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Westwood Holdings Group WHG Assets Under Management Carrying Amount

Assets Under Management Carrying Amount at other companies

Westwood Holdings Group logo
Westwood Holdings GroupWHG
$16.96B-2.2%
Stock Yards Bancorp logo
Stock Yards BancorpSYBT
$7.6B+11.8%
Bank of the James Financial Group logo
Bank of the James Financial GroupBOTJ
$1.01B+13.9%
Bank of the James Financial Group logo
Bank of the James Financial GroupBOTJ
$1.01B+13.9%
First Community Corporation logo
First Community CorporationFCCO
$148.84M-83.4%
Westwood Holdings Group logo
Westwood Holdings GroupWHG
$16.96B-2.2%

Other financials

Income statement

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Revenue$25.3M+9.6%
Operating income$2.1M+138%
Net income$1.5M+48.1%
EPS (diluted)$0.17+41.7%

Balance sheet

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Cash & equivalents$22.6M+46.8%
Total debt$12.4M+18.5%
Total equity$126.3M+3.3%
Total assets$155.4M+6.2%

Cash flow

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Operating cash flow$5.6M-23.5%
CapEx$534.0K
Free cash flow$5.1M-30.9%

Valuation

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Market cap$184.83M+12.3%
Enterprise value$174.62M+9.4%
P/E23.3×
P/S1.8×-0.2×

Profitability

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Operating margin4.7%+1.2pp
Net margin7.8%+6.0pp
FCF margin15.4%+5.2pp

Returns & leverage

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Return on equity6.4%+5.0pp
Debt / equity0.1×0.0×
Current ratio4.2×+0.2×

Where this comes from

Reported directly by Westwood Holdings Group in its filing.

Tagged under the XBRL concept us-gaap:AssetsUnderManagementCarryingAmount.

The source filing: Westwood Holdings Group’s 10-Q, filed August 6, 2026. Open the filing →

Filed
Aug 6, 2026, 4:21 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001165002-26-000049

FAQ

What is Westwood Holdings Group's assets under management carrying amount?
Westwood Holdings Group (WHG) reported assets under management carrying amount of $16.96B in Q2 2026.
How has Westwood Holdings Group's assets under management carrying amount changed year-over-year?
Westwood Holdings Group's assets under management carrying amount decreased by 2.2% year-over-year, from $17.34B to $16.96B.
What does assets under management carrying amount mean?
Assets Under Management Carrying Amount as reported by WESTWOOD HOLDINGS GROUP, INC..

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