# Westwood Income Opportunity Instl (WHGIX)

> Source: Nexqual · https://nexqual.com/WHGIX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Westwood Income Opportunity Instl (WHGIX), nexqual.com/WHGIX" · informational, not investment advice.

**Price:** USD 13.05 (-0.23% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 13.08 · day 13.05–13.05 · 52w 12.58–13.71 · market cap null · NAS

## Key facts
- 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)
|  | 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) |

## Peers
BERIX (Chartwell Income Fund) USD 14.4 +0.00% · FPACX (FPA Funds Trust,  FPA Crescent ) USD 46.47 -0.00% · GLRIX (James Balanced: Golden Rainbow ) USD 24.16 +0.00% · WHGLX (Westwood Large Cap Value Fund I) USD 12.99 +0.00% · WHGSX (Westwood SmallCap Fund Institut) USD 20.23 +0.00%

## More
Full page: https://nexqual.com/WHGIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt