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 | Q2 26 | Q1 26 | Q4 25 | Q2 25 | Q1 25 | Q4 24 | Q3 24 | Q2 24 | Q1 24 | Q4 23 | Q3 23 | Q2 23 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Advisory | $22.18M | $21.72M | – | $19.52M | $19.40M | $21.02M | $19.65M | $18.91M | $19.19M | $19.21M | $18.38M | $18.51M | 87.5% | +13.6% |
| Trust | $5.43M | $5.39M | – | $5.11M | $5.47M | $6.15M | $5.49M | $5.28M | $5.17M | $5.53M | $5.13M | $5.10M | 21.4% | +6.3% |
By product or service
| Revenue | Q2 26 | Q1 26 | Q4 25 | Q2 25 | Q1 25 | Q4 24 | Q3 24 | Q2 24 | Q1 24 | Q4 23 | Q3 23 | Q2 23 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment Advisory Services [Member] | $19.37M | $19.31M | – | $17.96M | $17.73M | $18.03M | $17.77M | $17.14M | $16.82M | $16.10M | $16.90M | $16.80M | 76.4% | +7.9% |
| Asset Management [Member] | $19.37M | $19.31M | – | $17.96M | $17.73M | $18.03M | $17.77M | $17.14M | $16.82M | $16.66M | $16.90M | $16.80M | 76.4% | +7.9% |
| Trust Fees [Member] | $5.37M | $5.32M | – | $5.07M | $5.43M | $5.64M | $5.45M | $5.23M | $5.11M | $5.12M | $5.06M | $5.02M | 21.2% | +6.0% |
| Fiduciary and Trust [Member] | $5.37M | $5.32M | – | $5.07M | $5.43M | $5.64M | $5.45M | $5.23M | $5.11M | $5.12M | $5.06M | $5.02M | 21.2% | +6.0% |
| Other Revenue Misc Services [Member] | $599.00K | $339.00K | – | $96.00K | $92.00K | $47.00K | $498.00K | $322.00K | $802.00K | $389.00K | -$85.00K | $122.00K | 2.4% | +524.0% |
| Investment Performance [Member] | – | – | – | – | – | $1.39M | $0 | $0 | $0 | $710.00K | $0 | $0 | – | – |
By region
| Revenue | Q2 26 | Q1 26 | Q4 25 | Q2 25 | Q1 25 | Q4 24 | Q3 24 | Q2 24 | Q1 24 | Q4 23 | Q3 23 | Q2 23 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| United States | $25.19M | $24.82M | – | $22.90M | $23.01M | $25.33M | $23.47M | $22.43M | $22.48M | $22.97M | $21.60M | $21.67M | 99.4% | +10.0% |
| Canada | $153.00K | $150.00K | – | $222.00K | $238.00K | $254.00K | $246.00K | $260.00K | $257.00K | $259.00K | $278.00K | $276.00K | 0.6% | -31.1% |
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.