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

Other segment segments

Advisory
$19.31M+8.9%
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 whg:RevenueFromExternalSources.

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 — net fee revenues from external sources?
Westwood Holdings Group (WHG) reported trust — net fee revenues from external sources of $5.32M in Q1 2026.
How has Westwood Holdings Group's trust — net fee revenues from external sources changed year-over-year?
Westwood Holdings Group's trust — net fee revenues from external sources decreased by 2.0% year-over-year, from $5.43M to $5.32M.
What is the long-term trend for Westwood Holdings Group's trust — net fee revenues from external sources?
Over 4 years (2021 to 2025), Westwood Holdings Group's trust — net fee revenues from external sources has grown at a -2.5% compound annual growth rate (CAGR), from $24.13M to $21.82M.
What does trust — net fee revenues from external sources mean?
Represents the total revenue generated by the Trust segment from services provided to clients outside of the consolidated corporate entity. This metric reflects the core market demand for custodial and trust services and serves as a primary indicator of the segment's external business growth.