Company Analysis

Westwood Holdings Group, Inc. (WHG)

NYSE: WHG · Investment Advice · Dallas, TX · filing with the SEC since 2002
Grade4.1
◀ Past 2.8● Present 4.1▶ Future 5.4

The company now

Westwood Holdings Group, Inc. is classed by the SEC under Investment Advice (industry code 6282), based in Dallas, TX. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $98 million and a profit of $7.1 million (its filed statements).

From its filings and filed figures; the desk's account of it is not written yet.

Where the revenue comes from

fiscal 2025, as filed

Revenue by product, fiscal 2025

ProductFiscal 2025Fiscal 2024Share of revenue
Asset Management1$74.7M$69.8M76.7%
Fiduciary and Trust$21.6M$21.4M22.1%
Investment Performance$874,000$1.4M0.9%
Trust Performance Based Fees$260,000$482,000under 1%

As tagged in its annual report (Form 10-K, filed Mar 4, 2026 ↗), read from the SEC's financial statement data sets. The year before is the figure the record holds for the prior fiscal year.

The desk's written account of this company, its Past, Present and Future, is not on file yet.

How the company works

The desk has not read this company's annual report yet.

The record in brief

The desk has not written this company's report yet.

SI Assistanton WHG · research, not advice