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 | TTM Q2 25 | TTM Q1 25 | TTM Q4 24 | TTM Q3 24 | TTM Q2 24 | TTM Q1 24 | TTM Q4 23 | TTM Q3 23 | TTM Q2 23 | TTM Q1 23 | TTM Q4 22 | TTM Q3 22 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Advisory | $79.59M | $78.98M | $78.78M | $76.97M | $75.70M | $75.30M | $75.46M | $71.79M | $64.09M | $56.36M | $49.08M | $47.56M | 96.8% | +5.1% |
| Trust | $22.21M | $22.39M | $22.09M | $21.47M | $21.11M | $20.93M | $20.87M | $20.84M | $20.97M | $21.33M | $22.02M | $22.51M | 27.0% | +5.2% |
By product or service
| Revenue | TTM Q2 25 | TTM Q1 25 | TTM Q4 24 | TTM Q3 24 | TTM Q2 24 | TTM Q1 24 | TTM Q4 23 | TTM Q3 23 | TTM Q2 23 | TTM Q1 23 | TTM Q4 22 | TTM Q3 22 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment Advisory Services [Member] | $71.49M | $70.67M | $69.76M | $67.83M | $66.96M | $66.62M | $67.39M | $64.73M | $58.30M | $52.48M | $46.69M | $46.70M | 86.9% | +6.8% |
| Asset Management [Member] | $71.49M | $70.67M | $69.76M | $68.39M | $67.52M | $67.18M | $67.39M | $64.18M | $57.75M | $51.93M | $46.69M | $45.33M | 86.9% | +5.9% |
| Trust Fees [Member] | $21.58M | $21.74M | $21.42M | $20.91M | $20.53M | $20.32M | $20.24M | $20.55M | $20.66M | $21.00M | $21.69M | $22.16M | 26.2% | +5.1% |
| Fiduciary and Trust [Member] | $21.58M | $21.74M | $21.42M | $20.91M | $20.53M | $20.32M | $20.24M | $20.55M | $20.66M | $21.00M | $21.69M | $22.05M | 26.2% | +5.1% |
| Other Revenue Misc Services [Member] | $733.00K | $959.00K | $1.67M | $2.01M | $1.43M | $1.23M | $534.00K | $713.00K | $553.00K | -$311.00K | -$708.00K | -$1.24M | 0.9% | -48.7% |
| Investment Performance [Member] | – | – | $1.39M | $710.00K | $710.00K | $710.00K | $1.27M | $1.57M | $1.57M | $1.57M | $1.02M | $1.38M | – | – |
By region
| Revenue | TTM Q2 25 | TTM Q1 25 | TTM Q4 24 | TTM Q3 24 | TTM Q2 24 | TTM Q1 24 | TTM Q4 23 | TTM Q3 23 | TTM Q2 23 | TTM Q1 23 | TTM Q4 22 | TTM Q3 22 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| United States | $94.71M | $94.24M | $93.70M | $91.35M | $89.48M | $88.72M | $88.68M | $85.87M | $79.39M | $73.02M | $67.51M | $66.44M | 115.2% | +5.9% |
| Canada | $960.00K | $998.00K | $1.02M | $1.02M | $1.05M | $1.07M | $1.11M | $1.14M | $1.15M | $1.17M | $1.17M | $1.18M | 1.2% | -8.9% |
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.