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Westwood Holdings Group WHG Q2 2025 earnings

Reported August 8, 2025 · After market close

Revenue$23.1M
EPS$0.32

Next report

Oct 29, 2026 (In 3 weeks)

Financials

Q2 2025

Income statement

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Revenue$23.1M+48.2%
Operating income$868.0K+121%
Net income$1.0M+373%
EPS (diluted)$0.12+340%

Balance sheet

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Cash & equivalents$15.4M-35.2%
Total debt$10.5M+167%
Total equity$122.4M+1.6%
Total assets$146.3M-0.7%

Cash flow

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Operating cash flow$7.3M+106%
CapEx--100%
Free cash flow$7.3M+107%

Valuation & ratios

Valuation

as of 06/30/25
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Market cap$149.61M+51.7%
Enterprise value$144.67M+83.6%
P/S1.8×+0.4×

Profitability

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Operating margin3.5%+3.3pp
Net margin-3.4%-9.6pp
FCF margin10.2%—

Returns & leverage

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Return on equity-2.3%-5.9pp
Debt / equity0.1×+0.1×

Segments

By product

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Investment Advisory Services$18.0M+4.8%
Mutual Fund Advisory$6.7M-1.6%
Trust Fees$5.1M-3.0%
Private Wealth Advisory$585.0K+3.5%
Other Revenue Misc Services$96.0K-70.2%

By segment

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Advisory$19.5M+3.2%
Trust$5.1M-3.3%
Other reporting segment-$2.1M—

By geography

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United States$22.9M—
Canada$222.0K—

FAQ

When did Westwood Holdings Group report Q2 2025 earnings?
Westwood Holdings Group (WHG) reported Q2 2025 earnings on August 8, 2025 after market close.
What were Westwood Holdings Group's Q2 2025 revenue and EPS?
Westwood Holdings Group reported revenue of $23.1M and eps of $0.32 for Q2 2025.
How did Westwood Holdings Group's Q2 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 0.9% from $22.9M a year earlier.
Where can I find Westwood Holdings Group's Q2 2025 SEC filings?
You can read the 8-K earnings release (0001165002-25-000046) and the 10-Q periodic report (0001165002-25-000048) directly on SEC EDGAR. The filing index links above go to sec.gov.