Investor Relations

Investor FAQs

What is Westwood Holdings Group, Inc.'s ticker symbol and what exchange is it traded on?

Westwood Holdings Group, Inc. common stock is traded under the symbol “WHG” on the New York Stock Exchange.

What is the CUSIP number for Westwood's common stock?

The CUSIP for Westwood Holdings Group, Inc. common stock is 961765104.

When did Westwood become a public company?

Westwood commenced trading on the New York Stock Exchange on July 1, 2002.

When is Westwood's fiscal year-end?

Westwood’s fiscal year-end is December 31st.

Who is Westwood's transfer agent and how do I contact them?

Westwood’s transfer agent is American Stock Transfer & Trust Company (“AST”).

6201 15th Avenue
Brooklyn, NY 11219

email: info@amstock.com

Phone
Toll Free: 800.937.5449
Toll: 718.921.8124

website: www.amstock.com

Who do I contact to change my address or transfer my shares?

Please contact our transfer agent:

American Stock Transfer & Trust Company
6201 15th Avenue
Brooklyn, NY 11219

email: info@amstock.com

Phone
Toll Free: 800.937.5449
Toll: 718.921.8124

website: www.amstock.com

Can I have my dividends electronically deposited directly to my bank?

Yes, registered stockholders can have their dividends electronically deposited into their bank account. Please contact American Stock Transfer & Trust Company using the contact information below if you are interested in this service.

American Stock Transfer & Trust Company
6201 15th Avenue
Brooklyn, NY 11219

email: info@amstock.com

Phone
Toll Free: 800.937.5449
Toll: 718.921.8124

website: www.amstock.com

How are dividends paid on WHG stock reported for tax purposes?

Quarterly dividends will be reported as qualified dividend income on form 1099-DIV. Registered stockholders will receive a 1099-DIV from our transfer agent, American Stock Transfer & Trust Company. Stockholders who own their shares in a brokerage account in street name should receive the 1099-DIV from their broker. For specific questions regarding the taxation of dividends you receive, please consult your tax advisor.

Does Westwood offer a dividend reinvestment program or other direct means of purchasing its common stock?

Westwood does not currently offer a dividend reinvestment program or a direct stock purchase program.

Who is Westwood's independent auditor?

Westwood’s independent auditor is Deloitte & Touche LLP of Dallas, Texas.

Who is Westwood's corporate counsel?

Westwood’s corporate counsel is Norton Rose Fulbright US LLP.

Who should I contact if I have financial questions about Westwood?

Please email us at info@westwoodgroup.com or click here for further information.

Who should I contact for additional information if I am a prospective client of Westwood Management, Westwood Trust or the WHG Funds?

You may email info@westwoodgroup.com or call at 214.756.6900.

Who should I contact to inquire about career opportunities at Westwood?
Do you have another question that hasn't been answered?

Questions for the Investor Relations Department can be submitted here.

The Westwood Funds are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with Westwood Holdings Group, Inc. or any other affiliate. SIDCO is located at 1 Freedom Valley Drive, Oaks PA 19456.

To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund’s prospectus which may be obtained by calling 1.877.FUND.WHG (1.877.386.3944). Please read the prospectus carefully before investing.

Mutual fund investing involves risk, including the possible loss of principal.