Skip to content

Westwood Holdings Group WHG Advisory — Net fee revenues from external sources

Other segment segments

Trust
$5.32M-2.0%
Other reporting segment
$0

Similar metrics at other companies

Siebert Financial logo
SIEBAdvisory Fees — Revenue
$1.01M+35.0%
Gemini Space Station, Inc. Class A Common Stock logo
GEMIAdvisory fee revenue — Total net revenue from contracts with customers
$2.71M
StepStone Group Inc. logo
STEPManagement and advisory fees, net — Total revenues
$259.87M+21.8%
Apollo Global Management logo
APOAdvisory and transaction fees, net — Revenue
$306M+56.9%
Siebert Financial logo
SIEBAdvisory Fees Revenue
$1.01M+35.0%
AlTi Global, Inc. logo
ALTIManagement/advisory fees — Total Revenue
$51.9M+15.9%

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%
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 whg:RevenueFromExternalSources.

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

Ask your AI about Westwood Holdings Group's advisory — net fee revenues from external sources.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Westwood Holdings Group's advisory — net fee revenues from external sources?
Westwood Holdings Group (WHG) reported advisory — net fee revenues from external sources of $19.31M in Q1 2026.
How has Westwood Holdings Group's advisory — net fee revenues from external sources changed year-over-year?
Westwood Holdings Group's advisory — net fee revenues from external sources increased by 8.9% year-over-year, from $17.73M to $19.31M.
What is the long-term trend for Westwood Holdings Group's advisory — net fee revenues from external sources?
Over 4 years (2021 to 2025), Westwood Holdings Group's advisory — net fee revenues from external sources has grown at a 11.3% compound annual growth rate (CAGR), from $49.26M to $75.6M.
What does advisory — net fee revenues from external sources mean?
Represents the total management and advisory fees earned by the segment from clients outside the consolidated group. This is a primary indicator of the segment's ability to attract and retain third-party assets under management.