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

Overview Business Financials Grade Forecast Sentiment Ownership People Filings Patents Chart

Income statement, as filed

In thousands of US dollars (USD), as filed; per-share figures in US dollars; share counts. The fiscal year ends in December.

Income statement, by fiscal year, newest first
Fiscal year	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019	FY 2018	FY 2017	FY 2016
Period ending	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020	Dec 31, 2019	Dec 31, 2018	Dec 31, 2017	Dec 31, 2016
Report filed	Mar 4, 2026	Mar 5, 2025	Mar 7, 2024	Mar 13, 2023	Mar 4, 2022	Mar 4, 2021	Feb 20, 2020	Feb 21, 2019	Feb 23, 2018	Feb 23, 2017
Revenue	97,762	94,721	89,781	68,681	73,054	65,111	84,079	122,300	133,785	123,021
For lenders
Interest and dividend income	·	·	·	·	·	35	103	·	·	·
Interest and investment income	1,655	2,183	1,191	266	868	604^r	1,318^r	910	636	547
Sales and marketing	2,744	2,668	2,990	2,003	1,280	1,194	2,068	1,936	2,042	1,919
General and administrative	11,290	11,947	12,512	9,057	8,074	8,941	9,516	9,564	9,652^r	9,433^r
Total operating expenses	92,789	93,891	83,776	73,554	67,095	68,558	79,435	86,362	99,892	89,011
Total costs and expenses	·	·	·	·	·	68,558	79,435	86,362	99,892	89,011
Operating income	4,973	830	6,005	-4,873	5,959	-3,447	4,644	35,938	33,893	34,010
Income before income taxes	9,677	4,015	13,443	-5,195	14,003	-7,588	9,402	36,462	33,893	34,010
Income tax expense	2,600	1,804	2,872	-567	4,240	1,359	3,491	9,711	13,904	11,363
Net income including non-controlling interests	7,077	2,211	10,571	-4,628	9,763	-8,947	5,911	·	·	·
Net income to non-controlling interests	19	-4	1,051	·	·	·	·	·	·	·
Net income	7,077	2,211	10,571	-4,628	9,763	-8,947	5,911	26,751	19,989	22,647
Earnings per share, basic	0.84	0.27	1.20	-0.59	1.24	-1.12	0.70	3.20	2.45	2.84
Earnings per share, diluted	0.79	0.26	1.17	-0.59	1.23	-1.12	0.70	3.13	2.38	2.77
Weighted average shares, basic	8,374,352	8,163,465	7,964,423	7,844,363	7,875,395	7,987,554	8,408,017	8,365,360	8,147,742	7,961,891
Weighted average shares, diluted	8,885,580	8,515,779	8,112,139	7,844,363	7,927,972	7,987,554	8,463,239	8,547,370	8,400,022	8,165,475

As filed with the SEC, each figure from the newest report that carries it, and linked to it. Nothing here is computed.A dot is a line not tagged for that period. ^r restated by the company in a later report; ^b a share figure put on the newest basis or filed in the wrong unit. Hover a figure for its filing and note.

What each line is, and the XBRL concept behind it

Revenue what customers paid for what it soldus-gaap:Revenues

Interest and dividend income what its loans and securities earnedus-gaap:InterestAndDividendIncomeOperating

Interest and investment income what its cash and investments earnedus-gaap:InvestmentIncomeNet

Sales and marketing the cost of finding and serving customersus-gaap:SellingAndMarketingExpense

General and administrative the cost of running the company itselfus-gaap:GeneralAndAdministrativeExpense

Total operating expenses the running costs togetherus-gaap:OperatingExpenses

Total costs and expenses every operating cost, the cost of revenue includedus-gaap:CostsAndExpenses

Operating income profit from running the business, before interest and taxus-gaap:OperatingIncomeLoss

Income before income taxes profit before taxus-gaap:IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest

Income tax expense tax charged on the period's profitus-gaap:IncomeTaxExpenseBenefit

Net income including non-controlling interests the whole group's profit, minority holders' share includedus-gaap:ProfitLoss

Net income to non-controlling interests the share that belongs to minority holdersus-gaap:NetIncomeLossAttributableToNoncontrollingInterest

Net income the profit or loss that belongs to the company's shareholdersus-gaap:NetIncomeLoss

Earnings per share, basic net income per share outstandingus-gaap:EarningsPerShareBasic

Earnings per share, diluted net income per share, counting every share that could be issuedus-gaap:EarningsPerShareDiluted

Weighted average shares, basic the average count of shares outstandingus-gaap:WeightedAverageNumberOfSharesOutstandingBasic

Weighted average shares, diluted the average count with every share that could be issuedus-gaap:WeightedAverageNumberOfDilutedSharesOutstanding

SI Assistanton WHG · research, not advice