WESTWOOD HOLDINGS (WHG)

The company reports through two main segments: Advisory and Trust. The Advisory business is the larger contributor and provides investment management services directly to clients as well as sub-advisory services to funds and related vehicles. This segment also supports the Westwood Funds, giving investors access to the firm’s strategies through registered investment products.

The Trust segment broadens Westwood’s offering beyond portfolio management. It provides trust, custodial, and administrative services, and sponsors common trust funds designed for institutions and high-net-worth clients. This structure allows Westwood to serve clients that need investment oversight, fiduciary support, and custody-related services within a single relationship.

Although Westwood has a presence in Canada, its revenue base is concentrated in the United States. As a publicly listed asset manager, its results are influenced by market performance, investor flows, fee rates, and demand for active management. The company’s distinguishing feature is its combination of institutional advisory capabilities with trust and private-client services, positioning it at the intersection of investment management, fiduciary oversight, and wealth administration.