Westwood (WHG) Stock: Why It's Up Today
Updated Oct 19, 2026, 4:00 PM ET · closing price
- Closed at $18.74, +0.59% vs the prior close of $18.63.
- Volume 5.71K shares, 0.3x its 50-day average (light).
- No new SEC filings since the prior session.
- No new insider buys or sales reported since the prior session.
WHG rises 0.6% to $18.74. Closed at $18.74, +0.59% vs the prior close of $18.63. Day range $18.60–$18.76, opened at $18.63.
WHG daily analysis — what happened
A plain-English, data-only note for every US trading day (today's note updates every 2 hours while the market is open). Newest first; older days stay archived below.
Oct 19, 2026 — WHG rises 0.6% to $18.74
- Closed at $18.74, +0.59% vs the prior close of $18.63. Day range $18.60–$18.76, opened at $18.63.
- Volume was 5.71K shares, 0.3x its 50-day average of 17.96K — lighter than usual.
- Price is -1.8% vs its 50-day average ($19.09) and +5.2% vs its 200-day average ($17.81).
- 52-week range $14.70–$20.97; today's close sits at 64% of that range, 10.6% below the 52-week high.
Oct 16, 2026 — WHG dips 2.6% to $18.63
- Closed at $18.63, -2.61% vs the prior close of $19.13. Day range $18.62–$18.63, opened at $19.09.
- Volume was 3.75K shares, 0.2x its 50-day average of 18.09K — lighter than usual.
- Price is -2.5% vs its 50-day average ($19.11) and +4.6% vs its 200-day average ($17.80).
- 52-week range $14.70–$20.97; today's close sits at 63% of that range, 11.2% below the 52-week high.
Oct 15, 2026 — WHG ends flat (-0.1%) to $19.13
- Closed at $19.13, -0.05% vs the prior close of $19.14. Day range $18.91–$19.25, opened at $19.25.
- Volume was 7.50K shares, 0.4x its 50-day average of 18.29K — lighter than usual.
- Price is -0.0% vs its 50-day average ($19.13) and +7.5% vs its 200-day average ($17.80).
- 52-week range $14.70–$20.97; today's close sits at 71% of that range, 8.8% below the 52-week high.
Oct 14, 2026 — WHG rises 0.4% to $19.14
- Closed at $19.14, +0.37% vs the prior close of $19.07. Day range $18.83–$19.28, opened at $18.95.
- Volume was 19.80K shares, 1.1x its 50-day average of 18.19K.
- Price is +0.0% vs its 50-day average ($19.13) and +7.6% vs its 200-day average ($17.79).
- 52-week range $14.70–$20.97; today's close sits at 71% of that range, 8.7% below the 52-week high.
Oct 13, 2026 — WHG rises 1.8% to $19.07
- Closed at $19.07, +1.82% vs the prior close of $18.73. Day range $18.64–$19.22, opened at $18.64.
- Volume was 9.50K shares, 0.5x its 50-day average of 18.50K — lighter than usual.
- Price is -0.3% vs its 50-day average ($19.13) and +7.2% vs its 200-day average ($17.79).
- 52-week range $14.70–$20.97; today's close sits at 70% of that range, 9.1% below the 52-week high.
Oct 12, 2026 — WHG dips 1.0% to $18.73, 3 down days in a row
- Closed at $18.73, -1.00% vs the prior close of $18.92. Day range $18.59–$19.17, opened at $18.83.
- Volume was 6.50K shares, 0.3x its 50-day average of 19.19K — lighter than usual.
- Price is -2.1% vs its 50-day average ($19.13) and +5.4% vs its 200-day average ($17.78).
- 52-week range $14.70–$20.97; today's close sits at 64% of that range, 10.7% below the 52-week high.
- That makes 3 straight losses.
Oct 9, 2026 — WHG dips 1.5% to $18.92
- Closed at $18.92, -1.46% vs the prior close of $19.20. Day range $18.81–$19.11, opened at $19.11.
- Volume was 3.50K shares, 0.2x its 50-day average of 19.38K — lighter than usual.
- Price is -1.2% vs its 50-day average ($19.14) and +6.4% vs its 200-day average ($17.77).
- 52-week range $14.70–$20.97; today's close sits at 67% of that range, 9.8% below the 52-week high.
Oct 8, 2026 — WHG ends flat (-0.3%) to $19.20
- Closed at $19.20, -0.26% vs the prior close of $19.25. Day range $19.00–$19.29, opened at $19.10.
- Volume was 12.10K shares, 0.6x its 50-day average of 19.36K.
- Price is +0.3% vs its 50-day average ($19.15) and +8.0% vs its 200-day average ($17.77).
- 52-week range $14.70–$20.97; today's close sits at 72% of that range, 8.4% below the 52-week high.
Oct 7, 2026 — WHG rises 1.3% to $19.25
- Closed at $19.25, +1.26% vs the prior close of $19.01. Day range $18.71–$19.29, opened at $18.76.
- Volume was 7.60K shares, 0.4x its 50-day average of 19.95K — lighter than usual.
- Price is +0.5% vs its 50-day average ($19.15) and +8.3% vs its 200-day average ($17.77).
- 52-week range $14.70–$20.97; today's close sits at 73% of that range, 8.2% below the 52-week high.
Oct 6, 2026 — WHG ends flat (-0.1%) to $19.01
- Closed at $19.01, -0.11% vs the prior close of $19.03. Day range $18.50–$19.16, opened at $19.16.
- Volume was 10.90K shares, 0.5x its 50-day average of 19.94K — lighter than usual.
- Price is -0.8% vs its 50-day average ($19.16) and +7.0% vs its 200-day average ($17.77).
- 52-week range $14.70–$20.97; today's close sits at 69% of that range, 9.3% below the 52-week high.
Oct 5, 2026 — WHG dips 3.0% to $19.03
- Closed at $19.03, -2.96% vs the prior close of $19.61. Day range $18.96–$19.40, opened at $19.40.
- Volume was 14.30K shares, 0.7x its 50-day average of 19.82K.
- Price is -0.8% vs its 50-day average ($19.18) and +7.1% vs its 200-day average ($17.76).
- 52-week range $14.70–$20.97; today's close sits at 69% of that range, 9.3% below the 52-week high.
Oct 2, 2026 — WHG rises 1.0% to $19.61, a 1-month high on 3.3x normal volume
- Closed at $19.61, +1.03% vs the prior close of $19.41. Day range $18.50–$19.61, opened at $19.51.
- Volume was 62.30K shares, 3.3x its 50-day average of 18.73K — unusually heavy trading.
- Price is +2.2% vs its 50-day average ($19.18) and +10.4% vs its 200-day average ($17.76).
- 52-week range $14.70–$20.97; today's close sits at 78% of that range, 6.5% below the 52-week high.
WHG bull case vs bear case (from the data)
- Price is +5.2% vs its 200-day average — above the long-term trend line.
- Annual revenue grew 3.2% in the latest fiscal year (SEC XBRL).
- Latest fiscal-year net income: profit of $7.08M.
- Price is -1.8% vs its 50-day average — short-term trend is down.
- Insider selling outweighs buying: 25 sales vs 0 open-market buys among the 25 most recent reported insider trades (Form 4, last 12 months).
- Thin trading (under $2M a day on average) can mean wide bid/ask spreads.
WHG latest news & SEC filings
Every SEC filing by or about WHG in the last 120 days, explained in plain English. Updated daily, with a same-day refresh for new filings.
Aug 24, 2026 · Form N-PX — Annual proxy voting record
Annual proxy voting record
Aug 14, 2026 · Form 13F-HR — Quarterly holdings report filed by an institutional investment manager
Quarterly holdings report filed by an institutional investment manager
Aug 12, 2026 · Form SCHEDULE 13D/A — Update to a 13D 5%+ stake disclosure
Update to a 13D 5%+ stake disclosure
Filed by an outside investor (not the company). It reports a holding of more than 5% of a share class; percentage and holder name are in the filing.
Aug 12, 2026 · Form SCHEDULE 13G/A — Update to a passive 5%+ stake (13G)
Update to a passive 5%+ stake (13G)
Filed by an outside investor (not the company). It reports a holding of more than 5% of a share class; percentage and holder name are in the filing.
Aug 7, 2026 · Form 4 — Insider trade
Insider trade report (Form 4) — a director, officer or 10%+ owner changed their holdings
Insider holdings update with no common-stock transactions in the table (often options or derivative awards only).
Aug 6, 2026 · Form 10-Q — Quarterly report
Quarterly report (unaudited financial statements for the quarter)
Quarter ended Jun 30, 2026:
- Revenue: $25.34M (prior year $23.12M) (+9.6% vs Jun 30, 2025)
- Net income: $1.53M (prior year $1.03M) (+48.1% vs Jun 30, 2025)
- Diluted EPS: $0.17 (prior year $0.12) (+41.7% vs Jun 30, 2025)
Aug 6, 2026 · Form 8-K — Major event / current report
Current report — a filing companies must make within 4 business days of a major event
- Item 2.02 — Reported results of operations (earnings release).
- Item 7.01 — Released information under Regulation FD (e.g. a presentation or press release).
This is a results-day filing: the earnings press release is attached as an exhibit.
Jul 7, 2026 · Form 4 — Insider trade
Insider trade report (Form 4) — a director, officer or 10%+ owner changed their holdings
- Byrne Susan M sold 4,481 shares at $19.88 (≈$89.08K) on Jul 2, 2026
- Byrne Susan M sold 4,481 shares at $19.88 (≈$89.08K) on Jul 2, 2026
- Byrne Susan M sold 4,481 shares at $19.88 (≈$89.08K) on Jul 2, 2026
- Byrne Susan M sold 4,481 shares at $19.88 (≈$89.08K) on Jul 2, 2026
- Byrne Susan M sold 3,584 shares at $19.35 (≈$69.35K) on Jul 1, 2026
- Byrne Susan M sold 3,584 shares at $19.35 (≈$69.35K) on Jul 1, 2026
- …plus 2 more transaction lines in the filing.
Open-market purchases (P) and sales (S) are shown in colour; awards, exercises and tax withholding are routine pay-related moves. Many sales are pre-planned under 10b5-1 plans.
Jul 1, 2026 · Form 4/A — Insider trade (amended)
Amended insider trade report (Form 4/A)
- Byrne Susan M sold 1,091 shares at $19.17 (≈$20.91K) on Jun 30, 2026
- Byrne Susan M sold 1,091 shares at $19.17 (≈$20.91K) on Jun 30, 2026
- Byrne Susan M sold 1,091 shares at $19.17 (≈$20.91K) on Jun 30, 2026
- Byrne Susan M sold 1,091 shares at $19.17 (≈$20.91K) on Jun 30, 2026
- Byrne Susan M sold 7,192 shares at $20.03 (≈$144.06K) on Jun 29, 2026
- Byrne Susan M sold 7,192 shares at $20.03 (≈$144.06K) on Jun 29, 2026
- …plus 2 more transaction lines in the filing.
Open-market purchases (P) and sales (S) are shown in colour; awards, exercises and tax withholding are routine pay-related moves. Many sales are pre-planned under 10b5-1 plans.
Jul 1, 2026 · Form 4/A — Insider trade (amended)
Amended insider trade report (Form 4/A)
Insider holdings update with no common-stock transactions in the table (often options or derivative awards only).
Jul 1, 2026 · Form 144 — Planned insider sale
Notice of proposed sale (Form 144) — an insider or affiliate plans to sell restricted or control shares
A notice of intent, not a completed sale. Any actual sale by a director or officer shows up later on Form 4.
Jun 30, 2026 · Form 4 — Insider trade
Insider trade report (Form 4) — a director, officer or 10%+ owner changed their holdings
- Byrne Susan M sold 1,091 shares at $19.17 (≈$20.91K) on Jun 30, 2026
- Byrne Susan M sold 1,091 shares at $19.17 (≈$20.91K) on Jun 30, 2026
- Byrne Susan M sold 1,091 shares at $19.17 (≈$20.91K) on Jun 30, 2026
- Byrne Susan M sold 1,091 shares at $19.17 (≈$20.91K) on Jun 30, 2026
- Byrne Susan M sold 7,129 shares at $20.03 (≈$142.79K) on Jun 29, 2026
- Byrne Susan M sold 7,129 shares at $20.03 (≈$142.79K) on Jun 29, 2026
- …plus 3 more transaction lines in the filing.
Open-market purchases (P) and sales (S) are shown in colour; awards, exercises and tax withholding are routine pay-related moves. Many sales are pre-planned under 10b5-1 plans.
Things to know before you trade WHG
- Last results release: Aug 6, 2026 (8-K Item 2.02). Previous ones: Apr 30, 2026, Feb 13, 2026, Oct 30, 2025. Based on that rhythm, the next report is likely around Nov 5, 2026 — an estimate, not a confirmed date.
- How much it moves: over the last 20 sessions the average daily move was 1.27% (largest 4.2%).
- Liquidity: about 13.54K shares (≈$253.65K) trade per day on average. Thin volume can mean wider bid/ask spreads.
- 52-week position: $18.74 vs a range of $14.70–$20.97 (64% of the range).
- Dividends: last ex-dividend date Sep 1, 2026 ($0.15/share); 4 payments in the past 12 months.
- Splits: none in the last 2 years.
- Insider trades (Form 4, last 12 months, recent 25 shown): 0 open-market buys, 25 sales; latest: Susan M Byrne sold 4,481 shares on Jul 2, 2026.
- Latest filings: 10-Q Aug 6, 2026; 8-K Aug 6, 2026; 8-K May 5, 2026.
- Share count: 9.48M shares outstanding (Feb 27, 2026), +1.1% vs a year earlier.
- Listing: NYSE · industry: Investment Advice.
WHG market data (last 20 sessions)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 19, 2026 | 18.63 | 18.76 | 18.60 | 18.74 | 5.71K |
| Oct 16, 2026 | 19.09 | 19.09 | 18.61 | 18.63 | 3.80K |
| Oct 15, 2026 | 19.25 | 19.25 | 18.91 | 19.13 | 7.50K |
| Oct 14, 2026 | 18.95 | 19.28 | 18.83 | 19.14 | 19.80K |
| Oct 13, 2026 | 18.64 | 19.22 | 18.64 | 19.07 | 9.50K |
| Oct 12, 2026 | 18.83 | 19.17 | 18.59 | 18.73 | 6.50K |
| Oct 9, 2026 | 19.11 | 19.11 | 18.81 | 18.92 | 3.50K |
| Oct 8, 2026 | 19.10 | 19.29 | 19.00 | 19.20 | 12.10K |
| Oct 7, 2026 | 18.76 | 19.29 | 18.71 | 19.25 | 7.60K |
| Oct 6, 2026 | 19.16 | 19.16 | 18.50 | 19.01 | 10.90K |
| Oct 5, 2026 | 19.40 | 19.40 | 18.96 | 19.03 | 14.30K |
| Oct 2, 2026 | 19.51 | 19.61 | 18.50 | 19.61 | 62.30K |
| Oct 1, 2026 | 18.80 | 19.47 | 18.50 | 19.41 | 9.80K |
| Sep 30, 2026 | 19.00 | 19.00 | 18.63 | 18.63 | 13.40K |
| Sep 29, 2026 | 19.08 | 19.12 | 18.96 | 19.00 | 9.00K |
| Sep 28, 2026 | 18.94 | 19.42 | 18.94 | 19.20 | 17.00K |
| Sep 25, 2026 | 18.91 | 19.20 | 18.79 | 19.03 | 16.90K |
| Sep 24, 2026 | 18.74 | 19.37 | 18.53 | 19.02 | 15.30K |
| Sep 23, 2026 | 18.72 | 18.78 | 18.51 | 18.64 | 9.00K |
| Sep 22, 2026 | 18.86 | 18.90 | 18.52 | 18.83 | 16.80K |
About Westwood
Westwood (WHG) is listed on the NYSE and classified by the SEC under “Investment Advice”. Its business address is in DALLAS, TX. State of incorporation: DE. Fiscal year ends December 31. SEC CIK 1165002.
WHG board of directors & executives
From SEC Form 3/4/5 insider filings made in the last 12 months (date = latest filing).
Directors
| Name | Role | Latest filing |
|---|---|---|
| Randy A Bowman | Director | May 6, 2026 |
| Brian O Casey | CEO | Mar 16, 2026 |
| J. Hale Hoak | Director | May 6, 2026 |
| Ellen H Masterson | Director | May 6, 2026 |
| Katherine Murray | Director | May 6, 2026 |
| Janice Ryan | Director | Aug 7, 2026 |
Executive officers
| Name | Title | Latest filing |
|---|---|---|
| Brian O Casey | CEO | Mar 16, 2026 |
| John Anthony Jr Ehinger | Head of Legal and Compliance | Mar 16, 2026 |
| Murray Iii Forbes | Chief Financial Officer | Mar 16, 2026 |
| Fabian Gomez | President and COO | Mar 16, 2026 |
| Adrian Helfert | CIO, Multi-Asset Inv. | Mar 16, 2026 |
| David O Linton | Head of Distribution | Mar 16, 2026 |
| Matthew Lockridge | Head, U.S. Value Inv. | Mar 16, 2026 |
Recent insider buys & sales
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 2, 2026 | Susan M Byrne | Sale | 4,481 | $19.88 |
| Jul 2, 2026 | Susan M Byrne | Sale | 4,481 | $19.88 |
| Jul 2, 2026 | Susan M Byrne | Sale | 4,481 | $19.88 |
| Jul 2, 2026 | Susan M Byrne | Sale | 4,481 | $19.88 |
| Jul 1, 2026 | Susan M Byrne | Sale | 3,584 | $19.35 |
| Jul 1, 2026 | Susan M Byrne | Sale | 3,584 | $19.35 |
| Jul 1, 2026 | Susan M Byrne | Sale | 3,584 | $19.35 |
| Jul 1, 2026 | Susan M Byrne | Sale | 3,584 | $19.35 |
| Jun 30, 2026 | Susan M Byrne | Sale | 1,091 | $19.17 |
| Jun 30, 2026 | Susan M Byrne | Sale | 1,091 | $19.17 |
| Jun 30, 2026 | Susan M Byrne | Sale | 1,091 | $19.17 |
| Jun 30, 2026 | Susan M Byrne | Sale | 1,091 | $19.17 |
| Jun 30, 2026 | Susan M Byrne | Sale | 1,091 | $19.17 |
| Jun 30, 2026 | Susan M Byrne | Sale | 1,091 | $19.17 |
| Jun 30, 2026 | Susan M Byrne | Sale | 1,091 | $19.17 |
WHG financials (annual, from XBRL filings)
| Fiscal year end | Revenue | Net income | Diluted EPS | Operating cash flow |
|---|---|---|---|---|
| Dec 31, 2025 | $97.76M | $7.08M | 0.79 | $18.92M |
| Dec 31, 2024 | $94.72M | $2.21M | 0.26 | $21.12M |
| Dec 31, 2023 | $89.78M | $10.57M | 1.17 | $-1.19M |
| Dec 31, 2022 | $68.68M | $-4.63M | -0.59 | $51.49M |
| Dec 31, 2021 | $73.05M | $9.76M | 1.23 | $19.39M |
Latest balance sheet: total assets $155.38M, total liabilities $27.92M, cash $22.62M (as of Jun 30, 2026).
WHG earnings / results-day log
| Date | Filing | Close that day |
|---|---|---|
| Aug 6, 2026 | 8-K Item 2.02 (results) | $19.48 |
| Apr 30, 2026 | 8-K Item 2.02 (results) | $16.44 |
| Feb 13, 2026 | 8-K Item 2.02 (results) | $17.69 |
| Oct 30, 2025 | 8-K Item 2.02 (results) | $16.26 |
| Aug 8, 2025 | 8-K Item 2.02 (results) | $16.38 |
| Apr 30, 2025 | 8-K Item 2.02 (results) | $16.70 |
| Feb 12, 2025 | 8-K Item 2.02 (results) | $16.39 |
| Oct 30, 2024 | 8-K Item 2.02 (results) | $15.49 |
| Jul 31, 2024 | 8-K Item 2.02 (results) | — |
| May 1, 2024 | 8-K Item 2.02 (results) | — |
| Feb 14, 2024 | 8-K Item 2.02 (results) | — |
| Oct 31, 2023 | 8-K Item 2.02 (results) | — |
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Information only, not investment advice. BuyMeWhiskey is not a registered investment adviser or broker-dealer; nothing here is a recommendation to buy, sell or hold any security, and there are no price targets. Data comes from SEC EDGAR filings and public end-of-day market data and may be delayed or contain errors. Verify with the company's filings before making decisions. Prices: end-of-day data as of Oct 19, 2026, 4:00 PM ET. Filings: SEC EDGAR. Refreshed every 2 hours during US market hours.