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Westwood Holdings Group WHG Advisory — Equity Method Investments

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Other financials

Income statement

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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

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Cash & equivalents$23.4M+149%
Total debt$10.0M+251%
Total equity$125.0M+2.9%
Total assets$150.4M+11.4%

Cash flow

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Operating cash flow-$2.6M+47.6%
CapEx$246.0K+4,000%
Free cash flow-$2.8M+42.7%

Valuation

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Market cap$181.79M+21.1%
Enterprise value$168.39M+16.0%
P/E24.5×
P/S1.8×0.0×

Profitability

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Operating margin3.6%+2.5pp
Net margin7.5%+5.2pp
FCF margin18%+11.8pp

Returns & leverage

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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:EquityMethodInvestments.

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 advisory — equity method investments?
Westwood Holdings Group (WHG) reported advisory — equity method investments of $4.25M in Q1 2026.
How has Westwood Holdings Group's advisory — equity method investments changed year-over-year?
Westwood Holdings Group's advisory — equity method investments increased by 1.1% year-over-year, from $4.21M to $4.25M.
What is the long-term trend for Westwood Holdings Group's advisory — equity method investments?
Over 2 years (2023 to 2025), Westwood Holdings Group's advisory — equity method investments has grown at a 0.1% compound annual growth rate (CAGR), from $16.95M to $16.97M.
What does advisory — equity method investments mean?
Reflects the carrying value of investments in entities where the advisory segment exercises significant influence but does not have full control. This metric indicates the segment's strategic partnerships and external investment exposure.