WHG — Westwood Holdings Group Inc
NYSE · Financial Services · Asset Management
$19.20
-$0.07 (-0.34%)
Westwood Holdings Group Inc (WHG) is a asset management company listed on NYSE. It is led by Brian O'Connor Casey CFP, based in 200 Crescent Court, Dallas, TX, United States, 75201, with about 148 employees. Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
Latest reported WHG revenue for 2025-09-30 was $24.3M. Net income was $3.7M. Revenue was up 5.1% from 2025-06-30 to 2025-09-30. WHG currently screens at market cap $170.8M and trailing P/E 21.7.
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About Westwood Holdings Group Inc
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
WHG Key Statistics
Market Cap
$170.78M
Volume
23,320
Previous Close
$19.18
Day Range
$19.10 – $19.84
P/E Ratio
21.69
P/B Ratio
1.37
EPS
-$0.40
Revenue
$20.46M
Net Income
$2.21M
Gross Profit
$0.00
Free Cash Flow
$0.00
Dividend Yield
3.31%
Revenue Growth
+5.5%
Profit Margin
10.8%
Employees
148
WHG Financials
Annual income statement in USD. Latest reported periods first.
| Line | FY2024 | FY2023 |
|---|---|---|
| Revenue | $20.46M | $19.39M |
| Cost of Revenue | $0.00 | $0.00 |
| Gross Profit | $0.00 | $0.00 |
| Operating Income | $0.00 | $0.00 |
| Net Income | $2.21M | $10.57M |
| EPS (Diluted) | -$0.40 | $0.36 |
Total Assets
$149.99M
Total Debt
$0.00
Shareholders' Equity
$0.00
Cash & Equivalents
$18.85M
Operating Cash Flow
$21.12M
Free Cash Flow
$0.00
Westwood Holdings Group Inc Company Information
- CEO & Director
- Brian O'Connor Casey CFP
- Headquarters
- 200 Crescent Court, Dallas, TX, United States, 75201
- Website
- www.westwoodgroup.com
- Phone
- 214 756 6900
- IPO / Founded
- 2002-06-13
- Sector
- Financial Services
- Industry
- Asset Management