Westwood Holdings Group Inc (WHG)
NYQ · Financial Services · Asset Management
Closing price as of 2026-06-08 · Source: TEK2day Finance
Key Metrics
About Westwood Holdings Group Inc
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.
Quarterly Financials
| Metric | 2025-06-30 | 2025-09-30 | 2025-12-31 | 2026-03-31 |
|---|---|---|---|---|
| Revenue | 23.1M | 24.3M | 27.1M | 25.0M |
| Gross Profit | 9.6M | 11.0M | 11.7M | 7.8M |
| Operating Income | 868K | 2.0M | 2.2M | -1.5M |
| Net Income | 1.0M | 3.7M | 1.9M | 782K |
| Diluted EPS | $0.12 | $0.41 | $0.21 | $0.09 |
Annual Financials
| Metric | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 |
|---|---|---|---|---|
| Revenue | 68.7M | 89.8M | 94.7M | 97.8M |
| Gross Profit | 28.6M | 36.9M | 38.7M | 41.1M |
| Operating Income | 2.2M | 3.4M | 5.7M | 5.0M |
| Net Income | -4.6M | 9.5M | 2.2M | 7.1M |
| Diluted EPS | $-0.59 | $1.30 | $0.26 | $0.79 |