How has Westwood Holdings Group's trading account securities changed year-over-year?

Westwood Holdings Group's trading account securities decreased by 39.0% year-over-year, from $17.61M to $10.75M.

What is the long-term trend for Westwood Holdings Group's trading account securities?

Over 5 years (2020 to 2025), Westwood Holdings Group's trading account securities has grown at a -23.8% compound annual growth rate (CAGR), from $69.54M to $17.89M.

Westwood Holdings Group WHG Trading account securities

Trading account securities at other companies

BlackrockBLK

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Other financials

Income statement

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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

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Cash & equivalents$23.4M+149%

Total debt$10.0M+251%

Total equity$125.0M+2.9%

Total assets$150.4M+11.4%

Cash flow

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Operating cash flow-$2.6M+47.6%

CapEx$246.0K+4,000%

Free cash flow-$2.8M+42.7%

Valuation

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Market cap$181.79M+26.3%

Enterprise value$168.39M+21.4%

P/E24.5×—

P/S1.8×+0.1×

Profitability

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Operating margin3.6%+2.5pp

Net margin7.5%+5.2pp

FCF margin18%+11.8pp

Returns & leverage

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Return on equity6%+4.4pp

Debt / equity0.1×+0.1×

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:TradingSecuritiesDebt.

The official record: Westwood Holdings Group’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Westwood Holdings Group's trading account securities?: Westwood Holdings Group (WHG) reported trading account securities of $10.75M in Q1 2026.
How has Westwood Holdings Group's trading account securities changed year-over-year?: Westwood Holdings Group's trading account securities decreased by 39.0% year-over-year, from $17.61M to $10.75M.
What is the long-term trend for Westwood Holdings Group's trading account securities?: Over 5 years (2020 to 2025), Westwood Holdings Group's trading account securities has grown at a -23.8% compound annual growth rate (CAGR), from $69.54M to $17.89M.