What if you'd held WHG?
A $1,000 investment in Westwood Holdings Group Inc (WHG) at the month-end close of 2002-06 would be worth $4,294 at the close of 2026-09 — +329.4% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $12,304.
Your scenario
Result
If you'd bought $1,000 at the start of each year
Value of $1,000 invested on January 1 of each year, held to 2026-09, dividends included.
Every year, $1,000 from 2002
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2002 | $1,000 | — |
| 2003 | $1,417 | +41.7% |
| 2004 | $1,654 | +16.7% |
| 2005 | $1,621 | -2.0% |
| 2006 | $2,190 | +35.1% |
| 2007 | $3,716 | +69.7% |
| 2008 | $2,905 | -21.8% |
| 2009 | $3,841 | +32.2% |
| 2010 | $4,422 | +15.1% |
| 2011 | $4,213 | -4.7% |
| 2012 | $4,910 | +16.5% |
| 2013 | $7,692 | +56.7% |
| 2014 | $7,924 | +3.0% |
| 2015 | $6,931 | -12.5% |
| 2016 | $8,322 | +20.1% |
| 2017 | $9,590 | +15.2% |
| 2018 | $5,204 | -45.7% |
| 2019 | $4,974 | -4.4% |
| 2020 | $2,479 | -50.2% |
| 2021 | $3,273 | +32.0% |
| 2022 | $2,244 | -31.4% |
| 2023 | $2,671 | +19.0% |
| 2024 | $3,227 | +20.9% |
| 2025 | $3,974 | +23.1% |
| 2026 | $4,467 | +12.4% |
Best and worst month-end to buy
The best single month-end close to have bought WHG was 2002-11 ($4.02): $1,000 then is $4,689 today. The worst was 2017-11 ($41.35): $1,000 then is $456.
FAQ
What would $1,000 in WHG be worth today?
A $1,000 investment in Westwood Holdings Group Inc (WHG) at the start of 2002 would be worth about $4,294 today, a total return of +329.4%. Dividends are reinvested in these figures.
What were the best and worst years for WHG?
Westwood Holdings Group Inc (WHG)'s strongest calendar year since 2002 was 2007, a +69.7% return — $1,000 held through that year became about $1,697 by year-end. Its weakest year was 2020, at -50.2%.
Does the calculator include dividends and splits?
Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.
How much would $100 per month in WHG have grown?
Investing $100 at the end of every month since 2002-06 would have grown to about $44,036 on $29,200 invested.
Did WHG beat the S&P 500?
Over the same period, $1,000 in the S&P 500 with dividends reinvested (the S&P 500 Total Return index) would be worth $12,304. WHG trailed the S&P 500 by +65.1% in total return.
Is this investment advice?
No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.
Methodology
Westwood Holdings Group Inc (WHG) historical total-return data from 2002-06 to 2026-09, reduced to month-end closes for the tables above.
Returns use adjusted close prices — adjusted for stock splits and reinvested dividends, the same convention used by major brokerages. End-of-day and live prices come from EODHD; parts of the deep historical series are carried over from Yahoo Finance data. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (EODHD): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.
Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.
What if you'd held…
Data: adjusted close prices via EODHD and Yahoo Finance. As of 2026-09-04. Not financial advice.