Westwood Holdings Group WHG Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Advisory | $21.72M-12.3% | $24.78M+21.2% | $20.44M+4.7% | $19.52M+0.6% | $19.4M-7.7% | |
| Trust | $5.39M-9.3% | $5.94M+8.9% | $5.45M+6.8% | $5.11M-6.6% | $5.47M-11.1% | |
| Revenue from Contract with Customer, Excluding Assessed Tax by Product | ||||||
| Investment Advisory Services | $19.31M-4.2% | $20.15M+6.7% | $18.89M+5.2% | $17.96M+1.3% | $17.73M-1.6% | |
| Mutual Fund Advisory | $7.38M-7.7% | $7.99M+12.0% | $7.13M+5.8% | $6.74M-1.3% | $6.83M-18.3% | |
| Other Revenue Misc Services | $339K+97.1% | $172K+1,329% | -$14K-115% | $96K+4.3% | $92K+95.7% | |
| Private Wealth Advisory | $1.31M-51.2% | $2.68M+232% | $807K+37.9% | $585K-9.3% | $645K+11.2% | |
| Trust Fees | $5.32M-5.8% | $5.65M+4.2% | $5.42M+6.8% | $5.07M-6.6% | $5.43M-3.7% | |
| Revenue from Contract with Customer, Excluding Assessed Tax by Geography | ||||||
| Canada | $150K-9.1% | $165K-0.6% | $166K-25.2% | $222K-6.7% | $238K-6.3% | |
| United States | $24.82M-7.9% | $26.94M+11.7% | $24.12M+5.3% | $22.9M-0.5% | $23.01M-9.1% |
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.
