Wall Street RegretsThe regret calculator.

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 $4,234 at the close of 2026-08 — +323.4% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $7,787.

$1,000 since 2002$4,234Total return+323.4%Multiple4.2×CAGR+6.2%

Your scenario

Dates resolve to the nearest month-end close.
Leave empty for "held until today".
Invested at each month-end. Starts on the buy date.

Result

Worth$4,234Gain+$3,234 (+323.4%)Multiple4.2×CAGR+6.2%

    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 2026-08, dividends included.

    2002$4,2342003$4,4062004$3,1082005$2,6672006$2,8332007$2,0972008$1,2342009$1,5792010$1,1952011$1,0382012$1,0882013$9342014$5962015$5792016$6622017$5512018$4782019$8822020$9222021$1,8502022$1,4022023$2,0442024$1,7182025$1,4222026$1,154

    Every year, $1,000 from 2002

    YearValue of $1,000Year return
    2002$1,000
    2003$1,418+41.8%
    2004$1,652+16.6%
    2005$1,555-5.9%
    2006$2,102+35.1%
    2007$3,571+69.9%
    2008$2,790-21.9%
    2009$3,688+32.2%
    2010$4,246+15.1%
    2011$4,050-4.6%
    2012$4,716+16.4%
    2013$7,391+56.7%
    2014$7,612+3.0%
    2015$6,659-12.5%
    2016$7,993+20.0%
    2017$9,212+15.2%
    2018$4,998-45.7%
    2019$4,777-4.4%
    2020$2,381-50.1%
    2021$3,142+31.9%
    2022$2,156-31.4%
    2023$2,564+19.0%
    2024$3,099+20.9%
    2025$3,817+23.2%
    2026$4,406+15.4%

    Best and worst month-end to buy

    The best single month-end close to have bought WHG was 2002-11 ($4.23): $1,000 then is $4,615 today. The worst was 2017-11 ($41.71): $1,000 then is $468.

    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 $4,234 today, a total return of +323.4%. 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 +69.9% return — $1,000 held through that year became about $1,699 by year-end. Its weakest year was 2020, at -50.1%.

    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 $44,578 on $29,100 invested.

    Did WHG beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $7,787. WHG trailed the S&P 500 by +45.6% 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 2026-08, reduced to month-end closes for the tables above.

    Returns use adjusted close prices from Yahoo Finance historical data — adjusted for stock splits and reinvested dividends — the same convention used by major brokerages. 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 (Yahoo Finance): 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.

    Full methodology →

    What if you'd held…

    Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.