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Segments

By product

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Investment Advisory Services$19.37M+7.9%
Mutual Fund Advisory$7.59M+12.5%
Trust Fees$5.37M+6.0%
Private Wealth Advisory$1.32M+125%
Other Revenue Misc Services$599K+524%

By segment

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Advisory$22.18M+13.6%
Other reporting segment-$8.35M-35.8%
Trust$5.43M+6.3%

By geography

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United States$22.9M—
Canada$222K—

Other financials

Income statement

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Operating income$2.1M+138%
Net income$1.5M+48.1%
EPS (diluted)$0.17+41.7%

Balance sheet

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Cash & equivalents$22.6M+46.8%
Total debt$12.4M+18.5%
Total equity$126.3M+3.3%
Total assets$155.4M+6.2%

Cash flow

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Operating cash flow$5.6M-23.5%
CapEx$534.0K—
Free cash flow$5.1M-30.9%

Valuation

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Market cap$185.23M+19.3%
Enterprise value$175.02M+21.6%
P/E23.4×-50.1×
P/S1.8×+0.1×

Profitability

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Operating margin4.7%+1.2pp
Net margin7.8%+6.0pp
FCF margin15.4%+5.2pp

Returns & leverage

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Return on equity6.4%+5.0pp
Debt / equity0.1×0.0×
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 source filing: Westwood Holdings Group’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:21 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001165002-26-000049
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Asset-based$19,372$17,955$38,681$35,686
Trust fees5,3725,06910,69010,498
Other, net59996938188
Total revenues25,34323,12050,30946,372
EXPENSES:
Employee compensation and benefits14,18913,47231,35927,973
Sales and marketing6436571,3031,417
Westwood funds1,0829571,9461,854

Item 6. [Exhibits](#i261cc43c8f1a41d0a9cbaaa97544ec50_160) [26](#i261cc43c8f1a41d0a9cbaaa97544ec50_160)

FAQ

What is Westwood Holdings Group's total revenue?
Westwood Holdings Group (WHG) reported total revenue of $25.34M in Q2 2026.
How has Westwood Holdings Group's total revenue changed year-over-year?
Westwood Holdings Group's total revenue increased by 9.6% year-over-year, from $23.12M to $25.34M.
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.

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