Westwood Holdings Group WHG Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Advisory | $21.72M+12.0% | $24.78M+17.9% | $20.44M+4.0% | $19.52M+3.2% | $19.4M+1.1% | |
| Trust | $5.39M-1.4% | $5.94M-3.4% | $5.45M-0.6% | $5.11M-3.3% | $5.47M+5.7% | |
| Revenue from Contract with Customer, Excluding Assessed Tax by Product | ||||||
| Investment Advisory Services | $19.31M+8.9% | $20.15M+11.8% | $18.89M+6.3% | $17.96M+4.8% | $17.73M+5.4% | |
| Mutual Fund Advisory | $7.38M+8.0% | $7.99M-4.4% | $7.13M+4.1% | $6.74M-1.6% | $6.83M-1.1% | |
| Other Revenue Misc Services | $339K+268% | $172K+266% | -$14K-103% | $96K-70.2% | $92K-88.5% | |
| Private Wealth Advisory | $1.31M+103% | $2.68M+363% | $807K+30.0% | $585K+3.5% | $645K+48.3% | |
| Trust Fees | $5.32M-2.0% | $5.65M+0.2% | $5.42M-0.6% | $5.07M-3.0% | $5.43M+6.2% | |
| Revenue from Contract with Customer, Excluding Assessed Tax by Geography | ||||||
| Canada | $150K-37.0% | $165K-35.0% | $166K-32.5% | $222K-14.6% | $238K-7.4% | |
| United States | $24.82M+7.8% | $26.94M+6.3% | $24.12M+2.8% | $22.9M+2.1% | $23.01M+2.4% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Westwood Holdings Group break its business down?
- Westwood Holdings Group (WHG) reports revenue by business across 2 parts — Advisory and Trust. Each is extracted from the segment footnotes and tracked over time.
- Where does Westwood Holdings Group's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Westwood Holdings Group's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
