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% | |
| 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, 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.
