Skip to content

Westwood Holdings Group WHG Mutual fund incentive award expense

Mutual fund incentive award expense at other companies

Kayne Anderson BDC logo
Kayne Anderson BDCKBDC
$3.11M-30.7%
Golub Capital logo
Golub CapitalGBDC
$15.54M-14.8%
Blackstone logo
BlackstoneBX
$54.37M-4.7%
MidCap Financial Investment Corporation logo
MidCap Financial Investment CorporationMFIC
$0-100%
Bain Capital Specialty Finance logo
Bain Capital Specialty FinanceBCSF
$5.62M+153%
Blue Owl Capital logo
Blue Owl CapitalOBDC
$32.41M-21.0%

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:MutualFundIncentiveAwardExpense.

The official record: Westwood Holdings Group’s 10-K, filed March 4, 2026, on SEC EDGAR. View the filing →

Ask your AI about Westwood Holdings Group's mutual fund incentive award expense.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Westwood Holdings Group's mutual fund incentive award expense?
Westwood Holdings Group (WHG) reported mutual fund incentive award expense of $25K in Q4 2025.
How has Westwood Holdings Group's mutual fund incentive award expense changed year-over-year?
Westwood Holdings Group's mutual fund incentive award expense decreased by 80.0% year-over-year, from $125K to $25K.
What is the long-term trend for Westwood Holdings Group's mutual fund incentive award expense?
Over 4 years (2021 to 2025), Westwood Holdings Group's mutual fund incentive award expense has grown at a -29.3% compound annual growth rate (CAGR), from $400K to $100K.
What does mutual fund incentive award expense mean?
Costs associated with performance-based incentive awards granted to investment managers or staff specifically tied to the performance of mutual funds. This reflects the variable compensation structure designed to align employee interests with fund performance outcomes.