4 years of revenue, earnings, cash-flow and balance-sheet history from public filings.
Westwood Holdings Group, Inc. (WHG) operates in the Asset Management industry and is headquartered in Dallas, United States with about 148 employees. Its market capitalization is roughly $183 million. In the fiscal year ended 2025-12-31, WHG reported $98M in revenue and $7M in net income.
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust.
Interactive charts & full statements → Open the WHG valuation workbench →
| Income statement | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Total Revenue | $98M | $95M | $90M | $69M | — |
| Gross Profit | $41M | $39M | $37M | $29M | — |
| Operating Income (EBIT) | $5M | $6M | $3M | $2M | — |
| Net Income | $7M | $2M | $10M | ($5M) | — |
USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).
| Quarterly income statement | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 |
|---|---|---|---|---|---|---|
| Total Revenue | $25M | $27M | $24M | $23M | $23M | — |
| Gross Profit | $8M | $12M | $11M | $10M | $9M | — |
| Operating Income (EBIT) | ($2M) | $2M | $2M | $1M | ($0M) | — |
| Net Income | $1M | $2M | $4M | $1M | $0M | — |
USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).
| Cash flow | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Dividends Paid | ($5M) | ($5M) | ($6M) | ($6M) | — |
USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).
| Quarterly cash flow | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 |
|---|---|---|---|---|---|---|
| Dividends Paid | ($2M) | ($1M) | ($1M) | ($1M) | ($2M) | — |
USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).
| Balance sheet | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Total Assets | $162M | $150M | $155M | $146M | — |
| Total Liabilities | $36M | $28M | $33M | $36M | — |
USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).
Quarterly statements, profitability ratios, price history, insider activity and institutional holders are in the interactive WHG viewer.
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