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Westwood Quality SmallCap Fund Institutional Class

WHGSX · NASDAQ

Market closed$22.18$-0.180000 (-0.81%)

Key statistics

Previous close$22.36
Open$22.18
Day high$22.18
Day low$22.18
52-week high$22.61
52-week low$19.10
Market cap898.86M
Volume—
Average volume—
P/E ratio21.83
Forward P/E—
EPS1.02
Dividend yield0.00%

What is happening

Recent company-specific developments and publisher coverage.

July 15, 2026Westwood Quality SmallCap Fund edged up modestly, closing with a slight gain as the broader financial services sector benefited from a wave of blowout Q2 earnings from major Wall Street firms. BlackRock, Goldman Sachs, Morgan Stanley, JPMorgan, and others all beat estimates, driven by record trading revenues and surging M&A activity. However, headwinds for small-cap strategies persist, with Natixis strategists noting that 76% of surveyed professionals expect large-caps to outperform small-caps in H2 2026, amid AI-driven market concentration and ongoing geopolitical uncertainty tied to US-Iran tensions.

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July 14, 2026Westwood Quality SmallCap Fund closed essentially flat after a session shaped by broader financial sector crosscurrents. The XLF financial sector ETF dipped modestly in after-hours trading, while major Wall Street banks including JPMorgan and Goldman Sachs reported record-setting Q2 profits fueled by surging dealmaking and trading revenue. However, Morningstar flagged financial services as the second-worst-performing sector over the past year, citing concerns over AI disruption and cracks in private credit. A cooler-than-expected June CPI reading provided some relief to markets, though renewed U.S.-Iran tensions and a hawkish Fed outlook continue to cloud the macro backdrop for small-cap active managers.

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July 13, 2026Westwood Quality SmallCap Fund closed unchanged as broader financial services sector faces a mixed backdrop heading into a pivotal week. Morningstar noted that financial stocks have underperformed the broader market, citing concerns over AI disruption and cracks in private credit, while major bank earnings — JPMorgan, Goldman Sachs, Citigroup, Bank of America, and Wells Fargo all reporting July 14 — are expected to highlight robust investment banking activity. Meanwhile, renewed U.S.-Iran tensions pushed oil prices sharply higher, adding inflation and rate uncertainty that could weigh on small-cap valuations.
July 9, 2026Westwood Quality SmallCap Fund closed modestly lower, slipping in line with its broader asset management peers as financial markets navigated a complex macro backdrop. The Financial Select Sector SPDR (XLF) also edged slightly lower after hours, with the sector facing headwinds from renewed U.S.-Iran military escalations that reignited inflation fears and pushed oil prices and Treasury yields higher — complicating the outlook for rate-sensitive assets. Meanwhile, parent company Westwood Holdings Group drew attention after a Director Emerita sold over $247K in shares near 52-week highs, signaling insider activity worth monitoring as the broader asset management industry enters Q2 earnings season.

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July 6, 2026Westwood Quality SmallCap Fund (WHGSX) closed modestly lower amid a broadly constructive but uneven session for financial services stocks. The fund's small-cap focus faces a nuanced backdrop: while the S&P 500 has gained over 9% year-to-date and financials have been cited as recent outperformers versus tech, the asset management sector is navigating a higher-for-longer rate environment and uncertainty ahead of Fed minutes due Wednesday. Morgan Stanley's investment management division drew investor attention today with a notable gain, while the broader financial sector ETF (XLF) held near 52-week highs, suggesting sector-level resilience even as small-cap managers like Westwood contend with fee pressure and evolving investor flows.

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June 30, 2026Westwood Quality SmallCap Fund closed modestly lower on the final trading day of a strong first half for U.S. equities, finishing near its 52-week high as the broader asset management sector navigated a mixed environment. The financial sector (XLF) edged down slightly in after-hours trading, weighed by Oppenheimer's downgrades of major banks including Goldman Sachs and Morgan Stanley, while alternative and fee-based asset managers drew relatively more favorable attention. The S&P 500 logged its best quarterly performance in years, supported by easing U.S.-Iran geopolitical tensions, resilient AI-driven earnings optimism, and the Supreme Court's ruling upholding Fed Governor Lisa Cook's position—lending some stability to rate expectations heading into the second half.

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June 29, 2026Westwood Quality SmallCap Fund closed modestly lower, edging down amid a broadly cautious session for asset managers as markets navigated the U.S.-Iran ceasefire news and ongoing tech sector volatility. The financial services sector (XLF) held relatively steady in after-hours trading, while the broader S&P 500 recovered intraday from last week's sharp losses driven by Middle East tensions and AI sentiment deterioration. Small-cap focused funds face a shifting macro backdrop as analysts note rotation away from mega-cap tech into neglected market segments, potentially a tailwind for small-cap strategies.

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Peers

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