Westwood (WHG)

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	22.79 mm	22.79 mm	22.79 mm	22.79 mm	22.79 mm	22.79 mm
Cash burn (monthly)	326.67 k	(no burn)	164.67 k	450.33 k	(no burn)	(no burn)
Cash used (since last report)	1.65 mm	n/a	833.56 k	2.28 mm	n/a	n/a
Cash remaining	21.14 mm	n/a	21.96 mm	20.51 mm	n/a	n/a
Runway (months of cash)	64.7	n/a	133.3	45.5	n/a	n/a

Beta Read what these cash burn values mean

Financial data from Westwood earnings reports.

Institutional ownership, Q4 2024

WHG institutional ownership history Ownership history

58.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	52	45	+15.6%
Opened positions	9	29	-69.0%
Closed positions	2	1	+100.0%
Increased positions	23	7	+228.6%
Reduced positions	7	4	+75.0%

13F shares	Current	Prev Q	Change
Total value	65.97 bn	65.51 bn	+0.7%
Total shares	5.45 mm	5.45 mm	+0.1%
Total puts	0.00	0.00
Total calls	1.60 k	0.00	NEW
Total put/call ratio	–	–	–

Largest owners	Shares	Value	Change
Hoak Public Equities	744.35 k	$11.54 mm	+10.6%
Allspring Global Investments	585.84 k	$8.74 bn	+0.3%
Gamco Investors	446.70 k	$6.48 bn	0.0%
Renaissance Technologies	420.13 k	$6.10 bn	-2.8%
Vanguard	375.16 k	$5.44 bn	-7.2%
North Star Investment Management	362.00 k	$5.25 bn	+0.8%
Deprince Race & Zollo	327.93 k	$4.76 bn	-28.3%
Dimensional Fund Advisors	258.81 k	$3.75 bn	+4.0%
BlackRock	223.03 k	$3.24 bn	+3.4%
Russell Investments	190.90 k	$2.77 bn	-31.9%

Largest transactions	Shares	Bought/sold	Change
Peapod Lane Capital	174.55 k	+174.55 k	NEW
Acuitas Investments	0.00	-158.62 k	EXIT
Deprince Race & Zollo	327.93 k	-129.33 k	-28.3%
Russell Investments	190.90 k	-89.44 k	-31.9%
Hoak Public Equities	744.35 k	+71.29 k	+10.6%
Vanguard	375.16 k	-29.23 k	-7.2%
Susquehanna International	47.03 k	+24.48 k	+108.6%
Ancora Advisors	24.01 k	+24.01 k	NEW
683 Capital Management	22.18 k	+22.18 k	NEW
Garner Asset Management	140.75 k	+14.43 k	+11.4%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

WHG insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
21 Feb 25	Matthew Mazzei	common stock	Payment of exercise	Dispose F	No	No	16.44	524	8.61 k	3,809
21 Feb 25	Matthew Mazzei	common stock	Grant	Acquire A	No	No	0	1,764	0.00	4,333
21 Feb 25	John Anthony Ehinger Jr	common stock	Payment of exercise	Dispose F	No	No	16.44	448	7.37 k	13,541
21 Feb 25	John Anthony Ehinger Jr	common stock	Grant	Acquire A	No	No	0	4,867	0.00	13,989
21 Feb 25	Murray Forbes III	common stock	Payment of exercise	Dispose F	No	No	16.44	2,815	46.28 k	57,587
21 Feb 25	Murray Forbes III	common stock	Grant	Acquire A	No	No	0	10,645	0.00	60,402
21 Feb 25	Adrian Helfert	common stock	Payment of exercise	Dispose F	No	No	16.44	13,395	220.21 k	173,523
21 Feb 25	Adrian Helfert	common stock	Grant	Acquire A	No	No	0	30,414	0.00	186,918
21 Feb 25	Gomez Fabian	common stock	Payment of exercise	Dispose F	No	No	16.44	5,265	86.56 k	103,509
21 Feb 25	Gomez Fabian	common stock	Grant	Acquire A	No	No	0	24,636	0.00	108,774

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

News

From Benzinga Pro

Westwood Holdings Gr Q4 2024 GAAP EPS $0.39 Down From $0.63 YoY, Sales $25.60M Up From $23.23M YoY

12 Feb 25

Westwood Holdings Gr (NYSE:WHG) reported quarterly earnings of $0.39 per share. This is a 38.1 percent decrease over earnings of $0.63 per share from the same period last year. The company reported $25.60 million in

Earnings Scheduled For February 12, 2025

12 Feb 25

Press releases

From Benzinga Pro

Westwood Holdings Group Reports Fourth Quarter and Full Year 2024 Results

12 Feb 25

ETF platform strongly outperforms AUM and volume targets for MDSTWestwood Engineered Beta partnership launches first two innovative ETFsWestwood's Board authorized an additional $5.0 million of share repurchases DALLAS,

WEBs Investments Inc. and Westwood Holdings Group Launch Defined Volatility℠ ETF Series with Debut of DVSP and DVQQ

17 Dec 24

WEBs and Westwood Holdings Group Launch Two New, Innovative ETFs Into the Market that Directly Align with Today's Market Environment and Investors' NeedsCreated by ETF Pioneer Ben Fulton and Directly Supported by