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Westwood Holdings Group WHG Trust — Total Assets

Other segment segments

Advisory
$330.63M+6.9%
Other reporting segment
-$215.76M-4.8%

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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: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 trust — total assets?
Westwood Holdings Group (WHG) reported trust — total assets of $45.12M in Q1 2026.
How has Westwood Holdings Group's trust — total assets changed year-over-year?
Westwood Holdings Group's trust — total assets increased by 0.6% year-over-year, from $44.85M to $45.12M.
What is the long-term trend for Westwood Holdings Group's trust — total assets?
Over 4 years (2021 to 2025), Westwood Holdings Group's trust — total assets has grown at a -5.3% compound annual growth rate (CAGR), from $225.83M to $181.79M.
What does trust — total assets mean?
The total value of assets specifically allocated to or managed by the Trust segment, including cash, receivables, and equipment. This metric provides insight into the scale of the segment's operations and the capital intensity required to support its trust and custodial service offerings.