Westwood Holdings Group WHG Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Advisory | $21.72M+12.0% | $24.78M+17.9% | $20.44M+4.0% | $19.52M+3.2% | $19.4M+1.1% | |
| Trust | $5.39M-1.4% | $5.94M-3.4% | $5.45M-0.6% | $5.11M-3.3% | $5.47M+5.7% | |
| Net intersegment revenues by Business | ||||||
| Advisory | $2.11M+34.1% | $3.58M+130% | $1.57M+13.5% | $1.47M+1.5% | $1.58M+0.1% | |
| Trust | $36K-7.7% | $35K-5.4% | $37K+2.8% | $39K-29.1% | $39K-32.8% | |
| Other revenue by Business | ||||||
| Advisory | $302K+228% | $172K+251% | -$14K-103% | $96K-70.2% | $92K-88.5% | |
| Trust | $37K— | $0+100% | $0-100% | $0— | $0— | |
| Net Income (Loss) Attributable to Parent by Business | ||||||
| Advisory | $3.82M+8.2% | $6.1M+0.7% | $6.23M+29.2% | $4.02M+209% | $3.53M+12.2% | |
| Trust | -$127K-118% | $735K-26.4% | $893K+61.5% | $576K+184% | $702K+90.8% | |
| Net fee revenues from external sources by Business | ||||||
| Advisory | $19.31M+8.9% | $21.02M+8.3% | $18.89M+6.3% | $17.96M+4.8% | $17.73M+5.4% | |
| Trust | $5.32M-2.0% | $5.91M-3.4% | $5.42M-0.6% | $5.07M-3.0% | $5.43M+6.2% | |
| Total Assets by Business | ||||||
| Advisory | $330.63M+6.9% | $332.5M+7.5% | $324.68M+7.5% | $315.1M+9.8% | $309.36M+7.8% | |
| Trust | $45.12M+0.6% | $45.56M-1.9% | $46.18M-1.4% | $45.2M-2.9% | $44.85M-3.7% | |
| Interest Income, Interest-Earning Asset by Business | ||||||
| Advisory | $168K-12.5% | $195K-40.5% | $148K-50.8% | $122K-60.1% | $192K-8.6% | |
| Trust | $64K-51.1% | $99K-18.2% | $128K-7.9% | $137K-19.9% | $131K+122% | |
| 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+1.2% | $4.26M+1.2% | $4.2M-8.3% | $4.21M-6.9% | |
| Trust | $0— | $0— | $0— | $0— | $0— | |
| Payments to Acquire Property, Plant, and Equipment by Business | ||||||
| Advisory | $4K— | $0-100% | $5K-28.6% | $0— | $0-100% | |
| Trust | $19K— | $1K-98.7% | $16K+1,700% | $0-100% | $0— | |
| Revenue from Contract with Customer, Excluding Assessed Tax by Product | ||||||
| Investment Advisory Services | $19.31M+8.9% | $20.15M+11.8% | $18.89M+6.3% | $17.96M+4.8% | $17.73M+5.4% | |
| Mutual Fund Advisory | $7.38M+8.0% | $7.99M-4.4% | $7.13M+4.1% | $6.74M-1.6% | $6.83M-1.1% | |
| Other Revenue Misc Services | $339K+268% | $172K+266% | -$14K-103% | $96K-70.2% | $92K-88.5% | |
| Private Wealth Advisory | $1.31M+103% | $2.68M+363% | $807K+30.0% | $585K+3.5% | $645K+48.3% | |
| Trust Fees | $5.32M-2.0% | $5.65M+0.2% | $5.42M-0.6% | $5.07M-3.0% | $5.43M+6.2% | |
| Revenue from Contract with Customer, Including Assessed Tax by Product | ||||||
| Asset Management | $19.31M+8.9% | $20.15M+11.8% | $18.89M+6.3% | $17.96M+4.8% | $17.73M+5.4% | |
| Fiduciary and Trust | $5.32M-2.0% | $5.65M+0.2% | $5.42M-0.6% | $5.07M-3.0% | $5.43M+6.2% | |
| Revenue from Contract with Customer, Excluding Assessed Tax by Geography | ||||||
| Canada | $150K-37.0% | $165K-35.0% | $166K-32.5% | $222K-14.6% | $238K-7.4% | |
| United States | $24.82M+7.8% | $26.94M+6.3% | $24.12M+2.8% | $22.9M+2.1% | $23.01M+2.4% |
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.
