WHG - NYSE
Westwood Holdings Group, Inc.
$16.54
+0.70%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 SnapshotWestwood Holdings Group, Inc. Profit Bridge
Profitability Analysis
Gross Margin
Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.
Operating Margin
Acceptable margins but limited operational leverage. Operating expense control is important.
Net Profit Margin
Moderate profitability with room for improvement. Monitor interest expenses and tax efficiency.
Effective Tax Rate
Higher tax burden may reflect limited tax optimization or operations in high-tax jurisdictions.
Profitability Insight
Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.
Westwood Holdings Group, Inc. Income Statement
WHG • NYSE
| Westwood Holdings Group, Inc. Income Statement | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | Dec 2013 | Dec 2012 | Dec 2011 | Dec 2010 | Dec 2009 | Dec 2008 | Dec 2007 | Dec 2006 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
REVENUE | ||||||||||||||||||||
97.8M | 94.7M | 89.8M | 68.7M | 73.1M | 65.1M | 84.1M | 122.3M | 133.8M | 123M | 130.9M | 113.2M | 91.8M | 77.5M | 68.9M | 55.3M | 42.6M | 46.5M | 36.3M | 27.4M | |
GROSS PROFIT | ||||||||||||||||||||
(13.2M) | (56M) | (52.9M) | (40.1M) | (42.5M) | (42.1M) | (50.2M) | (60M) | (65M) | (61.5M) | (63.6M) | (52.8M) | (47.8M) | (43.7M) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | |
84.6M | 38.7M | 36.9M | 28.6M | 30.5M | 23M | 33.9M | 62.3M | 68.8M | 61.5M | 67.4M | 60.4M | 44M | 33.8M | 68.9M | 55.3M | 42.6M | 46.5M | 36.3M | 27.4M | |
OPERATING INCOME | ||||||||||||||||||||
(77.7M) | (37.9M) | (30.9M) | (33.4M) | (24.6M) | (26.4M) | (27.4M) | (29.2M) | (30.9M) | (27.5M) | (25.2M) | (18.4M) | (15.8M) | (13.8M) | (45.8M) | (37.6M) | (30.2M) | (29.9M) | (24.1M) | (20.1M) | |
(14M) | (20.1M) | (20.6M) | (16.4M) | (21.9M) | (14.4M) | (24.3M) | (25.4M) | (27M) | (24.3M) | (21.7M) | (15.8M) | (13.6M) | (12.6M) | (45.8M) | (37.6M) | (29.9M) | (3.5M) | (2.9M) | (2.7M) | |
6.9M | 830K | 6M | -4.9M | 6M | -3.4M | 4.6M | 35.9M | 37.9M | 34M | 42.2M | 42M | 28.3M | 20M | 23.1M | 17.7M | 12.3M | 16.5M | 12.2M | 7.3M | |
PRE-TAX INCOME | ||||||||||||||||||||
1.7M | 2.2M | 1.2M | 0.0 | 868K | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
(63.7M) | (17.8M) | (10.2M) | (17M) | (2.7M) | (12M) | (3.1M) | (3.8M) | (3.9M) | (3.2M) | (3.4M) | (2.5M) | (2.2M) | (1.2M) | (0.0) | (0.0) | (0.0) | (0.0) | (21.2M) | (17.5M) | |
2.8M | 3.2M | 7.4M | -322K | 8M | -4.1M | 4.8M | 3.3M | -5.6M | 0.0 | -732K | 0.0 | 84K | 6K | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
9.7M | 4M | 13.4M | -5.2M | 14M | -7.6M | 9.4M | 36.5M | 33.9M | 34M | 42.2M | 42M | 28.3M | 20M | 23.1M | 17.7M | 12.3M | 16.5M | 12.2M | 7.3M | |
NET INCOME | ||||||||||||||||||||
(2.6M) | (1.8M) | (2.9M) | -567K | (4.2M) | (1.4M) | (3.5M) | (9.7M) | (13.9M) | (11.4M) | (15.1M) | (14.8M) | (10.4M) | (7.9M) | (8.4M) | (6.4M) | (4.4M) | (6M) | (4.3M) | (2.8M) | |
7.1M | 2.2M | 10.6M | -4.6M | 9.8M | -8.9M | 5.9M | 26.8M | 20M | 22.6M | 27.1M | 27.2M | 17.9M | 12.1M | 14.7M | 11.3M | 7.9M | 10.5M | 7.9M | 4.5M |
SEC Filings
WHG - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
8-K 8-K 2026 N/A | May 05, 2026 | April 30, 2026 | 2026 | |
10-Q 10-Q 2026 Q1 Q1 | April 30, 2026 | March 31, 2026 | 2026 | |
8-K 8-K 2026 N/A | April 30, 2026 | April 30, 2026 | 2026 | |
DEF 14A DEF 14A 2025 N/A | March 13, 2026 | December 31, 2025 | 2025 | |
10-K 10-K 2025 FY FY | March 04, 2026 | December 31, 2025 | 2025 | |
8-K 8-K 2026 N/A | February 13, 2026 | February 13, 2026 | 2026 | |
10-Q 10-Q 2025 Q3 Q3 | October 30, 2025 | September 30, 2025 | 2025 | |
8-K 8-K 2025 N/A | October 30, 2025 | October 30, 2025 | 2025 | |
10-Q 10-Q 2025 Q2 Q2 | August 08, 2025 | June 30, 2025 | 2025 | |
8-K 8-K 2025 N/A | August 08, 2025 | August 08, 2025 | 2025 |
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