Westwood Holdings Group WHG Business Segments
| FY'25 | FY'24 | FY'23 | FY'22 | ||
|---|---|---|---|---|---|
| Revenue by Business | |||||
| Advisory | $84.14M+6.8% | $78.78M+4.4% | $75.46M+53.8% | $49.08M-4.4% | |
| Trust | $21.97M-0.5% | $22.09M+5.8% | $20.87M-5.2% | $22.02M-10.1% | |
| Net intersegment revenues by Business | |||||
| Advisory | $8.2M+37.5% | $5.96M-5.0% | $6.27M+201% | $2.08M-13.9% | |
| Other reporting segment | -$8.35M-35.8% | -$6.15M+6.2% | -$6.55M— | —— | |
| Trust | $150K-19.4% | $186K-33.3% | $279K-17.0% | $336K-5.6% | |
| Other revenue by Business | |||||
| Advisory | $346K-79.3% | $1.67M+213% | $534K— | —— | |
| Other reporting segment | $0— | $0— | $0— | —— | |
| Trust | $0— | $0— | $0— | $0— | |
| Net Income (Loss) Attributable to Parent by Business | |||||
| Advisory | $19.89M+92.1% | $10.35M-29.3% | $14.64M+32.3% | $11.06M-34.1% | |
| Trust | $2.91M+135% | $1.24M-30.3% | $1.78M+76.7% | $1.01M-82.2% | |
| Net fee revenues from external sources by Business | |||||
| Advisory | $75.6M+6.3% | $71.15M+3.6% | $68.66M+43.9% | $47.7M-3.2% | |
| Trust | $21.82M-0.4% | $21.9M+6.4% | $20.59M-5.0% | $21.69M-10.1% | |
| Total Assets by Business | |||||
| Advisory | $1.28B+8.1% | $1.19B+8.9% | $1.09B+13.8% | $957.13M+11.7% | |
| Trust | $181.79M-2.4% | $186.35M-2.2% | $190.57M-10.2% | $212.26M-6.0% | |
| Interest Income, Interest-Earning Asset by Business | |||||
| Advisory | $657K-42.6% | $1.15M+121% | $518K+72.1% | $301K— | |
| Other reporting segment | $0— | $0— | $0— | —— | |
| Trust | $495K+1.0% | $490K+43.3% | $342K+203% | $113K— | |
| Goodwill by Business | |||||
| Advisory | $92.4M0.0% | $92.4M-0.5% | $92.83M+380% | $19.33M— | |
| Trust | $65.6M0.0% | $65.6M0.0% | $65.6M0.0% | $65.6M0.0% | |
| Equity Method Investments by Business | |||||
| Advisory | $16.97M-3.3% | $17.56M+3.6% | $16.95M— | —— | |
| Trust | $0— | $0— | $0— | —— | |
| Payments to Acquire Property, Plant, and Equipment by Business | |||||
| Advisory | $5K-66.7% | $15K-88.9% | $135K-1.5% | $137K+108% | |
| Trust | $17K-77.3% | $75K-27.2% | $103K+22.6% | $84K+37.7% | |
| Revenue from Contract with Customer, Excluding Assessed Tax by Product | |||||
| Investment Advisory Services | $74.72M+7.1% | $69.76M+3.5% | $67.39M+44.4% | $46.69M-1.3% | |
| Mutual Fund Advisory | $28.7M-1.0% | $28.98M-2.6% | $29.75M+46.9% | $20.25M+15.6% | |
| Other Revenue Misc Services | $346K-79.3% | $1.67M+213% | $534K— | —— | |
| Private Wealth Advisory | $4.72M+114% | $2.2M+87.8% | $1.17M+45.4% | $806K+17.5% | |
| Trust Fees | $21.56M+0.6% | $21.42M+5.8% | $20.24M-6.7% | $21.69M-10.1% | |
| Revenue from Contract with Customer, Including Assessed Tax by Product | |||||
| Asset Management | $74.72M+7.1% | $69.76M+3.5% | $67.39M+44.4% | $46.69M+1.7% | |
| Fiduciary and Trust | $21.56M+0.6% | $21.42M+5.8% | $20.24M-6.7% | $21.69M-9.8% | |
| Revenue from Contract with Customer, Excluding Assessed Tax by Geography | |||||
| Canada | $791K-22.2% | $1.02M-8.0% | $1.11M-5.6% | $1.17M+0.7% | |
| United States | $96.97M+3.5% | $93.7M+5.7% | $88.68M+31.4% | $67.51M-4.9% |
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.
