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% | |
| Net intersegment revenues by Business | ||||||
| Advisory | $2.11M-41.0% | $3.58M+129% | $1.57M+6.7% | $1.47M-6.8% | $1.58M+1.3% | |
| Trust | $36K+2.9% | $35K-5.4% | $37K-5.1% | $39K0.0% | $39K+5.4% | |
| Other revenue by Business | ||||||
| Advisory | $302K+75.6% | $172K+1,329% | -$14K-115% | $96K+4.3% | $92K+87.8% | |
| Trust | $37K— | $0— | $0— | $0— | $0+100% | |
| Net Income (Loss) Attributable to Parent by Business | ||||||
| Advisory | $3.82M-37.3% | $6.1M-2.1% | $6.23M+54.9% | $4.02M+13.9% | $3.53M-41.7% | |
| Trust | -$127K-117% | $735K-17.7% | $893K+55.0% | $576K-17.9% | $702K-29.7% | |
| Net fee revenues from external sources by Business | ||||||
| Advisory | $19.31M-8.2% | $21.02M+11.3% | $18.89M+5.2% | $17.96M+1.3% | $17.73M-8.7% | |
| Trust | $5.32M-10.0% | $5.91M+9.0% | $5.42M+6.8% | $5.07M-6.6% | $5.43M-11.2% | |
| Total Assets by Business | ||||||
| Advisory | $330.63M-0.6% | $332.5M+2.4% | $324.68M+3.0% | $315.1M+1.9% | $309.36M0.0% | |
| Trust | $45.12M-1.0% | $45.56M-1.3% | $46.18M+2.2% | $45.2M+0.8% | $44.85M-3.4% | |
| Interest Income, Interest-Earning Asset by Business | ||||||
| Advisory | $168K-13.8% | $195K+31.8% | $148K+21.3% | $122K-36.5% | $192K-41.5% | |
| Trust | $64K-35.4% | $99K-22.7% | $128K-6.6% | $137K+4.6% | $131K+8.3% | |
| Goodwill by Business | ||||||
| Advisory | $23.1M0.0% | $23.1M0.0% | $23.1M0.0% | $23.1M0.0% | $23.1M0.0% | |
| Trust | $16.4M0.0% | $16.4M0.0% | $16.4M0.0% | $16.4M0.0% | $16.4M0.0% | |
| Equity Method Investments by Business | ||||||
| Advisory | $4.25M-1.1% | $4.3M+0.9% | $4.26M+1.6% | $4.2M-0.3% | $4.21M-1.0% | |
| Trust | $0— | $0— | $0— | $0— | $0— | |
| Payments to Acquire Property, Plant, and Equipment by Business | ||||||
| Advisory | $4K— | $0-100% | $5K— | $0— | $0-100% | |
| Trust | $19K+1,800% | $1K-93.8% | $16K— | $0— | $0-100% | |
| 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, Including Assessed Tax by Product | ||||||
| Asset Management | $19.31M-4.2% | $20.15M+6.7% | $18.89M+5.2% | $17.96M+1.3% | $17.73M-1.6% | |
| Fiduciary and Trust | $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.
