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Financial Services

Westwood Quality SmallCap Fund Institutional Class(WHGSX)

Fund

Live Price

Offline

$21.83

+1.02% today

1Y Change

+5.09%

Window

Jun 23, 2025 โ†’ Jun 3, 2026

Market Cap
$900.00M
Dividend Yield
0.0%
50-Day Avg
โ€”
Exchange
NASDAQ

Coverage: 238 bars ยท Jun 23, 2025 โ†’ Jun 3, 2026

Research Briefing

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

Decision context

Research Snapshot

Westwood Quality SmallCap Fund Institutional Class (WHGSX) is a fund with a market cap of $900.00M and listed on NASDAQ. The fund last traded around $21.83 and up 5.1% across the available one-year price window (Jun 23, 2025 โ†’ Jun 3, 2026). Stock Foundry combines WHGSX 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

WHGSX

โ€”

Normalized return

SPY

โ€”

S&P 500

Excess Return

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Relative to SPY

WHGSX Max Drawdown

-10.47%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for WHGSX and SPY.

Calendar-year return history is still loading or unavailable.

WHGSX 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

$1.17

Last Payout

$0.15
Ex: Dec 30, 2025 ยท Pay: Dec 31, 2025
Ex-DateRecordPayDividendAdjFrequency
Dec 30, 2025Dec 29, 2025Dec 31, 2025$0.15$0.15Monthly
Dec 12, 2025Dec 11, 2025Dec 15, 2025$1.02$1.02Annual
Dec 30, 2024Dec 27, 2024Dec 31, 2024$0.18$0.18Annual
Dec 12, 2024Dec 11, 2024Dec 13, 2024$1.11$1.11Annual
Dec 28, 2023Dec 27, 2023Dec 29, 2023$0.28$0.28Annual
Dec 12, 2023Dec 11, 2023Dec 13, 2023$0.55$0.55Annual
Dec 29, 2022Dec 28, 2022Dec 30, 2022$0.19$0.19Annual
Dec 8, 2022Dec 7, 2022Dec 9, 2022$0.48$0.48Annual
Dec 30, 2021โ€”โ€”$0.20$0.20Annual
Dec 8, 2021Dec 7, 2021Dec 8, 2021$0.81$0.81Annual
Dec 30, 2020Dec 29, 2020Dec 31, 2020$0.12$0.12Annual
Dec 30, 2019Dec 27, 2019Dec 30, 2019$0.12$0.12Annual
Dec 5, 2019Dec 4, 2019Dec 6, 2019$0.06$0.06Annual
Dec 28, 2018Dec 27, 2018Dec 31, 2018$0.12$0.12Annual
Dec 20, 2018Dec 19, 2018Dec 21, 2018$0.88$0.88Special
Dec 28, 2017Dec 27, 2017Dec 29, 2017$0.07$0.07Annual
Dec 20, 2017Dec 19, 2017Dec 21, 2017$1.19$1.19Annual
Dec 29, 2016Dec 28, 2016Dec 30, 2016$0.09$0.09Special
Dec 20, 2016Dec 19, 2016Dec 21, 2016$0.16$0.16Irregular
Mar 30, 2016โ€”โ€”$0.04$0.04Annual
Dec 30, 2015Dec 29, 2015Dec 31, 2015$0.04$0.04Annual
Dec 18, 2015Dec 17, 2015Dec 21, 2015$0.02$0.02Annual
Dec 30, 2014Dec 29, 2014Dec 31, 2014$0.04$0.04Annual
Dec 22, 2014โ€”โ€”$0.84$0.84Annual
Dec 30, 2013Dec 27, 2013Dec 31, 2013$0.02$0.02Annual
Dec 12, 2013Dec 11, 2013Dec 13, 2013$1.09$1.09Annual
Dec 28, 2012Dec 27, 2012Dec 31, 2012$0.07$0.07Annual
Dec 13, 2012Dec 12, 2012Dec 14, 2012$0.40$0.40Special
Dec 29, 2011Dec 28, 2011Dec 30, 2011$0.02$0.02Annual
Dec 15, 2011โ€”โ€”$0.43$0.43Annual
Dec 30, 2009Dec 29, 2009Dec 31, 2009$0.00$0.00Annual
Dec 30, 2008Dec 29, 2008Dec 31, 2008$0.03$0.03Annual
Dec 28, 2007Dec 27, 2007Dec 31, 2007$0.05$0.05Irregular
No upcoming dividends in the next 90 days

Next Step

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