Latest revenue
$24.6M
as of 2026-03-31
Latest net income
—
as of 2026-03-31
Net margin
—
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $151.8M
- Enterprise value
- $151.8M
- P/E (trailing)
- 21.4×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 3.8%
- 52-wk high
- $18.99
- 52-wk low
- $14.51
- Beta
- —
- Shares out
- 9.5M
5-year trend
What this company does
Item 1. Business. Unless the context otherwise requires, the term “we,” “us,” “our,” “Westwood,” or “Westwood Holdings Group” when used in this Form 10-K (“Report”) and in the Annual Report to the Stockholders refers to Westwood Holdings Group, Inc., a Delaware corporation, and its consolidated subsidiaries taken as a whole. This Report contains some forward-looking statements within the meaning of the federal securities laws. Actual results and the timing of some events could differ materially from those projected in or contemplated by the forward-looking statements due to a number of factors including, without limitation, those set forth under “Item 7. Management’s Discussion and Analysis…
AI summary unavailable — showing raw filing excerpt
Generated from WHG's filing dated 2026-03-04
Key risks
Item 1A. Risk Factors. We believe these represent the material risks currently facing our business. Our business, financial condition or results of operations could be materially adversely affected by these risks. The trading price of our common stock could decline due to any of these risks, and you may lose all or part of your investment. You should carefully consider the risks described below before making an investment decision. You should also refer to the other information included or incorporated by reference in this Report, including our financial statements and related notes. Risks Related to the Investment Industry Our results of operations depend upon the market value and…
AI summary unavailable — showing raw filing excerpt
Generated from WHG's filing dated 2026-03-04
Profitability
Operating margin
5.1%
480.5%Net margin
7.2%
210.1%Return on equity
5.6%
206.8%Return on assets
4.4%
195.8%Leverage
Debt / equity
0.29×
18.8%Debt / assets
22.6%
14.6%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $24.6M | +6.3% | — | — | — |
Q4 2025 2025-12-31 | $27.3M | +0.3% | — | — | — |
Q3 2025 2025-09-30 | $24.3M | +4.6% | — | — | — |
Q2 2025 2025-06-30 | $23.0M | +2.9% | — | — | — |
Q1 2025 2025-03-31 | $23.2M | +5.6% | — | — | — |
Q4 2024 2024-12-31 | $27.2M | — | — | — | — |
Q3 2024 2024-09-30 | $23.2M | +6.1% | — | — | — |
Q2 2024 2024-06-30 | $22.4M | +2.5% | — | — | — |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
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Your notes
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Insider activity
Insider buying
$0
Insider selling
$1.6M
Net activity
−$1.6M
Distinct insiders
7
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns WHG
Institutional value
$55.0M
Total shares held
3.4M
Distinct holders
40
-23 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | Allspring Global Investments Holdings, LLC | 613.1K | $9.7M | +6.3K (+1.0%) | Added |
| 2 | BlackRock, Inc. | 509.4K | $8.4M | -3.3K (-0.6%) | Trimmed |
| 3 | Settian Capital LP | 470.5K | $7.7M | +0 (+0.0%) | No change |
| 4 | North Star Investment Management Corp. | 380.8K | $6.3M | +8.8K (+2.4%) | Added |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 320.5K | $5.3M | — | New |
| 6 | DIMENSIONAL FUND ADVISORS LP | 279.7K | $4.6M | +5.2K (+1.9%) | Added |
| 7 | KING LUTHER CAPITAL MANAGEMENT CORP | 185.0K | $3.0M | +0 (+0.0%) | No change |
| 8 | Garner Asset Management Corp | 111.0K | $1.8M | -13.3K (-10.7%) | Trimmed |
| 9 | AEGIS FINANCIAL CORP | 99.9K | $1.6M | +0 (+0.0%) | No change |
| 10 | Peapod Lane Capital LLC | 78.9K | $1.3M | -9.8K (-11.1%) | Trimmed |
| 11 | De Lisle Partners LLP | 58.2K | $955.9K | -721 (-1.2%) | Trimmed |
| 12 | VANGUARD FIDUCIARY TRUST CO | 46.4K | $765.0K | — | New |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 42.9K | $706.0K | — | New |
| 14 | SEI INVESTMENTS CO | 31.7K | $521.4K | +7.5K (+31.3%) | Added |
| 15 | LEVIN CAPITAL STRATEGIES, L.P. | 25.5K | $420.1K | +0 (+0.0%) | No change |
| 16 | Bank of New York Mellon Corp | 21.4K | $353.0K | +223 (+1.1%) | Added |
| 17 | Advisor OS, LLC | 20.0K | $330.0K | — | New |
| 18 | Prosperity Consulting Group, LLC | 14.0K | $231.2K | -1.2K (-8.1%) | Trimmed |
| 19 | Connor, Clark & Lunn Investment Management Ltd. | 13.8K | $227.1K | +29 (+0.2%) | Added |
| 20 | DEUTSCHE BANK AG\ | 6.7K | $110.1K | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once WHG's latest filing finishes processing.