WHGSX Stock: Westwood Quality SmallCap Fund Institutional Class Stock Price, Analysis & Insights
Get live WHGSX stock price $21.23, comprehensive Westwood Quality SmallCap Fund Institutional Class stock analysis, charts, news, and expert forecast. Real-time WHGSX stock data and investment insights.
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Westwood Quality SmallCap Fund Institutional Class (WHGSX) Overview
Westwood Quality SmallCap Fund Institutional Class (WHGSX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, WHGSX trades at $21.23 with a market capitalization of 869.40M . Over the past 52 weeks, WHGSX has traded between $19.10 and $21.51 , with the current price positioned at approximately 88%...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 869.40M
- Current price: $21.23
- 52-week range: $19.10 - $21.51
- P/E ratio: 20.90
Investment Score
A systematic tri-factor framework that integrates valuation, business quality, and market momentum into one investment signal. This helps investors triage opportunities faster, while surfacing risk regimes that may require tighter position sizing or deeper due diligence.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
This fund aims to generate significant capital growth over an extended period. It commits at least 80% of its overall assets, including any borrowed capital used for investment purposes, to the stock holdings of smaller companies. Management defines ...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Address
- 225 Pictoria Drive
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Growth-oriented company with premium valuation (P/E: 20.9)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Westwood Quality SmallCap Fund Institutional Class shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Westwood Quality SmallCap Fund Institutional Class
- ⚠Investors should consider how Westwood Quality SmallCap Fund Institutional Class fits within their overall portfolio allocation
Market Cap
869.40M
P/E Ratio (TTM)
20.90
Beta
0.99
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.