WHGSX

Westwood Quality SmallCap Fund Institutional Class

Congress Trades

Actor	Trade Size	Last Transaction	Amount Range	Price	Current Price
John BoozmanRepublican $8.0k417.6 shares BuyNov 20, 2025 $1k-$15k $19.16 $21.05

Trade WHGSX

About Westwood Quality SmallCap Fund Institutional Class

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 these "small-cap" companies as those with a market capitalization aligning with the range of the Russell 2000 Index at the moment of initial purchase. While its equity investments primarily consist of common stocks, the fund also has the discretion to allocate capital to other equity-related instruments like exchange-traded funds (ETFs), real estate investment trusts (REITs), royalty trusts, and master limited partnerships (MLPs).

IPO Date: Apr 3, 2007

Market Data

Open: $20.77
High: $20.77
Low: $20.77
Volume: 0
52W High: $21.51
52W Low: $19.10

Valuation

Market Cap: $856M

Financials

Financial statement snapshot is not available yet.

Events

DividendDec 30

$0.1503