What is Westwood Holdings Group's total revenue?

Westwood Holdings Group (WHG) reported total revenue of $24.97M in Q1 2026.

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

Westwood Holdings Group's total revenue increased by 7.4% year-over-year, from $23.25M to $24.97M.

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

Over 4 years (2021 to 2025), Westwood Holdings Group's total revenue has grown at a 7.6% compound annual growth rate (CAGR), from $73.05M to $97.76M.

What does total revenue mean?

The aggregate of all revenue from the company's operations — the top line from which all profitability metrics are derived.

Westwood Holdings Group WHG Total Revenue

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Segments

By product

See full

Investment Advisory Services$19.31M+8.9%

Mutual Fund Advisory$7.38M+8.0%

Trust Fees$5.32M-2.0%

Private Wealth Advisory$1.31M+103%

Other Revenue Misc Services$339K+268%

By segment

See full

Advisory$21.72M+12.0%

Other reporting segment-$8.35M-35.8%

Trust$5.39M-1.4%

By geography

See full

United States$23.01M—

Canada$238K—

Other financials

Income statement

See full

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%

Total assets$150.4M+11.4%

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:Revenues.

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 revenue?: Westwood Holdings Group (WHG) reported total revenue of $24.97M in Q1 2026.
How has Westwood Holdings Group's total revenue changed year-over-year?: Westwood Holdings Group's total revenue increased by 7.4% year-over-year, from $23.25M to $24.97M.
What is the long-term trend for Westwood Holdings Group's total revenue?: Over 4 years (2021 to 2025), Westwood Holdings Group's total revenue has grown at a 7.6% compound annual growth rate (CAGR), from $73.05M to $97.76M.
What does total revenue mean?: The aggregate of all revenue from the company's operations — the top line from which all profitability metrics are derived.