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+9.5% | $84.14M+6.8% | $80.38M+4.4% | $79.59M+5.1% | $78.98M+4.9% | |
| Trust | $21.89M-2.2% | $21.97M-0.5% | $22.18M+3.3% | $22.21M+5.2% | $22.39M+6.9% | |
| Net intersegment revenues by Business | ||||||
| Advisory | $8.73M+46.5% | $8.2M+37.5% | $6.17M+5.3% | $5.98M-1.0% | $5.96M-3.6% | |
| Trust | $147K-12.0% | $150K-19.4% | $152K-26.9% | $151K-36.6% | $167K-35.8% | |
| Other revenue by Business | ||||||
| Advisory | $556K-42.0% | $346K-79.3% | $223K-88.9% | $733K-48.7% | $959K-21.9% | |
| Trust | $37K— | $0— | -$2K-200% | $0— | $0— | |
| Net Income (Loss) Attributable to Parent by Business | ||||||
| Advisory | $20.17M+87.9% | $19.89M+92.1% | $19.84M+149% | $18.43M+171% | $10.74M-24.0% | |
| Trust | $2.08M+32.2% | $2.91M+135% | $3.17M+364% | $2.83M+393% | $1.57M-7.6% | |
| Net fee revenues from external sources by Business | ||||||
| Advisory | $77.17M+7.1% | $75.6M+6.3% | $73.99M+7.1% | $72.88M+6.8% | $72.06M+6.2% | |
| Trust | $21.71M-2.3% | $21.82M-0.4% | $22.03M+3.6% | $22.06M+5.7% | $22.22M+7.5% | |
| Total Assets by Business | ||||||
| Advisory | $1.3B+7.9% | $1.28B+8.1% | $1.26B+8.4% | $1.24B+8.6% | $1.21B+7.9% | |
| Trust | $182.06M-1.4% | $181.79M-2.4% | $182.67M-2.1% | $183.3M-2.4% | $184.65M-0.5% | |
| Interest Income, Interest-Earning Asset by Business | ||||||
| Advisory | $633K-43.8% | $657K-42.6% | $790K-16.5% | $943K+21.7% | $1.13M+88.3% | |
| Trust | $428K-23.8% | $495K+1.0% | $517K+13.8% | $528K+31.7% | $562K+78.1% | |
| 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-1.3% | $16.97M-3.3% | $16.92M-3.8% | $16.87M-4.4% | $17.25M0.0% | |
| Trust | $0— | $0— | $0— | $0— | $0— | |
| Payments to Acquire Property, Plant, and Equipment by Business | ||||||
| Advisory | $9K-35.7% | $5K-66.7% | $12K-86.7% | $14K-86.7% | $14K-87.2% | |
| Trust | $36K-52.0% | $17K-77.3% | $91K+2.2% | $74K-17.8% | $75K-19.4% | |
| Revenue from Contract with Customer, Excluding Assessed Tax by Product | ||||||
| Investment Advisory Services | $76.3M+8.0% | $74.72M+7.1% | $72.6M+7.0% | $71.49M+6.8% | $70.67M+6.1% | |
| Mutual Fund Advisory | $29.25M+1.2% | $28.7M-1.0% | $29.07M+0.9% | $28.79M-1.5% | $28.9M-1.9% | |
| Other Revenue Misc Services | $593K-38.2% | $346K-79.3% | $221K-89.0% | $733K-48.7% | $959K-21.9% | |
| Private Wealth Advisory | $5.38M+123% | $4.72M+114% | $2.62M+32.3% | $2.43M+46.0% | $2.41M+76.9% | |
| Trust Fees | $21.45M-1.3% | $21.56M+0.6% | $21.55M+3.1% | $21.58M+5.1% | $21.74M+7.0% | |
| Revenue from Contract with Customer, Including Assessed Tax by Product | ||||||
| Asset Management | $76.3M+8.0% | $74.72M+7.1% | $72.6M+6.2% | $71.49M+5.9% | $70.67M+5.2% | |
| Fiduciary and Trust | $21.45M-1.3% | $21.56M+0.6% | $21.55M+3.1% | $21.58M+5.1% | $21.74M+7.0% | |
| Revenue from Contract with Customer, Excluding Assessed Tax by Geography | ||||||
| Canada | $703K-29.6% | $791K-22.2% | $880K-13.9% | $960K-8.9% | $998K-6.7% | |
| United States | $98.77M+4.8% | $96.97M+3.5% | $95.36M+4.4% | $94.71M+5.9% | $94.24M+6.2% |
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.
