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% | |
| 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, 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.
