WHG on NYSE

Westwood Holdings Group

US asset management firm.1

$18.91 down 0.23 (1.23%)Price as of Oct 15, 2026 at 17:33 UTC

Last updated Oct 19, 2026.

Overview

1983Founded1

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  • TickerWHG on NYSE1
  • IndustryInvestment Advice1
  • HeadquartersDallas1
  • Websitewestwoodgroup.com
  • Incorporated inDE4
  • Business address200 Crescent Court, Suite 1200, Dallas, Tx 752014
  • Filer categoryNon-accelerated filer, Smaller reporting company4

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Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2025

5.1%Operating margin5
7.2%Net margin5
3.2%Revenue growth, 20255
5.6%Return on equity5
$18.8MFree cash flow5

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Products and services

Asset Management brought in 39% of the revenue Westwood Holdings Group broke down this way in fiscal 2025.

  1. Asset Management$74.7M539%up 7% from 2024
  2. Investment Advisory Services$74.7M539%up 7% from 2024
  3. Fiduciary and Trust$21.6M511%up 1% from 2024
  4. Trust Fee$21.6M511%up 1% from 2024
  5. Investment Performance$874.0K50%down 37% from 2024
  6. Other Revenue Misc Services$346.0K50%down 79% from 2024
  7. Trust performance-based fees$260.0K50%down 46% from 2024
Products and services by year
Products and services202320242025
Asset Management$67.4M$69.8M$74.7M
Investment Advisory Services$67.4M$69.8M$74.7M
Fiduciary and Trust$20.2M$21.4M$21.6M
Trust Fee$20.2M$21.4M$21.6M
Investment Performance$1.3M$1.4M$874.0K
Other Revenue Misc Services$534.0K$1.7M$346.0K
Trust performance-based fees$349.0K$482.0K$260.0K

Business segments

Advisory brought in 79% of the revenue Westwood Holdings Group broke down this way in fiscal 2025.

  1. Advisory$84.1M579%up 7% from 2024
  2. Trust$22.0M521%down 1% from 2024
Business segments by year
Business segments202320242025
Advisory$75.5M$78.8M$84.1M
Trust$20.9M$22.1M$22.0M

Regions

United States brought in 99% of the revenue Westwood Holdings Group broke down this way in fiscal 2025.

  1. United States$97.0M599%up 3% from 2024
  2. CA [member]$791.0K51%down 22% from 2024
Regions by year
Regions202320242025
United States$88.7M$93.7M$97.0M
CA [member]$1.1M$1.0M$791.0K

Where the money goes

Where each dollar of revenue went, fiscal 2025

  • Other costs90¢$88.1M
  • Income tax3¢$2.6M
  • Profit7¢$7.1M

Out of $97.8M in revenue.5

Where each dollar of operating cash went, fiscal 2025

  • Capital spending0¢$86.0K
  • Dividends paid28¢$5.4M
  • Kept or used elsewhere71¢$13.5M

Out of $18.9M of cash from operations.5

Financial statements

Revenue67895$97.8M in 2025+16% since 2019
0$25.0M$50.0M$75.0M$100.0M2019: $84.1M$84.1M20192020: $65.1M$65.1M2020−23%2021: $73.1M$73.1M2021+12%2022: $68.7M$68.7M2022−6%2023: $89.8M$89.8M2023+31%2024: $94.7M$94.7M2024+6%2025: $97.8M$97.8M2025+3%
Operating income67895$5.0M in 2025+7% since 2019
-$5.0M0$5.0M$10.0M2019: $4.6M$4.6M20192020: -$3.4M-$3.4M20202021: $6.0M$6.0M20212022: -$4.9M-$4.9M20222023: $6.0M$6.0M20232024: $830.0K$830.0K2024−86%2025: $5.0M$5.0M2025+499%
Net income67895$7.1M in 2025+20% since 2019
-$10.0M-$5.0M0$5.0M$10.0M$15.0M2019: $5.9M$5.9M20192020: -$8.9M-$8.9M20202021: $9.8M$9.8M20212022: -$4.6M-$4.6M20222023: $10.6M$10.6M20232024: $2.2M$2.2M2024−79%2025: $7.1M$7.1M2025+220%

Every line of the income statement as filed: the last 3 fiscal years (annual) or 4 quarters (quarterly), latest first.5

Period ending2025-12-312024-12-312023-12-31
Other Revenue, Net$346.0K$1.7M$534.0K
Total revenues$97.8M$94.7M$89.8M
Employee compensation and benefits$56.7M$56.0M$52.9M
Amortization of intangible assets$3.9M$4.1M$4.1M
Unrealized Gain (Loss) on Investments$1.9M$0$6.0K
Net interest and dividend revenue$1.7M$2.2M$1.2M
Other Income$1.1M$1.0M$6.2M
Provision for income taxes$2.6M$1.8M$2.9M
Net Income (Loss), Including Portion Attributable to Noncontrolling Interest$7.1M$2.2M$10.6M
Sales and marketing$2.7M$2.7M$3.0M
Westwood funds expense$4.3M$3.3M$3.1M
Information technology$10.9M$9.7M$9.7M
Professional services$6.9M$5.5M$5.1M
Business Combination, Separately Recognized Transactions, Expenses and Losses Recognized$0$0$209.0K
Operating Expenses$92.8M$93.9M$83.8M
Other Comprehensive Income (Loss), Net of Tax, Portion Attributable to Noncontrolling Interest$19.0K-$4.0K$1.1M
General and administrative$11.3M$11.9M$12.5M
Foreign Currency Transaction Gain (Loss), before Tax$0$4.9M$2.8M
Operating Income (Loss)$5.0M$830.0K$6.0M
Income (loss) before income taxes$9.7M$4.0M$13.4M
Net income$7.1M$2.2M$10.6M
Other comprehensive income (loss)$994.0K
Total comprehensive income (loss)$7.1M$2.2M$9.5M
Basic (in dollars per share)$0.84$0.27$1.20
Diluted (in dollars per share)$0.79$0.26$1.17
Basic (in shares)8.4M shares8.2M shares8.0M shares
Diluted (in shares)8.9M shares8.5M shares8.1M shares

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Leadership

Who has led Westwood Holdings Group, and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. Brian O. Casey2006–now

President

  1. Brian O. Casey2006–2022
  2. Randall L. Root2014
  3. Leah Bennett2022–2024
  4. Fabian Gomez2023–now

Chief financial officer

  1. William R. Hardcastle Jr.2006–2014
  2. Mark A. Wallace2012–2014
  3. Tiffany B. Kice2014–2018
  4. Murray Forbes Iii.2018–now

Chief operating officer

  1. Fabian Gomez2018–2022
  2. John Porter Montgomery2022–2023
1990200020102020
Board members and other officers (27)

Timeline

  1. May 30, 2006New chief executive Brian O. Casey becomes CEO13
  2. 1983Founded Founded1

Filings

261 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 35 major events, 129 insider forms, 28 large holders, 49 other. The latest 20:

  1. Aug 24, 2026N-PX EDGAR
  2. Aug 14, 202613F-HR EDGAR
  3. Aug 12, 2026SCHEDULE 13D/A EDGAR
  4. Aug 7, 20264 EDGAR
  5. Aug 6, 202610-Q EDGAR
  6. Aug 6, 20268-K EDGAR
  7. Jul 7, 20264 EDGAR
  8. Jul 1, 2026144 EDGAR
  9. Jul 1, 20264/A EDGAR
  10. Jul 1, 20264/A EDGAR
  11. Jun 30, 20264 EDGAR
  12. Jun 25, 20264 EDGAR
  13. Jun 22, 20264 EDGAR
  14. Jun 16, 20264 EDGAR
  15. Jun 12, 20264 EDGAR
  16. Jun 9, 20264 EDGAR
  17. Jun 2, 20264 EDGAR
  18. May 28, 20264 EDGAR
  19. May 22, 20264 EDGAR
  20. May 18, 20264 EDGAR

The 261 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

104 open-market trades by officers, directors and large owners since October 2021: 12 buys and 92 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Jul 2, 2026BYRNE SUSAN MSale4,481$19.88$89.1KForm 4
Jul 1, 2026BYRNE SUSAN MSale3,584$19.35$69.3KForm 4
Jun 30, 2026BYRNE SUSAN MSale1,091$19.17$20.9KForm 4
Jun 30, 2026BYRNE SUSAN MSale1,091$19.17$20.9KForm 4
Jun 29, 2026BYRNE SUSAN MSale7,192$20.03$144.1KForm 4
Jun 29, 2026BYRNE SUSAN MSale7,129$20.03$142.8KForm 4
Jun 26, 2026BYRNE SUSAN MSale4,274$19.39$82.9KForm 4
Jun 26, 2026BYRNE SUSAN MSale4,274$19.39$82.9KForm 4
Jun 25, 2026BYRNE SUSAN MSale500$18.21$9.1KForm 4
Jun 24, 2026BYRNE SUSAN MSale1,300$18.32$23.8KForm 4
Jun 23, 2026BYRNE SUSAN MSale2,500$18.45$46.1KForm 4
Jun 22, 2026BYRNE SUSAN MSale1,000$18.31$18.3KForm 4
Jun 22, 2026BYRNE SUSAN MSale1,000$18.31$18.3KForm 4
Jun 18, 2026BYRNE SUSAN MSale1,594$18.35$29.2KForm 4
Jun 18, 2026BYRNE SUSAN MSale1,549$18.35$28.4KForm 4
Jun 17, 2026BYRNE SUSAN MSale350$18.10$6.3KForm 4
Jun 17, 2026BYRNE SUSAN MSale350$18.10$6.3KForm 4
Jun 16, 2026BYRNE SUSAN MSale1,634$18.29$29.9KForm 4
Jun 15, 2026BYRNE SUSAN MSale2,910$17.96$52.3KForm 4
Jun 12, 2026BYRNE SUSAN MSale4,367$17.86$78.0KForm 4

All 104 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 69. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Allspring Global Investments Holdings, LLC592,567$11.4M0.0%−20,547
BlackRock, Inc.582,224$11.2M0.0%+72,809
Westwood Holdings Group Inc518,966$9.9M0.1%+74,721
Settian Capital LP470,515$9.0M5.8%No change
Gamco Investors, Inc. Et Al443,800$8.5M0.1%No change
North Star Investment Management Corp.387,800$7.4M0.4%+6,991
Renaissance Technologies LLC328,558$6.3M0.0%−22,209
Vanguard Capital Management LLC327,032$6.3M0.0%+6,516
Dimensional Fund Advisors LP284,446$5.5M0.0%+4,761
King Luther Capital Management Corp185,000$3.5M0.0%No change
Geode Capital Management, LLC172,481$3.3M0.0%+12,185
Aegis Financial Corp99,926$1.9M0.3%No change
Bridgeway Capital Management, LLC99,460$1.9M0.0%+2,110
Garner Asset Management Corp94,418$1.8M0.6%−16,598
State Street Corp86,997$1.7M0.0%−1,400
Gabelli Funds LLC82,210$1.6M0.0%No change
Peapod Lane Capital LLC80,120$1.5M1.0%+1,261
Northern Trust Corp55,531$1.1M0.0%−13,725
De Lisle Partners LLP50,012$959.6K0.1%−8,187
Vanguard Portfolio Management LLC50,013$958.2K0.0%+7,147
Vanguard Fiduciary Trust Co46,948$899.5K0.0%+500
Bank Of America Corp /de/46,310$887.3K0.0%−9,546
Empowered Funds, LLC44,008$843.2K0.0%+2,110
Sei Investments Co40,419$774.4K0.0%+8,760
Levin Capital Strategies, L.P.25,508$488.7K0.0%No change

13F reports cover disclosed long positions in U.S. stocks only.

Sources

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