What does increase decrease in trading securities mean?

Tracks the net change in the cash position resulting from the purchase or sale of securities held for short-term trading purposes. It reflects the firm's active management of its liquid investment portfolio.

Westwood Holdings Group WHG Increase Decrease In Trading Securities

Increase Decrease In Trading Securities at other companies

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Stifel FinancialSF

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BEN

Franklin ResourcesBEN

——

LPL Financial HoldingsLPLA

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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+21.1%

Enterprise value$168.39M+16.0%

P/E24.5×—

P/S1.8×0.0×

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:IncreaseDecreaseInTradingSecurities.

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 increase decrease in trading securities?: Westwood Holdings Group (WHG) reported increase decrease in trading securities of -$6.08M in Q1 2026.
How has Westwood Holdings Group's increase decrease in trading securities changed year-over-year?: Westwood Holdings Group's increase decrease in trading securities increased by 23.6% year-over-year, from -$7.96M to -$6.08M.
What does increase decrease in trading securities mean?: Tracks the net change in the cash position resulting from the purchase or sale of securities held for short-term trading purposes. It reflects the firm's active management of its liquid investment portfolio.