Westwood Holdings Group, Inc.

Westwood Holdings Group, Inc.

WHG·NYSE

$16.54

+0.70%
Financial ServicesFinancial - Capital Markets

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.

At a Glance

Live Snapshot
Market Cap$156.87M
EPS0.8400
P/E Ratio19.69
Earnings Date07/29/2026

whg

Total Assets

Last Annual Value

162.30M

3-Year CAGR

3%

5-Year CAGR

2%

10-Year CAGR

-1%

Westwood Holdings Group, Inc.

Westwood Holdings Group, Inc. Competitors Analysis of Total Assets

WHG · NYSE
CompanyTotal Assets
CAGR 3Y
CAGR 5Y
CAGR 10Y
162.30M
1.5%3.1%-1.0% 
203.75M
0.0%-1.4%-0.1%
912.21M
1.0%2.3%18.2%
759.04M
-1.8%-11.6%69.8%
270.82M
13.4%10.4%N/A
2.38B
1.6%9.9%20.7%
17.13M
588.3%N/AN/A
615.13M
-5.6%-6.3%3.3%
2.12B
0.9%7.2%17.1%
Westwood Holdings Group, Inc.

Westwood Holdings Group, Inc. Fair Value Envelope

WHG · NYSE

Our analysis suggests that WHG has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $16.54, this represents a potential HIDDEN relative to our calculated worth for Westwood Holdings Group, Inc..

Intrinsic Value
Current Price: $16.54