What is Westwood Holdings Group's westwood funds?

Westwood Holdings Group (WHG) reported westwood funds of $864K in Q1 2026.

How has Westwood Holdings Group's westwood funds changed year-over-year?

Westwood Holdings Group's westwood funds decreased by 3.7% year-over-year, from $897K to $864K.

What is the long-term trend for Westwood Holdings Group's westwood funds?

Over 3 years (2021 to 2024), Westwood Holdings Group's westwood funds has grown at a 7.0% compound annual growth rate (CAGR), from $2.66M to $3.25M.

Westwood Holdings Group WHG Westwood funds

Other financials

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

See full

Market cap$181.79M+21.1%

Enterprise value$168.39M+16.0%

P/E24.5×—

P/S1.8×0.0×

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×

Current ratio4.2×+0.2×

Where this comes from

Reported directly by Westwood Holdings Group in its filing.

Tagged under the XBRL concept whg:MutualFundAdministrationAndDistribution.

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

Ask your AI about Westwood Holdings Group's westwood funds.

Connect your AI assistant and see it in context, right in your chat.

Connect your AI

Claude

Questions, answered.

What is Westwood Holdings Group's westwood funds?: Westwood Holdings Group (WHG) reported westwood funds of $864K in Q1 2026.
How has Westwood Holdings Group's westwood funds changed year-over-year?: Westwood Holdings Group's westwood funds decreased by 3.7% year-over-year, from $897K to $864K.
What is the long-term trend for Westwood Holdings Group's westwood funds?: Over 3 years (2021 to 2024), Westwood Holdings Group's westwood funds has grown at a 7.0% compound annual growth rate (CAGR), from $2.66M to $3.25M.