Screener
Westwood Holdings Group WHG Business Segments
| Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | ||
|---|---|---|---|---|---|---|
| Net intersegment revenues by Business | ||||||
| Advisory | $2.23M+52.1% | $2.11M+34.1% | $3.58M+130% | $1.57M+13.5% | $1.47M+1.5% | |
| Trust | $36K-7.7% | $36K-7.7% | $35K-5.4% | $37K+2.8% | $39K-29.1% | |
| Revenue from Contract with Customer, Excluding Assessed Tax by Product | ||||||
| Investment Advisory Services | $19.37M+7.9% | $19.31M+8.9% | $20.15M+11.8% | $18.89M+6.3% | $17.96M+4.8% | |
| Mutual Fund Advisory | $7.59M+12.5% | $7.38M+8.0% | $7.99M-4.4% | $7.13M+4.1% | $6.74M-1.6% | |
| Other Revenue Misc Services | $599K+524% | $339K+268% | $172K+266% | -$14K-103% | $96K-70.2% | |
| Private Wealth Advisory | $1.32M+125% | $1.31M+103% | $2.68M+363% | $807K+30.0% | $585K+3.5% | |
| Trust Fees | $5.37M+6.0% | $5.32M-2.0% | $5.65M+0.2% | $5.42M-0.6% | $5.07M-3.0% | |
| Revenue from Contract with Customer, Excluding Assessed Tax by Geography | ||||||
| Canada | $153K-31.1% | $150K-37.0% | $165K-35.0% | $166K-32.5% | $222K-14.6% | |
| United States | $25.19M+10.0% | $24.82M+7.8% | $26.94M+6.3% | $24.12M+2.8% | $22.9M+2.1% |
FAQ
- How does Westwood Holdings Group break its business down?
- Westwood Holdings Group (WHG) reports net intersegment revenues by business across 3 parts — Advisory, Other reporting segment 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.
