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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
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
50M100M200920112013201520172019202120232025
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 five years.

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%200920112013201520172019202120232025
ROE
FY2025 · ROE 5.8%
10%20%-2%-4%-6%200920112013201520172019202120232025
Gross margin—
Operating margin5.1%
Net margin7.2%
Return on assets4.5%
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-8M200920112013201520172019202120232025
Net buybacks $M Dividends $M
FY2025 · Dividends 5.4 · Net buybacks 0.0
10M20MDividendsNet buybacks200920112013201520172019202120232025
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
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 · "·" marks a figure not available in our data for that year.

Provenance
Company facts, as filed
How we verify · 0 failures · 1 divergences in 63 reconciliationsAUDITED

Reconciled in 16 of 19 fiscal years. 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. 13 checks could not be computed.

EPS recomputationBalance-sheet identityGross profitBalance-sheet liquiditymoeda_consistente0 failures1 divergent
ActivityInvestment Advice
Listed onNYSE
Incorporated inDelaware
Fiscal year endsDecember 31
SEC categorysmaller reporting company
Data on record since2009

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