What is Westwood Holdings Group's total assets?

Westwood Holdings Group (WHG) reported total assets of $150.38M in Q1 2026.

How has Westwood Holdings Group's total assets changed year-over-year?

Westwood Holdings Group's total assets increased by 11.4% year-over-year, from $134.99M to $150.38M.

What is the long-term trend for Westwood Holdings Group's total assets?

Over 5 years (2020 to 2025), Westwood Holdings Group's total assets has grown at a 1.7% compound annual growth rate (CAGR), from $149.15M to $162.3M.

What does total assets mean?

The sum of everything the company owns — current assets, property, investments, goodwill, intangibles, and all other assets.

Westwood Holdings Group WHG Total Assets

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Segments

By segment

See full

Advisory$330.63M+6.9%

Other reporting segment-$215.76M-4.8%

Trust$45.12M+0.6%

Other financials

Income statement

See full

Revenue$25.0M+7.4%

Operating income-$1.5M-2,100%

Net income$782.0K+63.9%

EPS (diluted)$0.09+80.0%

Balance sheet

See full

Cash & equivalents$23.4M+149%

Total debt$10.0M+251%

Total equity$125.0M+2.9%

Cash flow

See full

Operating cash flow-$2.6M+47.6%

CapEx$246.0K+4,000%

Free cash flow-$2.8M+42.7%

Valuation

See full

Market cap$181.79M+21.1%

Enterprise value$168.39M+16.0%

P/E24.5×—

P/S1.8×0.0×

Profitability

See full

Operating margin3.6%+2.5pp

Net margin7.5%+5.2pp

FCF margin18%+11.8pp

Returns & leverage

See full

Return on equity6%+4.4pp

Debt / equity0.1×+0.1×

Current ratio4.2×+0.2×

Where this comes from

Reported directly by Westwood Holdings Group in its filing.

Tagged under the XBRL concept us-gaap:Assets.

The official record: Westwood Holdings Group’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Westwood Holdings Group's total assets?: Westwood Holdings Group (WHG) reported total assets of $150.38M in Q1 2026.
How has Westwood Holdings Group's total assets changed year-over-year?: Westwood Holdings Group's total assets increased by 11.4% year-over-year, from $134.99M to $150.38M.
What is the long-term trend for Westwood Holdings Group's total assets?: Over 5 years (2020 to 2025), Westwood Holdings Group's total assets has grown at a 1.7% compound annual growth rate (CAGR), from $149.15M to $162.3M.
What does total assets mean?: The sum of everything the company owns — current assets, property, investments, goodwill, intangibles, and all other assets.