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Westwood Holdings Group WHG Investments under fair value measurement alternative

Investments under fair value measurement alternative at other companies

Lazard logo
LazardLAZ
$71.43M-19.9%
Axis Capital Holders logo
Axis Capital HoldersAXS
$1.04B+11.1%
Selective Insurance Group logo
Selective Insurance GroupSIGI
$431.42M+4.9%
Blue Owl Capital logo
Blue Owl CapitalOWL
$70.95M-3.2%
Corebridge Financial logo
Corebridge FinancialCRBG
$8.2B+2.9%
Hamilton Insurance Group, Ltd. logo
Hamilton Insurance Group, Ltd.HG
$1.69B+25.6%

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 whg:InvestmentsUnderFairValueMeasurementAlternative.

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 investments under fair value measurement alternative?
Westwood Holdings Group (WHG) reported investments under fair value measurement alternative of $13.11M in Q1 2026.
How has Westwood Holdings Group's investments under fair value measurement alternative changed year-over-year?
Westwood Holdings Group's investments under fair value measurement alternative increased by 11.6% year-over-year, from $11.75M to $13.11M.
What is the long-term trend for Westwood Holdings Group's investments under fair value measurement alternative?
Over 2 years (2023 to 2025), Westwood Holdings Group's investments under fair value measurement alternative has grown at a 47.2% compound annual growth rate (CAGR), from $7.25M to $15.7M.
What does investments under fair value measurement alternative mean?
This represents the carrying value of investment assets that are measured at fair value using non-standardized or alternative valuation techniques, such as Level 3 inputs. These assets typically lack active market pricing and require significant management estimation or unobservable inputs to determine their valuation. Monitoring this balance provides insight into the firm's exposure to illiquid or complex financial instruments that may carry higher valuation risk.