Westwood Holdings Group is a holding company. Co. manages investment assets and provides services for its clients through its subsidiaries, Westwood Management Corp. and Westwood Advisors, L.L.C., and Westwood Trust. Co. operates two segments: Advisory and Trust. Co.'s advisory business encompasses five investment teams: U.S. Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, and Income Alternatives. Through Westwood Trust, Co. provides fiduciary and investment services to individuals and families, non-profit endowments and foundations, public and private retirement plans and individual retirement accounts. The WHG YTD return is shown above.
The YTD Return on the WHG YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether WHG YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the WHG YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.
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