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Westwood Holdings Group WHG Increase (Decrease) in Debt Securities, Trading, and Equity Securities, FV-NI

Increase (Decrease) in Debt Securities, Trading, and Equity Securities, FV-NI at other companies

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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 debt securities, trading, and equity securities, FV-NI?
Westwood Holdings Group (WHG) reported increase (decrease) in debt securities, trading, and equity securities, FV-NI of -$6.08M in Q1 2026.
How has Westwood Holdings Group's increase (decrease) in debt securities, trading, and equity securities, FV-NI changed year-over-year?
Westwood Holdings Group's increase (decrease) in debt securities, trading, and equity securities, FV-NI increased by 23.6% year-over-year, from -$7.96M to -$6.08M.
What does increase (decrease) in debt securities, trading, and equity securities, FV-NI mean?
Measures the net change in the value or volume of securities held for active trading purposes, recorded at fair value through net income. This reflects the company's exposure to market volatility and its strategy regarding short-term investment of excess capital.