Westwood Holdings Group WHG Business Segments
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Advisory | $86.46M+2.8% | $84.14M+4.7% | $80.38M+1.0% | $79.59M+0.8% | $78.98M+0.3% | |
| Trust | $21.89M-0.4% | $21.97M-1.0% | $22.18M-0.1% | $22.21M-0.8% | $22.39M+1.3% | |
| Net intersegment revenues by Business | ||||||
| Advisory | $8.73M+6.6% | $8.2M+32.9% | $6.17M+3.1% | $5.98M+0.4% | $5.96M0.0% | |
| Trust | $147K-2.0% | $150K-1.3% | $152K+0.7% | $151K-9.6% | $167K-10.2% | |
| Other revenue by Business | ||||||
| Advisory | $556K+60.7% | $346K+55.2% | $223K-69.6% | $733K-23.6% | $959K-42.5% | |
| Trust | $37K— | $0+100% | -$2K— | $0— | $0— | |
| Net Income (Loss) Attributable to Parent by Business | ||||||
| Advisory | $20.17M+1.5% | $19.89M+0.2% | $19.84M+7.6% | $18.43M+71.7% | $10.74M+3.7% | |
| Trust | $2.08M-28.5% | $2.91M-8.3% | $3.17M+12.0% | $2.83M+80.1% | $1.57M+27.0% | |
| Net fee revenues from external sources by Business | ||||||
| Advisory | $77.17M+2.1% | $75.6M+2.2% | $73.99M+1.5% | $72.88M+1.1% | $72.06M+1.3% | |
| Trust | $21.71M-0.5% | $21.82M-1.0% | $22.03M-0.1% | $22.06M-0.7% | $22.22M+1.4% | |
| Total Assets by Business | ||||||
| Advisory | $1.3B+1.7% | $1.28B+1.8% | $1.26B+1.8% | $1.24B+2.3% | $1.21B+1.9% | |
| Trust | $182.06M+0.2% | $181.79M-0.5% | $182.67M-0.3% | $183.3M-0.7% | $184.65M-0.9% | |
| Interest Income, Interest-Earning Asset by Business | ||||||
| Advisory | $633K-3.7% | $657K-16.8% | $790K-16.2% | $943K-16.3% | $1.13M-1.6% | |
| Trust | $428K-13.5% | $495K-4.3% | $517K-2.1% | $528K-6.0% | $562K+14.7% | |
| Goodwill by Business | ||||||
| Advisory | $92.4M0.0% | $92.4M0.0% | $92.4M0.0% | $92.4M0.0% | $92.4M0.0% | |
| Trust | $65.6M0.0% | $65.6M0.0% | $65.6M0.0% | $65.6M0.0% | $65.6M0.0% | |
| Equity Method Investments by Business | ||||||
| Advisory | $17.02M+0.3% | $16.97M+0.3% | $16.92M+0.3% | $16.87M-2.2% | $17.25M-1.8% | |
| Trust | $0— | $0— | $0— | $0— | $0— | |
| Payments to Acquire Property, Plant, and Equipment by Business | ||||||
| Advisory | $9K+80.0% | $5K-58.3% | $12K-14.3% | $14K0.0% | $14K-6.7% | |
| Trust | $36K+112% | $17K-81.3% | $91K+23.0% | $74K-1.3% | $75K0.0% | |
| Revenue from Contract with Customer, Excluding Assessed Tax by Product | ||||||
| Investment Advisory Services | $76.3M+2.1% | $74.72M+2.9% | $72.6M+1.6% | $71.49M+1.2% | $70.67M+1.3% | |
| Mutual Fund Advisory | $29.25M+1.9% | $28.7M-1.3% | $29.07M+1.0% | $28.79M-0.4% | $28.9M-0.3% | |
| Other Revenue Misc Services | $593K+71.4% | $346K+56.6% | $221K-69.8% | $733K-23.6% | $959K-42.5% | |
| Private Wealth Advisory | $5.38M+14.1% | $4.72M+80.4% | $2.62M+7.7% | $2.43M+0.8% | $2.41M+9.5% | |
| Trust Fees | $21.45M-0.5% | $21.56M+0.1% | $21.55M-0.1% | $21.58M-0.7% | $21.74M+1.5% | |
| Revenue from Contract with Customer, Including Assessed Tax by Product | ||||||
| Asset Management | $76.3M+2.1% | $74.72M+2.9% | $72.6M+1.6% | $71.49M+1.2% | $70.67M+1.3% | |
| Fiduciary and Trust | $21.45M-0.5% | $21.56M+0.1% | $21.55M-0.1% | $21.58M-0.7% | $21.74M+1.5% | |
| Revenue from Contract with Customer, Excluding Assessed Tax by Geography | ||||||
| Canada | $703K-11.1% | $791K-10.1% | $880K-8.3% | $960K-3.8% | $998K-1.9% | |
| United States | $98.77M+1.9% | $96.97M+1.7% | $95.36M+0.7% | $94.71M+0.5% | $94.24M+0.6% |
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.
