What does trust — equity method investments mean?

The carrying value of investments in entities where the Trust segment exercises significant influence but does not have full control. This metric tracks the segment's strategic partnerships and minority stakes in external ventures.

Westwood Holdings Group WHG Trust — Equity Method Investments

Other segment segments

Advisory

$4.25M+1.1%

Other reporting segment

$0—

Similar metrics at other companies

KGEquity Method Investments

$33.54M—

KOPNEquity Method Investment

$3.4M+21.4%

TWEquity Method Investments

$24.1M+35.4%

ACTGEquity Method Investments

$30.93M0.0%

CRCLEquity Method Investments

$96.36M+37.7%

HUMEquity Method Investments

$633M-3.9%

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 trust — equity method investments?: Westwood Holdings Group (WHG) reported trust — equity method investments of $0 in Q1 2026.
What does trust — equity method investments mean?: The carrying value of investments in entities where the Trust segment exercises significant influence but does not have full control. This metric tracks the segment's strategic partnerships and minority stakes in external ventures.