalk
Mar 6, 2024SellWHGMatthew LockridgeHead, U.S. Value Inv.14,000$12.01$187.9M-5.58%+34.69%$168.1K-19.92%Stalk
Feb 23, 2024SellWHGJohn Anthony Jr EhingerHead of Legal, CCO117$12.00$187.9M-5.58%+34.69%$1.4K-1.27%Stalk
Feb 23, 2024SellWHGMurray Iii ForbesChief Financial Officer2,723$12.00$187.9M-5.58%+34.69%$32.7K-5.19%Stalk
Feb 23, 2024SellWHGLeah BennettPresident-Westwood Wealth Mgmt3,608$12.00$187.9M-5.58%+34.69%$43.3K-6.05%Stalk
Feb 23, 2024SellWHGFabian GomezPresident4,185$12.00$187.9M-5.58%+34.69%$50.2K-4.74%Stalk
Feb 23, 2024SellWHGBrian O CaseyCEO5,694$12.00$187.9M-5.58%+34.69%$68.3K-1.16%Stalk
Feb 23, 2024SellWHGMatthew LockridgeHead, U.S. Value Inv.6,827$12.00$187.9M-5.58%+34.69%$81.9K-8.85%Stalk
Feb 23, 2024SellWHGAdrian HelfertCIO, Multi-Asset Inv.11,611$12.00$187.9M-5.58%+34.69%$139.3K-6.91%Stalk
Sep 11, 2023SellWHGJohn Porter MontgomeryChief Operating Officer1,667$9.90$187.9M-5.58%+34.69%$16.5K-0.54%Stalk
Aug 9, 2023SellWHGLeah BennettPresident-Westwood Wealth Mgmt850$10.97$187.9M-5.58%+34.69%$9.3K-2.19%Stalk