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% | |
| 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, 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.
