Westwood Income Opportunity Instl (WHGIX) Stock Price & Analysis
Westwood Income Opportunity Instl (WHGIX) closed at USD 13.05 on Friday, October 23, 2026, down 0.23% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 13.08; the Oct 23, 2026 session ranged USD 13.05–13.05 on volume of 0 shares. Market capitalization is —, with a 52-week range of USD 12.58–13.71 (NAS). Source: Nexqual, retrieved October 24, 2026 at 15:47 UTC.
Also available as compact Markdown for AI agents: nexqual.com/WHGIX.md
Key facts (WHGIX)
- Total return with dividends: 1Y +4.8% vs S&P 500 +13.4%; 5Y +21.5% vs S&P 500 +76.9%.
Total return (dividends reinvested) (WHGIX)
| 1Y (from 2025-10-24) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +4.8% | +21.5% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +4.8% | +4.0% |
| Volatility (annualized) | 7.6% | 8.8% |
| Max drawdown | -4.9% (Feb 2026→Mar 2026) | -19.2% (Nov 2021→Oct 2022) |
Key Statistics (as of October 24, 2026 at 15:47 UTC)
| Price | USD 13.05 |
|---|---|
| Change | ▼ 0.23% (down) |
| Previous Close | USD 13.08 |
| Open | USD 13.05 |
| Day Range | USD 13.05 – 13.05 |
| 52-Week Range | USD 12.58 – 13.71 |
| Volume | 0 shares |
| Market Cap | — |
| Exchange | NAS |
Technical Analysis (WHGIX)
Nexqual's technical model rates WHGIX "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 24, 2026 at 15:47 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 40.8 (neutral) |
| vs SMA50 | Below (USD 13.29) |
| MACD | -0.06 (negative) |
Financial Health Score (WHGIX)
Nexqual rates Westwood Income Opportunity Instl's overall financial health "Mixed" across five dimensions, as of October 24, 2026 at 15:47 UTC.
| Growth | Mixed — No data |
|---|---|
| Profitability | Mixed — No data |
| Balance Sheet | Mixed — No data |
| Cash Flow | Mixed — No data |
| Efficiency | Mixed — No data |
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| BERIX | Chartwell Income Fund | USD 14.4 | ▲ 0% |
| FPACX | FPA Funds Trust, FPA Crescent | USD 46.47 | ▼ 0% |
| GLRIX | James Balanced: Golden Rainbow | USD 24.16 | ▲ 0% |
| WHGLX | Westwood Large Cap Value Fund I | USD 12.99 | ▲ 0% |
| WHGSX | Westwood SmallCap Fund Institut | USD 20.23 | ▲ 0% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 24, 2026 at 15:47 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt