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Westwood Holdings Group WHG Trust — Goodwill

Other segment segments

Advisory
$23.1M0.0%
Other reporting segment
$0

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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:Goodwill.

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 — goodwill?
Westwood Holdings Group (WHG) reported trust — goodwill of $16.4M in Q1 2026.
How has Westwood Holdings Group's trust — goodwill changed year-over-year?
Westwood Holdings Group's trust — goodwill decreased by 0.0% year-over-year, from $16.4M to $16.4M.
What is the long-term trend for Westwood Holdings Group's trust — goodwill?
Over 4 years (2021 to 2025), Westwood Holdings Group's trust — goodwill has grown at a 0.0% compound annual growth rate (CAGR), from $65.6M to $65.6M.
What does trust — goodwill mean?
Represents the intangible asset value recorded by the Trust segment resulting from past business acquisitions where the purchase price exceeded the fair value of net identifiable assets. It serves as an indicator of historical inorganic growth and potential future impairment risk.