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Westwood Holdings Group WHG Westwood funds expense

Westwood funds expense at other companies

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$150M-4.5%
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$11.62M-2.7%

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 whg:WestwoodFundsExpense.

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

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Questions, answered.

What is Westwood Holdings Group's westwood funds expense?
Westwood Holdings Group (WHG) reported westwood funds expense of $1.06M in Q4 2025.
How has Westwood Holdings Group's westwood funds expense changed year-over-year?
Westwood Holdings Group's westwood funds expense increased by 30.9% year-over-year, from $813.5K to $1.06M.
What is the long-term trend for Westwood Holdings Group's westwood funds expense?
Over 2 years (2023 to 2025), Westwood Holdings Group's westwood funds expense has grown at a 16.6% compound annual growth rate (CAGR), from $3.13M to $4.26M.
What does westwood funds expense mean?
Reflects the costs incurred by the firm specifically related to the management, administration, or support of proprietary investment funds. These expenses are essential for maintaining the operational viability of the company's internal investment products.