Back to Screener

Financial Services

Westwood Income Opportunity Fund Institutional Class(WHGIX)

Fund

Live Price

Offline

$13.53

+0.37% today

1Y Change

+12.49%

Window

Jun 23, 2025 → Jun 3, 2026

Market Cap
$580.00M
Dividend Yield
0.0%
50-Day Avg
—
Exchange
NASDAQ

Coverage: 238 bars · Jun 23, 2025 → Jun 3, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Westwood Income Opportunity Fund Institutional Class (WHGIX) is a fund with a market cap of $580.00M and listed on NASDAQ. The fund last traded around $13.53 and up 12.5% across the available one-year price window (Jun 23, 2025 → Jun 3, 2026). Stock Foundry combines WHGIX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

WHGIX

—

Normalized return

SPY

—

S&P 500

Excess Return

—

Relative to SPY

WHGIX Max Drawdown

-5.37%

Trailing 1Y

SPY Max Drawdown

—

Trailing 1Y

Benchmark comparison is loading or unavailable right now.

Calendar-Year Returns

Uses the longest available daily history for WHGIX and SPY.

Calendar-year return history is still loading or unavailable.

WHGIX Dividend History

Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.

Monthly

Dividend Yield

No active yield

Trailing 12M Payout

$0.38

Last Payout

$0.03
Ex: Mar 30, 2026 · Pay: —
Ex-DateRecordPayDividendAdjFrequency
Mar 30, 2026——$0.03$0.03Monthly
Feb 26, 2026Feb 25, 2026Feb 27, 2026$0.03$0.03Monthly
Jan 29, 2026Jan 28, 2026Jan 30, 2026$0.02$0.02Monthly
Dec 30, 2025Dec 29, 2025Dec 31, 2025$0.04$0.04Monthly
Nov 26, 2025Nov 25, 2025Nov 28, 2025$0.03$0.03Monthly
Oct 30, 2025Oct 29, 2025Oct 31, 2025$0.02$0.02Monthly
Sep 29, 2025Sep 26, 2025Sep 30, 2025$0.02$0.02Monthly
Aug 28, 2025Aug 27, 2025Aug 29, 2025$0.02$0.02Quarterly
Jul 30, 2025Jul 29, 2025Jul 31, 2025$0.02$0.02Monthly
Jun 27, 2025Jun 26, 2025Jun 30, 2025$0.13$0.13Quarterly
Mar 28, 2025Mar 27, 2025Mar 31, 2025$0.13$0.13Quarterly
Dec 30, 2024Dec 27, 2024Dec 31, 2024$0.13$0.13Quarterly
Sep 27, 2024Sep 26, 2024Sep 30, 2024$0.13$0.13Quarterly
Jun 27, 2024Jun 26, 2024Jun 28, 2024$0.13$0.13Quarterly
Mar 27, 2024Mar 26, 2024Mar 28, 2024$0.13$0.13Quarterly
Dec 28, 2023Dec 27, 2023Dec 29, 2023$0.13$0.13Quarterly
Sep 28, 2023Sep 27, 2023Sep 29, 2023$0.12$0.12Quarterly
Jun 29, 2023Jun 28, 2023Jun 30, 2023$0.06$0.06Quarterly
Mar 30, 2023Mar 29, 2023Mar 31, 2023$0.09$0.09Quarterly
Dec 29, 2022Dec 28, 2022Dec 30, 2022$0.12$0.12Quarterly
Sep 29, 2022Sep 28, 2022Sep 30, 2022$0.06$0.06Quarterly
Jun 29, 2022Jun 28, 2022Jun 29, 2022$0.09$0.09Quarterly
Mar 30, 2022Mar 29, 2022Mar 30, 2022$0.07$0.07Quarterly
Dec 30, 2021Dec 29, 2021Dec 31, 2021$0.07$0.07Quarterly
Dec 8, 2021Dec 7, 2021Dec 8, 2021$1.16$1.16Irregular
Sep 29, 2021Sep 28, 2021Sep 30, 2021$0.07$0.07Quarterly
Jun 29, 2021Jun 28, 2021Jun 30, 2021$0.06$0.06Quarterly
Mar 30, 2021Mar 29, 2021Mar 31, 2021$0.05$0.05Quarterly
Dec 30, 2020Dec 29, 2020Dec 31, 2020$0.32$0.32Quarterly
Dec 7, 2020Dec 4, 2020Dec 8, 2020$0.55$0.55Irregular
Sep 29, 2020Sep 28, 2020Sep 30, 2020$0.04$0.04Quarterly
Jun 29, 2020Jun 26, 2020Jun 30, 2020$0.03$0.03Quarterly
Mar 30, 2020Mar 27, 2020Mar 31, 2020$0.07$0.07Quarterly
Dec 30, 2019Dec 27, 2019Dec 30, 2019$0.05$0.05Quarterly
Dec 5, 2019Dec 4, 2019Dec 6, 2019$3.41$3.41Irregular
Sep 27, 2019Sep 26, 2019Sep 30, 2019$0.09$0.09Quarterly
Jun 27, 2019Jun 26, 2019Jun 28, 2019$0.10$0.10Quarterly
Mar 28, 2019Mar 27, 2019Mar 29, 2019$0.08$0.08Quarterly
Dec 28, 2018Dec 27, 2018Dec 31, 2018$0.09$0.09Quarterly
Dec 20, 2018Dec 19, 2018Dec 21, 2018$0.63$0.63Irregular
No upcoming dividends in the next 90 days

Next Step

Go deeper on income quality

Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.

Read the dividend stock screenOpen the dividend preset