What is Westwood Holdings Group's revenue?

Westwood Holdings Group (WHG) generated $99.5M in revenue over the trailing twelve months, up 33.1% year over year.

Is Westwood Holdings Group profitable?

Westwood Holdings Group reported $7.4M in net income over the trailing twelve months, a 7.5% net margin.

What is Westwood Holdings Group's earnings per share?

Westwood Holdings Group's diluted EPS over the trailing twelve months is $0.82.

Where does Westwood Holdings Group's income statement data come from?

Every line is extracted from Westwood Holdings Group's SEC filings (10-K and 10-Q) and tagged in XBRL. Switch between quarterly, annual, and trailing-twelve-month views, or open any line for its full history and peer comparisons.

Westwood Holdings Group WHG Income Statement

Income Statement Balance Sheet Cash Flow Ratios Segments

Quarterly Annual TTM

YoY QoQ

Simplified Detailed

	Q1 '26	Q4 '25	Q3 '25	Q2 '25	Q1 '25
Total revenue	$24.97M+7.4%	$27.1M+32.5%	$24.29M+57.7%	$23.12M+48.2%	$23.25M+35.1%
Selling and marketing	$660K-13.2%	$694K+8.3%	$633K-1.7%	$657K-13.0%	$760K+21.0%
General and administrative	$2.99M+3.6%	$2.66M-12.7%	$2.77M-7.3%	$2.98M-1.2%	$2.88M-0.7%
Compensation and benefits	$17.17M+18.4%	$15.43M+9.5%	$13.29M-2.1%	$13.47M-1.2%	$14.5M-1.4%
Professional fees	$2.15M+33.0%	$2.23M+210%	$1.59M-12.1%	$1.49M+2.5%	$1.61M+8.3%
Depreciation and amortization	$782K-25.2%	$802K-24.6%	$1.06M+4.9%	$1.04M+0.5%	$1.05M+0.3%
Impairment charges	$0—	——	$0—	$0—	$0—
Total operating expenses	——	$23.2M-1.2%	$23.2M-1.2%	$23.2M-1.2%	$23.2M-1.2%
Total costs & expenses	$26.46M+13.5%	——	$22.28M-8.0%	$22.25M-17.2%	$23.32M+17.8%
Operating income	-$1.5M-2,100%	$2.16M-15.5%	$2.01M+507%	$868K+121%	-$68K-102%
Operating margin	-6%-5.7pp	8%-4.5pp	8.3%+11.5pp	3.8%+30.5pp	-0.3%-17.4pp
Other income (expense), net	$0-100%	$291K+32.9%	$292K-21.9%	$257K+14.7%	$277K+49.7%
Gain (loss) on disposal of assets	$2.05M—	——	$459K-21.8%	——	——
Net investment gains (losses)	——	——	——	——	——
Income before income taxes	$828K+39.9%	$2.93M+168%	$4.69M+560%	$1.47M+421%	$592K-0.3%
Income tax expense	$46K-60.0%	$1.09M-14.8%	$963K+213%	$437K+137%	$115K-91.9%
Net income	$782K+63.9%	$1.88M+160%	$3.73M+417%	$1.03M+373%	$477K+854%
Net margin	3.1%+1.1pp	6.9%+22.2pp	15.4%+23.0pp	4.5%+6.9pp	2.1%+1.8pp
Net income attributable to noncontrolling interests	$0+100%	——	$29K-46.3%	$12K-60.0%	-$1K+99.2%
Diluted earnings per share	$0.09+80.0%	$0.20+150%	$0.41+373%	$0.12+340%	$0.05+400%
Basic earnings per share	$0.09+50.0%	$0.22+155%	$0.44+393%	$0.12+340%	$0.06+500%
Weighted-average shares, diluted	9M+3.0%	8.9M+4.3%	8.9M+5.3%	8.8M+7.2%	8.8M+4.6%
Weighted-average shares, basic	8.5M+3.0%	8.4M+2.6%	8.4M+3.6%	8.4M+2.3%	8.3M+1.9%
Other Revenue, Net	$339K+268%	$172K+266%	-$14K-103%	$96K-70.2%	$92K-88.5%
Depreciation	——	$125K-16.7%	$125K-16.7%	$125K-16.7%	$125K-16.7%
Westwood funds	$864K-3.7%	——	$1.1M+38.0%	$957K+11.9%	$897K+24.4%
Purchased power and fuel from affiliates	——	$75K0.0%	$75K0.0%	$75K0.0%	$75K0.0%
Variable Interest Entity Activity Between VIE And Entity Revenues	$9.3M+16.3%	$10.4M+10.6%	$8.7M+8.8%	$7.7M-1.3%	$8M+2.6%
Trading Securities Unrealized Holding Gain Loss	$477K+696%	$159K—	$1.98M—	-$57K-115%	-$80K-113%
Share-based compensation expense related to employee stock plans	$1.26M-5.0%	$1.22M+0.6%	$1.3M-7.5%	$1.3M-7.3%	$1.33M-12.4%
Amortization of capitalized software and acquired intangible assets	$782K-25.2%	$802K-24.6%	$1.06M+4.9%	$1.04M+0.5%	$1.05M+0.3%
Asset Acquisition Consideration Transferred Contingent Consideration	$0+100%	——	$0—	$0+100%	-$4.66M-165%
Business Combination - Broadmark Revenues includedin Earnings	——	$1.1M0.0%	$1.1M0.0%	$1.1M0.0%	$1.1M0.0%
Business Combinations - Broadmark net income included in earnings	——	$1.03M0.0%	$1.03M0.0%	$1.03M0.0%	$1.03M0.0%
Capitalized Contract Cost Amortization	——	$100K+33.3%	$100K+33.3%	$100K+33.3%	$100K+33.3%
Cash and Cash Equivalents, Period Increase (Decrease) (Deprecated 2022)	——	$1.85M+570%	$1.85M+570%	$1.85M+570%	$1.85M+570%
Cash, Cash Equivalent, Restricted Cash, and Restricted Cash Equivalent, Period Increase (Decrease), Including Exchange Rate Effect and Discontinued Operation	-$2.84M+69.9%	——	$6.2M—	——	-$9.43M-273%
Dividends declared (in dollars per share)	$0.150.0%	——	——	——	$0.150.0%
Communications And Information Technology	$2.64M-1.2%	$2.63M+7.3%	$2.89M+12.5%	$2.7M+15.1%	$2.67M+16.5%
Comprehensive Income (Loss), Net of Tax, Attributable to Parent	$782K+63.6%	$1.86M-9.5%	$3.7M+3,423%	$1.02M+145%	$478K-79.2%
Federal	——	$525.75K-21.1%	$525.75K-21.1%	$525.75K-21.1%	$525.75K-21.1%
Current State And Local Tax Expense Benefit	——	$176.25K+7.1%	$176.25K+7.1%	$176.25K+7.1%	$176.25K+7.1%
Debt Securities, Trading, and Equity Securities, Unrealized Loss	$135K-61.9%	——	$1K-99.7%	——	$354K+10.6%
Gross Unrealized Gains	$1.29M-30.6%	——	$146K-88.1%	——	$1.86M+52.0%
Federal	——	-$38.75K+88.6%	-$38.75K+88.6%	-$38.75K+88.6%	-$38.75K+88.6%
Deferred taxes	-$40K+82.3%	——	-$200K+75.5%	——	-$226K+73.2%
State	——	-$13.25K+66.7%	-$13.25K+66.7%	-$13.25K+66.7%	-$13.25K+66.7%
Defined contribution plan costs	——	$455.25K+4.8%	$455.25K+4.8%	$455.25K+4.8%	$455.25K+4.8%
Depreciation	$101K-23.5%	$125K-9.4%	$119K-13.8%	$125K-17.8%	$132K-24.1%
Distributed Earnings	——	-$1.39M-12.8%	-$1.39M-12.8%	-$1.39M-12.8%	-$1.39M-12.8%
Accrued dividends	$2.49M+8.2%	——	$149K-6.9%	$131K+1.6%	$2.3M+12.3%
Dividends Cash	——	$0.040.0%	$0.040.0%	$0.040.0%	$0.040.0%
Dividends, Common Stock	$1.41M-0.1%	——	$1.41M+2.5%	$1.35M-3.1%	$1.42M-1.2%
Accrued dividends	——	$675.25K+9.5%	$675.25K+9.5%	$675.25K+9.5%	$675.25K+9.5%
Income taxes at U.S. statutory rate of 21%	——	21%0.0%	——	——	——
Effective Income Tax Rate Reconciliation, Nondeductible Expense, Life Insurance, Percent	——	0%—	——	——	——
Other	——	$0-45.0%	$0-45.0%	$0-45.0%	$0-45.0%
Nontaxable or nondeductible items	——	2.5%-2.1%	——	——	——
Share-based compensation	——	-2.8%-6.7%	——	——	——
State income taxes – net of federal income tax benefit	——	5.2%-3.7%	——	——	——
Effective Income Tax Rate Reconciliation Tax Settlements	——	-2.4%-5.5%	——	——	——
Compensation and employee benefits	——	——	——	——	——
Fair Value Assets And Liabilities Measured On Recurring Basis Gain Loss Included In Earnings	——	$0-100%	$0-100%	$0-100%	$0-100%
Purchases	——	——	——	——	——
Gains (losses) - FVO: changes in fair value	——	$0-100%	$0-100%	$0-100%	$0-100%
Finite-lived intangibles, expected amortization, thereafter	——	$1.65M-14.7%	$1.65M-14.7%	$1.65M-14.7%	$1.65M-14.7%
Gain on sale of leasing equipment, net	——	$0—	$0—	$0—	$0—
Gain (Loss) on Sale of Assets and Asset Impairment Charges	——	$0—	$0—	$0—	$0—
Gain On Sale Of Investments	——	$250K—	$250K—	$250K—	$250K—
Income Loss From Continuing Operations Before Income Taxes Domestic	——	$2.42M+140%	$2.42M+140%	$2.42M+140%	$2.42M+140%
Income Loss From Continuing Operations Before Income Taxes Foreign	——	$250+120%	$250+120%	$250+120%	$250+120%
Income Loss From Continuing Operations Before Interest Expense Interest Income Income Taxes Extraordinary Items Noncontrolling Interests Net	——	$2.42M+141%	$2.42M+141%	$2.42M+141%	$2.42M+141%
Income tax expense from gains (losses)	——	$1.75K-80.0%	$1.75K-80.0%	$1.75K-80.0%	$1.75K-80.0%
Income Tax Paid Federal Before Refund Received	——	$125K-82.1%	$125K-82.1%	$125K-82.1%	$125K-82.1%
Effective Income Tax Rate Reconciliation at Federal Statutory Income Tax Rate, Amount	——	$507K+140%	$507K+140%	$507K+140%	$507K+140%
Nontaxable or Nondeductible items	——	$60.25K+30.3%	$60.25K+30.3%	$60.25K+30.3%	$60.25K+30.3%
Impact of corporate owned life insurance policies	——	$0—	$0—	$0—	$0—
Effective Income Tax Rate Reconciliation, Nondeductible Expense, Other, Amount	——	$25K+25.0%	$25K+25.0%	$25K+25.0%	$25K+25.0%
Share-based compensation	——	-$67K-270%	-$67K-270%	-$67K-270%	-$67K-270%
Effective Income Tax Rate Reconciliation, Other Adjustments, Amount	——	$56.75K+313%	$56.75K+313%	$56.75K+313%	$56.75K+313%
Effective Income Tax Rate Reconciliation, State and Local Income Taxes, Amount	——	$126K+40.4%	$126K+40.4%	$126K+40.4%	$126K+40.4%
Effective Income Tax Rate Reconciliation, Tax Settlement, State and Local, Amount	——	-$58K-289%	-$58K-289%	-$58K-289%	-$58K-289%
Income taxes paid	——	$254.75K-70.3%	$254.75K-70.3%	$254.75K-70.3%	$254.75K-70.3%
Income Taxes Paid, Net	$75K-67.7%	$410K-74.6%	$74K-90.9%	$303K-69.7%	$232K+2,478%
Accounts payable and other current liabilities	-$1.94M-319%	$2.18M+47.6%	$133K+135%	-$675K+56.0%	-$464K-165%
Increase (Decrease) in Accounts Receivable	-$379K-124%	$2.18M—	——	——	$1.61M+105%
Increase Decrease In Accounts Receivable Related Parties	——	$25K0.0%	$25K0.0%	$25K0.0%	$25K0.0%
Income and other taxes	$17K-84.4%	$572K—	$1.09M—	$19K+101%	$109K-95.1%
Increase (Decrease) in Deferred Income Taxes	——	$52K-86.3%	$52K-86.3%	$52K-86.3%	$52K-86.3%
Accrued compensation and employee benefits	-$8.97M-5.5%	$4.82M+82.5%	——	——	-$8.51M-29.1%
Increase (Decrease) in Other Current Assets	$522K-25.0%	——	$571K-11.6%	——	$696K+188%
Other liabilities	-$176K+53.8%	-$199K+44.9%	-$154K+59.2%	-$414K-33.5%	-$381K-7.6%
Increase (Decrease) in Debt Securities, Trading, and Equity Securities, FV-NI	-$6.08M+23.6%	——	——	——	-$7.96M+35.8%
Dilutive potential shares from unvested restricted shares (shares)	543.6K+3.0%	511.2K+45.1%	523.2K+43.5%	408.7K—	527.8K+79.9%
Interest And Dividend Income Securities Trading Or Measured At Fair Value	——	$142.25K-28.2%	$142.25K-28.2%	$142.25K-28.2%	$142.25K-28.2%
Interest income	$232K-28.2%	$294K-34.5%	$276K-37.3%	$259K-45.7%	$323K+20.1%
Investment Income Dividend	——	$119K+224%	$119K+224%	$119K+224%	$119K+224%
Investment expenses	$293K-23.5%	——	$116K+197%	——	$383K-15.8%
Minority Interest Decrease From Distributions To Noncontrolling Interest Holders	——	-$109.5K—	-$109.5K—	-$109.5K—	-$109.5K—
Minority Interest Decrease From Redemptions	——	$128.5K—	$128.5K—	$128.5K—	$128.5K—
Mutual fund incentive award expense	——	$25K-80.0%	$25K-80.0%	$25K-80.0%	$25K-80.0%
Cash Provided by (Used in) Financing Activity, Including Discontinued Operation	-$2.91M+6.4%	-$2.2M+77.5%	-$1.26M+15.8%	-$1.28M+69.1%	-$3.11M-16.8%
Cash Provided by (Used in) Investing Activity, Including Discontinued Operation	$2.64M+286%	-$1.14M+63.1%	-$1.08M-10,660%	-$37K+97.6%	-$1.42M-47,167%
Cash Provided by (Used in) Operating Activity, Including Discontinued Operation	-$2.57M+47.6%	$7.98M-10.4%	$8.54M+1,514%	$7.3M+106%	-$4.9M-160%
Net Income Loss Attributable To Noncontrolling Interest	$0+100%	——	$29K-46.3%	$12K-60.0%	-$1K+99.2%
Net intersegment revenues	$0—	$0—	$0—	$0—	$0—
Non-cash lease expense	$164K-44.6%	——	$157K-44.9%	$398K+43.7%	$296K+10.0%
Noncontrolling Interest in Net Income (Loss) Other Noncontrolling Interests, Nonredeemable	$0+100%	——	$30K-44.4%	$12K-60.0%	-$1K+99.2%
Number of reporting units	——	0.50.0%	0.50.0%	0.50.0%	0.50.0%
Operating lease income	——	$3.96M+351%	$3.96M+351%	$3.96M+351%	$3.96M+351%
Other Comprehensive Income Loss Foreign Currency Transaction And Translation Reclassification Adjustment From AOCI Realized Upon Sale Or Liquidation Tax	——	——	——	——	——
Membership and other income	$0-100%	$291K+32.9%	$292K-21.9%	$257K+14.7%	$277K+49.7%
Other revenue	$339K+268%	$172K+266%	-$14K-103%	$96K-70.2%	$92K-88.5%
Payment for Contingent Consideration Liability, Financing Activities	$0+100%	-$4.46M+47.8%	——	——	-$201K—
Payment for Contingent Consideration Liability, Operating Activities	$0+100%	——	——	——	-$4.44M—
Payments of Dividends	$1.63M+3.2%	$1.25M+1.3%	$1.26M+2.9%	$1.28M+1.7%	$1.58M-8.6%
Payment, Tax Withholding, Share-Based Payment Arrangement	$1.29M-3.5%	——	——	——	$1.34M+42.0%
Payments To Acquire Additional Interest In Subsidiaries	——	-$128.75K—	-$128.75K—	-$128.75K—	-$128.75K—
Payments to Acquire Intangible Assets	$200K-80.0%	-$2.45M+2.2%	$1M—	$0-100%	$1M—
Payments to Acquire Investments	$0-100%	——	——	$37K—	$412K—
Payments to Acquire Productive Assets	——	$782.75K-10.5%	$782.75K-10.5%	$782.75K-10.5%	$782.75K-10.5%
Payments to Acquire Property, Plant, and Equipment	$246K+4,000%	$4K-94.7%	$76K+660%	$0-100%	$6K+100%
Payments to Noncontrolling Interests	——	$109.5K—	$109.5K—	$109.5K—	$109.5K—
Proceeds From Sale Of Trading Securities Heldforinvestment	$2.79M—	——	——	——	$0—
Profit-sharing contributions, net	——	$124K—	$124K—	$124K—	$124K—
Gross realized gains (losses)	——	——	——	——	——
Restricted stock units vested, net of shares withheld for taxes	$1.29M-3.5%	——	——	——	$1.34M+42.0%
Revenue From Contract With Customer Excluding Assessed Tax	$24.97M+7.4%	$27.1M+5.9%	$24.29M+2.4%	$23.12M+1.9%	$23.25M+2.3%
Net fee revenues from external sources	$24.63M+6.3%	$26.93M+5.5%	$24.3M+4.7%	$23.02M+2.9%	$23.16M+5.6%
Right Of Use Asset Obtained In Exchange For Operating Lease Liability	$0-100%	——	——	$8.1M—	$36K—
Stock-based compensation	$1.26M-5.0%	$1.22M+0.6%	$1.3M-7.5%	$1.3M-7.3%	$1.33M-12.4%
Number of additional shares authorized under the plan (in shares)	——	200K-60.0%	——	——	——
Share Based Compensation Arrangement By Share Based Payment Award Equity Instruments Other Than Options Share Based Liabilities Paid	——	——	——	——	——
State and local taxes paid - Massachusetts	——	$15.75K—	$15.75K—	$15.75K—	$15.75K—
State and local taxes paid - New York	——	$33K-38.3%	$33K-38.3%	$33K-38.3%	$33K-38.3%
State and local taxes paid - Other	——	$26.25K-75.5%	$26.25K-75.5%	$26.25K-75.5%	$26.25K-75.5%
State and local taxes paid - Pennsylvania	——	$25K—	$25K—	$25K—	$25K—
State and local taxes paid - Texas	——	$29.75K—	$29.75K—	$29.75K—	$29.75K—
Stock Issued During Period Shares Share Based Compensation Forfeited	56.6K0.0%	——	——	——	56.6K0.0%
Issuance of vested restricted stock units	$0—	——	——	$0—	$0—
Stock Issued During Period Value Restricted Stock Award Forfeitures	$1.3M0.0%	——	——	——	$1.3M0.0%
Trading Securities Realized Gain	——	$27.5K-36.0%	$27.5K-36.0%	$27.5K-36.0%	$27.5K-36.0%
Trading Securities Realized Gain Loss	——	$8K-81.0%	$8K-81.0%	$8K-81.0%	$8K-81.0%
Trading Securities Realized Loss	——	$19.5K+1,850%	$19.5K+1,850%	$19.5K+1,850%	$19.5K+1,850%
Unobservable input - growth discount rate - maximum	——	00.0%	00.0%	00.0%	00.0%
Unobservable input - growth discount rate - minimum	——	00.0%	00.0%	00.0%	00.0%
Unobservable input - growth discount rate - weighted average	——	0.1+0.7%	——	——	——
Unobservable input - growth volatility - maximum	——	00.0%	00.0%	00.0%	00.0%
Unobservable input - growth volatility - minimum	——	00.0%	00.0%	00.0%	00.0%
Unobservable input - growth volatility - weighted average	——	0.10.0%	——	——	——
Unrealized Gain Loss On Investments	-$15K—	——	$1.93M—	——	$0—
Westwood funds expense	——	$1.06M+30.9%	$1.06M+30.9%	$1.06M+30.9%	$1.06M+30.9%
EBIT	-$1.5M-2,100%	$2.16M-15.5%	$2.01M+507%	$868K+121%	-$68K-102%
EBITDA	-$613K-155%	$3.09M-17.8%	$3.19M+387%	$2.03M+168%	$1.11M-73.3%
EBITDA	-$613K-155%	$3.09M-17.8%	$3.19M+387%	$2.03M+168%	$1.11M-73.3%
EBITDA margin	-2.5%-7.2pp	11.4%-7.0pp	13.1%+8.9pp	8.8%+28.0pp	4.8%-19.4pp
EBIT	-$1.5M-2,100%	$2.16M-15.5%	$2.01M+507%	$868K+121%	-$68K-102%

Chart any of these lines over time, or line them up against competitors.

Compare these in charts →

Ask your AI about Westwood Holdings Group.

Connect your AI assistant and get a quick read on the numbers, right in your chat.

Connect your AI

Claude

Questions, answered.

What is Westwood Holdings Group's revenue?: Westwood Holdings Group (WHG) generated $99.5M in revenue over the trailing twelve months, up 33.1% year over year.
Is Westwood Holdings Group profitable?: Westwood Holdings Group reported $7.4M in net income over the trailing twelve months, a 7.5% net margin.
What is Westwood Holdings Group's earnings per share?: Westwood Holdings Group's diluted EPS over the trailing twelve months is $0.82.
Where does Westwood Holdings Group's income statement data come from?: Every line is extracted from Westwood Holdings Group's SEC filings (10-K and 10-Q) and tagged in XBRL. Switch between quarterly, annual, and trailing-twelve-month views, or open any line for its full history and peer comparisons.