What is Westwood Holdings Group's market cap?

Westwood Holdings Group (WHG) has a market capitalization of $186.2M and trades on NYSE.

What is Westwood Holdings Group's revenue and profitability?

Westwood Holdings Group generated $99.5M in trailing twelve-month revenue with net income of $7.4M, representing a net margin of 7.5%, with free cash flow of $17.9M. These figures are based on the Q1 2026 filing.

Who are Westwood Holdings Group's competitors?

Westwood Holdings Group's key competitors include BlackRock, Inc., Franklin Resources, Inc., Invesco Ltd., and others. These companies compete in similar markets and product categories.

Who does Westwood Holdings Group partner with?

Westwood Holdings Group's notable partners include Vista Bancshares, Inc., TXSE Group Inc., WEBs Investments Inc., and others.

What subsidiaries does Westwood Holdings Group have?

Westwood Holdings Group's subsidiaries include Westwood Management Corp., Westwood Trust, Broadmark Asset Management LLC, and others.

Where is Westwood Holdings Group headquartered?

Westwood Holdings Group is headquartered in United States of America and employs approximately 145 people. It has been publicly traded since 2002.

Westwood Holdings Group

WHG

Westwood Holdings Group is an asset management and wealth management firm that provides investment advisory and fiduciary services to institutional and individual investors.

Market cap

$186.25M+12.8%

Revenue$99.5M+33.1%

Net income$7.4M+277%

Free cash flow$17.9M+290%

EPS (diluted)$0.82+249%

Trailing twelve months · change vs. prior year

Table of contents

Earnings

Q1 2026 report

April 30, 2026

Revenue$25.0M EPS$0.31

Read the full report

Next report

Date not yet announced

Financials

Q1 2026

Income statement

See full

Revenue$25.0M+7.4%

Operating income-$1.5M-2,100%

Net income$782.0K+63.9%

EPS (diluted)$0.09+80.0%

Balance sheet

See full

Cash & equivalents$23.4M+149%

Total debt$10.0M+251%

Total equity$125.0M+2.9%

Total assets$150.4M+11.4%

Cash flow

See full

Operating cash flow-$2.6M+47.6%

CapEx$246.0K+4,000%

Free cash flow-$2.8M+42.7%

Valuation & ratios

Valuation

See full

Market cap$186.25M+12.8%

Enterprise value$172.85M+2.9%

P/E25.1×—

P/S1.9×-0.2×

Profitability

See full

Operating margin3.6%+2.5pp

Net margin7.5%+5.2pp

FCF margin18%+11.8pp

Returns & leverage

See full

Return on equity6%+4.4pp

Debt / equity0.1×+0.1×

Segments

By product

See full

Investment Advisory Services$19.3M+8.9%

Mutual Fund Advisory$7.4M+8.0%

Trust Fees$5.3M-2.0%

Private Wealth Advisory$1.3M+103%

Other Revenue Misc Services$339.0K+268%

By segment

See full

Advisory$21.7M+12.0%

Trust$5.4M-1.4%

Competitors

By market cap

Blackrock$164.63B-4.9%

BEN

Franklin Resources$17.3B+33.1%

Invesco$13.3B+38.0%

WSFS Financial$4.1B+29.2%

WesBanco$3.9B+27.6%

Stock Yards Bancorp$2.4B+6.0%

Westwood Holdings Group$186.2M+7.7%

Silvercrest Asset Management Group$80.2M-47.8%

By revenue growth

Westwood Holdings Group+33.1%

Blackrock+26.5%

Stock Yards Bancorp+13.0%

Invesco+12.2%

BEN

Franklin Resources+3.8%

WSFS Financial+3.2%

Silvercrest Asset Management Group+0.4%

By net margin

Stock Yards Bancorp35.3%+1.0pp

WesBanco30.69%—

WSFS Financial28.41%+3.3pp

Blackrock24.09%-5.6pp

BEN

Franklin Resources8.12%+2.5pp

Westwood Holdings Group7.46%+13.1pp

Silvercrest Asset Management Group2.12%-5.1pp

Invesco-1.09%-11.4pp

Profile

Westwood Holdings Group is an asset management and wealth management firm that provides investment advisory and fiduciary services to institutional and individual investors. The company manages a diverse range of investment strategies including U.S. value equities, multi-asset solutions, and liquid alternatives. Its core value proposition centers on a boutique, high-conviction investment approach combined with comprehensive trust and custodial services.

Competitive position

A boutique investment manager specializing in high-conviction value equity and outcome-oriented solutions with a strong regional presence in the Texas Triangle.

GeographiesUnited States

Customer segmentsInstitutional investors, High net worth individuals, Retail investors

Business modelAsset-based fees, Performance-based fees, Fiduciary services

SuppliersMarket data providers, Broker-dealers for trade execution, Third-party proxy research services, Technology and software providers

CustomersPension fund participants, Individual retirement account holders, Mutual fund shareholders, Trust beneficiaries

CountryUnited States of America

Listed2002

Employees145.0

CEOBrian O'Connor Casey

SectorFinancial Services

IndustryFinancial - Capital Markets

Websitewestwoodgroup.com

FilingsSEC EDGAR

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Questions, answered.

What is Westwood Holdings Group's market cap?: Westwood Holdings Group (WHG) has a market capitalization of $186.2M and trades on NYSE.
What is Westwood Holdings Group's revenue and profitability?: Westwood Holdings Group generated $99.5M in trailing twelve-month revenue with net income of $7.4M, representing a net margin of 7.5%, with free cash flow of $17.9M. These figures are based on the Q1 2026 filing.
Who are Westwood Holdings Group's competitors?: Westwood Holdings Group's key competitors include BlackRock, Inc., Franklin Resources, Inc., Invesco Ltd., and others. These companies compete in similar markets and product categories.
Who does Westwood Holdings Group partner with?: Westwood Holdings Group's notable partners include Vista Bancshares, Inc., TXSE Group Inc., WEBs Investments Inc., and others.
What subsidiaries does Westwood Holdings Group have?: Westwood Holdings Group's subsidiaries include Westwood Management Corp., Westwood Trust, Broadmark Asset Management LLC, and others.
Where is Westwood Holdings Group headquartered?: Westwood Holdings Group is headquartered in United States of America and employs approximately 145 people. It has been publicly traded since 2002.