Westwood Holdings Group Inc (WHG) Wheel Strategy

Running a WHG wheel strategy lets you generate consistent premium income on Westwood Holdings Group Inc while setting your own entry and exit prices on the underlying. Westwood Holdings Group Inc's wheel combines cash-secured puts and covered calls into a repeatable cycle: sell puts at strikes where you'd be happy to own WHG, and if assigned, sell calls at strikes where you'd be happy to sell. Use our scanner to find the best WHG wheel strategy setups in real time.

The wheel works best on liquid, high-quality names with stable fundamentals and active options markets — exactly the profile many large-cap leaders fit. The mechanics are simple: sell a cash-secured put on WHG, collect premium, and either keep the premium if it expires worthless or take assignment at a discount to current price. Once assigned, sell covered calls against the shares to keep collecting premium until they're called away. Choosing the right strikes, expirations, and IV environment is what separates a profitable WHG wheel from a losing one.

Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals.

Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.

The difference between a wheel that compounds and one that bleeds comes down to strike selection, IV timing, and discipline on assignment. Our scanner handles the heavy lifting: it ranks every leg of the WHG wheel strategy by delta, premium yield, IV rank, and days to expiration, so you can deploy capital where the math works. Build your WHG wheel strategy on data, not gut feel — and let the options wheel do what it does best: pay you to wait.