Westwood Holdings Group Inc (WHG) returns
Westwood Holdings Group returns over 10 years
$1,000 invested in Westwood Holdings Group ten years ago was worth $644.21 at the close on October 30, 2026, with dividends reinvested: an average return of -4.3% a year. The same $1,000 in the S&P 500 (SPY) became $4,166.
Total return by period
| Period | Total return | A year, on average | $1,000 became | S&P 500 (SPY) |
|---|---|---|---|---|
| 1 month | +1.1% | — | $1,011 | -0.9% |
| 3 months | -0.9% | — | $991.47 | +2.1% |
| Year to date | +12.3% | — | $1,123 | +11.7% |
| 1 year | +20.0% | — | $1,200 | +12.4% |
| 3 years | +132.7% | +32.5% | $2,327 | +88.5% |
| 5 years | +33.9% | +6.0% | $1,339 | +76.0% |
| 10 years | -35.6% | -4.3% | $644.21 | +316.6% |
Westwood Holdings Group return by calendar year
| Year | WHG | S&P 500 (SPY) | Difference |
|---|---|---|---|
| 2026 to date | +12.3% | +11.7% | +0.7% |
| 2025 | +23.1% | +17.7% | +5.4% |
| 2024 | +20.8% | +24.9% | -4.1% |
| 2023 | +18.8% | +26.2% | -7.4% |
| 2022 | -31.4% | -18.2% | -13.2% |
| 2021 | +32.7% | +28.7% | +4.0% |
| 2020 | -50.1% | +18.4% | -68.5% |
| 2019 | -4.4% | +31.2% | -35.6% |
| 2018 | -45.8% | -4.6% | -41.2% |
| 2017 | +15.2% | +21.7% | -6.5% |
| 2016 | +20.0% | +12.0% | +8.0% |
Past returns do not predict future returns. Returns are computed from our daily closes, adjusted for splits and with dividends reinvested on their ex-dates; taxes and trading costs are left out.
See also: WHG valuation
No forecast, no recommendation. This page describes Westwood Holdings Group Inc from published data; it is not advice to buy, sell or hold any security.
Figures as of the close on Oct 30, 2026 unless a row says otherwise. Prices are split adjusted; returns include dividends reinvested. Data may be delayed. See the disclaimer and how TrendArc works.