The page is the record's research on the issuer — no analyst, no rating, no view. # WESTWOOD HOLDINGS GROUP INC (NYSE: WHG) — research page As of 2026-11-08 · us-cm-kg · record version 1 ## Identity and listing The issuer is WESTWOOD HOLDINGS GROUP INC, listed on the NYSE under ticker WHG. ISIN US9617651040; LEI not on the record (no GLEIF record with the exact legal name in jurisdiction US-DE). Security type is Corporate. Segment is not on the record. Sector is 6282 Investment Advice. Jurisdiction is United States, Delaware. Listing status is listed, not halted. ## The disclosure read The record holds 71 filings across 48 filing days in the window 2025-11-08 to 2026-11-08. By type, the record holds 47 directors' dealings, 14 regulatory filings, 8 results, 1 AGM/EGM and 1 director change. The median gap between filing days is 4 days. The latest filing is a results filing dated 2026-11-05, 3 days before the record date of 2026-11-08. On the NYSE, the median cadence gap is 6.0 days, the median filings count is 64.0 and the median latency is 4.0 days across 3,256 issuers. In the sector 6282 Investment Advice, the median cadence gap is 5.0 days, the median filings count is 79 and the median latency is 3 days across 65 issuers. ## Auditor The auditor of record is BDO USA, P.C., located in Dallas, Texas. The record holds no auditor changes. ## Events and halts The record holds no listing, delisting or name change lines. Domicile change is not on the record: EDGAR states no dated change of state of incorporation on a filing line. Segment move is not on the record, as the exchanges' tier transfers are not EDGAR filings. The halt flag is listed, not halted. ## Orderability The outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, with the chapter as of 2026-11-04. ## Coverage No research houses were found on the issuer's investor-relations pages read. The count is 0. ## Open research No openly published research notes were found. The count is 0. ## Licensed Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded. ## As-of depth The record holds sealed years 2021, 2022, 2023, 2024, 2025 and 2026 for this issuer. The market's earliest sealed date is 2021-01-04, and the live record began 2026-09-12. ## Sources 8 source pages are named on this page; every value above carries its own source page and read date in the numbers. - https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange) - https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data (identity.isin) - https://data.sec.gov/submissions/CIK0001165002.json (identity.jurisdiction) - https://mcp.us-cm-kg.ai/events/NYSE/WHG (the disclosure lines) - https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag) - https://www.sec.gov/Archives/edgar/data/1165002/000116500226000020/whg-20251231.htm (the auditor) - https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter) - https://mcp.us-cm-kg.ai/record/NYSE/WHG (the record) --- Allooloo Technologies Corp. · https://getresearch.ai/us/NYSE/WHG · public-record only · the same page signed and receipted: get_research at https://mcp.getresearch.ai/mcp