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MARKETS / NYSE / Financials / Brokerage and capital markets / WHG
NYSE · INVESTMENT ADVICE · SMALL CAP

Westwood Holdings Group Inc. WHG

17 fiscal years on record · USD · FY2025 reported · SEC filings only
$97.8M
▲ 3.2% YoY
$7.1M
▲ 220.1% YoY
$18.8M
▼ 10.4% YoY

Slide the table for earlier years · "·" marks a figure not available in our data for that year.

In brief

What this company does

Westwood Holdings Group provides investment advisory services to institutional investors, a family of mutual funds called the Westwood Funds, other mutual funds and individual investors, while Westwood Trust provides trust, custodial and investment management services to institutions and high net worth individuals. Westwood Management and Westwood Trust collectively had assets under management of approximately $16.5 billion and assets under advisement of approximately $0.9 billion at December 31, 2025. At December 31, 2025, the company had 148 full-time employees, all located in the U.S. Westwood Holdings Group was founded in 1983. Westwood Trust was founded as a state-chartered trust company in 1974. Westwood Holdings Group, Inc. was incorporated under the laws of the State of Delaware on December 12, 2001.

Written from the business description in WESTWOOD HOLDINGS GROUP, INC.'s annual report to the U.S. Securities and Exchange Commission, filed 4 March 2026. Every sentence was checked against that document before publication.

Growth

USD 97.8M
Revenue, FY2025 · full 17-year series below
Revenue $M Net income $M
FY2025 · Revenue 97.8 · Net income 7.1
50M100M
2009201220152018202120242025
Compound annual growth
+12.5%
+8.5%
−2.9%
+3.9%
−12.6%
−3.1%
−13.4%
−4.5%
−14.1%
−25.9%
−10.7%
−6.5%
3 yrs
5 yrs
10 yrs
15 yrs

Revenue compounded at +8.5% a year over the five years to FY2025.

Compound annual rates per period — left blank where that exact year isn't on file, the series crosses a loss, or (per-share rows) a split falls inside the window.

Profitability

7 cents
of every revenue dollar became profit
Operating margin Net margin
FY2025 · Operating 5.1% · Net 7.2%
10%20%30%-5%-10%
200920172025
ROE
FY2025 · ROE 5.8%
10%20%-2%-4%-6%
200920172025
Three returns, three denominators.
Return on capital employedNot available: we don't have total assets or current liabilities for this period.
Gross margin·
Operating margin5.1%
Net margin7.2%
EBITDAUSD 5.5M

Each USD of equity produced 6 cents of profit this year.

Cash & shareholders

USD 5.4M
returned in FY2025 · dividends + net buybacks
Free cash flow $M
FY2025 · FCF 18.8
20M40M-4M-8M
200920172025
Net buybacks $M Dividends $M
FY2025 · Dividends 5.4 · Net buybacks 0.0
15M30MDividendsNet buybacks
200920112013201520172019202120232025
Dividends paidUSD 5.4M
Net buybacksUSD 0.00
Share of profit75.8%
Consecutive raises·

USD 5.4M in dividends — 76% of the year's profit went back to shareholders.

Total assetsUSD 162.3M
EquityUSD 125.6M
CashUSD 26.2M

Equity funds 77% of total assets.

The 17-year record

17 fiscal years
Every figure from documents filed with the SEC · USD
row low → row highnegative—not applicable◌not available in our data
WHG, 17-year financial record
Metric 20252024202320222021202020192018201720162015201420132012201120102009
Revenue $B0.10.10.10.10.10.10.10.10.10.10.10.10.10.10.10.10.0
Operating income $B0.00.00.0−0.00.0−0.00.00.00.00.00.00.00.00.0◌◌◌
EBITDA $B0.00.00.0−0.00.0−0.00.00.00.00.00.00.00.00.0◌◌◌
Income tax $B0.00.00.0−0.00.00.00.00.00.00.00.00.00.00.00.00.00.0
Net income $B0.00.00.0−0.00.0−0.00.00.00.00.00.00.00.00.00.00.00.0
Free cash flow $B0.00.0−0.00.10.0−0.00.00.00.00.00.10.00.00.00.00.00.0
EPS, diluted $0.790.261.17−0.591.23−1.120.703.132.382.773.333.452.321.652.041.581.09
Dividend / sh $◌◌◌◌◌◌◌◌◌◌◌◌◌◌◌◌◌
Payout %7624652−122235−123441921108661515211654109108
ROE %5.81.89.2−4.07.9−6.43.816.813.216.222.227.421.616.422.320.916.7
Shares out B◌0.010.010.010.010.010.010.010.010.010.010.010.010.010.010.01◌

Slide the table for earlier years. "—" not applicable · "◌" not available in our data.

More in this sector

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UNH · BRK-A · BRK-B · CI · ELV · CNC
Provenance

Company facts, as filed

How we verify · 0 failures · 1 divergence in 63 reconciliationsAUDITED

Reconciled in 16 of the 17 fiscal years we could check. 1 of those reconciliations are divergences — the figures exist but don't fit the formula this check expects; that isn't the same as an error. Six checks were skipped: the balance sheet is not tagged before 2010. Three checks were skipped: the share count is not tagged before 2010.

EPS recomputationBalance-sheet identityGross profitBalance-sheet liquidityCurrency consistency0 failures1 divergent
ActivityInvestment Advice
Listed onNYSE
Incorporated inDelaware
Fiscal year endsDecember 31
SEC categorysmaller reporting company
Data on record since2009

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