WHGNYSEInvestment AdviceFiscal year ends December 31
WESTWOOD HOLDINGS GROUP INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$18.74+0.11 (+0.59%)
Close on Oct 19, 2026
- Market cap
- $170.16M
- P/E (TTM)
- 23.7
- Dividend yield
- –
WESTWOOD HOLDINGS GROUP INC revenue by segment
By business segment
| Revenue | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total reporting segment | $106.11M | $100.87M | $96.33M | – | – | – | – | – | – | – | 108.5% | +5.2% |
| Advisory | $84.14M | $78.78M | $75.46M | $49.08M | $51.34M | $43.52M | $62.05M | $100.09M | $110.19M | $100.49M | 86.1% | +6.8% |
| Trust | $21.97M | $22.09M | $20.87M | $22.02M | $24.49M | $24.19M | $25.72M | $29.43M | $31.93M | $30.20M | 22.5% | -0.5% |
| Other reporting segment | -$8.35M | -$6.15M | -$6.55M | – | – | – | – | – | – | – | -8.5% | +35.8% |
By product or service
| Revenue | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment Advisory Services [Member] | $74.72M | $69.76M | $67.39M | $46.69M | $47.31M | $38.03M | $57.03M | $89.37M | $99.20M | $91.49M | 76.4% | +7.1% |
| Asset Management [Member] | $74.72M | $69.76M | $67.39M | $46.69M | $45.93M | $38.03M | $57.03M | $89.37M | $99.20M | $91.49M | 76.4% | +7.1% |
| Trust Fees [Member] | $21.56M | $21.42M | $20.24M | $21.69M | $24.13M | $23.56M | $25.48M | $28.95M | $31.62M | $30.31M | 22.1% | +0.6% |
| Fiduciary and Trust [Member] | $21.56M | $21.42M | $20.24M | $21.69M | $24.03M | $23.56M | $25.48M | $28.95M | $31.62M | $30.31M | 22.1% | +0.6% |
| performance fee [Member] | $1.13M | $1.88M | $1.61M | $1.02M | $1.95M | $3.17M | $764.00K | $2.98M | $1.41M | $635.00K | 1.2% | -39.5% |
| Investment Performance [Member] | $874.00K | $1.39M | $1.27M | $1.02M | $3.34M | $2.81M | $764.00K | $2.98M | $1.41M | $635.00K | 0.9% | -37.3% |
| Other Revenue Misc Services [Member] | $346.00K | $1.67M | $534.00K | -$708.00K | -$339.00K | $346.00K | $799.00K | $996.00K | $1.55M | $581.00K | 0.4% | -79.3% |
| Trust performance-based fees [Member] | $260.00K | $482.00K | $349.00K | $0 | $101.00K | $366.00K | $0 | $0 | – | – | 0.3% | -46.1% |
By region
| Revenue | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| United States | $96.97M | $93.70M | $88.68M | $67.51M | $70.99M | $58.63M | $74.36M | $102.58M | $111.10M | $103.26M | 99.2% | +3.5% |
| Canada | $791.00K | $1.02M | $1.11M | $1.17M | $1.16M | $1.51M | $3.02M | $6.77M | $9.17M | $7.71M | 0.8% | -22.2% |
| Europe [Member] | – | – | – | – | $900.00K | $4.28M | $4.47M | $4.86M | $3.87M | $5.42M | – | – |
| Australia | – | – | – | – | – | – | $591.00K | $3.78M | $3.33M | $1.76M | – | – |
| Asia [Member] | – | – | – | – | – | $696.00K | $1.64M | $4.31M | $6.31M | $4.87M | – | – |
From the segment and revenue-disaggregation notes of Westwood Holdings's 10-K and 10-Q filings (XBRL). Fourth-quarter figures are the fiscal year less the first nine months. Segment names follow the company's own labels and can change when it reorganizes.