Business Context and Reporting Period
This filing is a Form 13F-HR submitted by WESTWOOD HOLDINGS GROUP INC, an institutional investment manager based in Dallas, TX. The report covers the calendar quarter ended December 31, 2017, and was signed by Tiffany B. Kice (CFO) on February 14, 2018. The report includes holdings for the filing manager and three other included managers: Westwood Management Corp, Westwood International Advisors Inc., and Westwood Trust.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the operating financial performance of the manager itself. Consequently, revenue, profit, cash flow, margins, debt, and liquidity metrics for Westwood Holdings Group Inc are not disclosed in this text.
- Total Value of Reported Holdings: $13,289,272,000 (13,289,272 thousands)
- Total Number of Holdings Entries: 409
- Number of Other Included Managers: 3
Material Changes
The filing text does not provide comparative data for the prior period (e.g., Q3 2017) to calculate material changes in portfolio value or composition. The document serves as a snapshot of holdings at the end of the reporting period.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the manager's future performance. The text includes a standard SEC disclaimer stating that the Commission has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total portfolio value of approximately $13.29 billion against the sum of individual security values in the full schedule.
- Confirm the specific equity positions and voting rights associated with the 409 reported entries.
- Review the separate 13F filings for the three included managers (Westwood Management Corp, Westwood International Advisors Inc., and Westwood Trust) to understand the full scope of the group's reported assets.
- Note that this document does not reflect the operating financial health (revenue, debt, cash flow) of Westwood Holdings Group Inc.