Westwood Holdings Group Inc (WHG)
Westwood Holdings Group Inc brought in $104M of revenue over the twelve months to September 30, 2026, up 14.1% from a year earlier. Net income was $7.3M, a net margin of 7.0%. Operating cash flow minus capital spending left $18.8M of free cash flow in fiscal 2025. At September 30, 2026 it held $24.1M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about Westwood Holdings Group Inc
- Net worth
- Westwood Holdings Group Inc has a market value (market cap) of $178.5M at the latest share price, and shareholders' equity of $129.1M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $97.8M (+3.2% year on year), with net income of $7.1M. Over the 12 months to September 30, 2026: revenue $104M, net income $7.3M.
- Cash flow
- In fiscal 2025 operations brought in $18.9M of cash; after $86K of capital spending, free cash flow was $18.8M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Westwood Holdings Group Inc's next report is expected around February 12, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Westwood Holdings Group Inc does
Westwood Holdings Group Inc is registered with the SEC under industry code SIC 6282 (Investment Advice). Its shares trade on NYSE under the ticker WHG.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $97.8M | $7.1M | $0.79 | $18.8M |
| 2024 | $94.7M | $2.2M | $0.26 | $21M |
| 2023 | $89.8M | $10.6M | $1.17 | -$1.3M |
| 2022 | $68.7M | -$4.6M | -$0.59 | $51.2M |
| 2021 | $73.1M | $9.8M | $1.23 | $19.2M |
| 2020 | $65.1M | -$8.9M | -$1.12 | -$9.9M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where WHG ranks in Finance
Dividends
It paid out $5.4M in cash dividends, 76% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | n/a | $5.4M | 76% |
| 2024 | n/a | $5.4M | 246% |
| 2023 | n/a | $5.5M | 52% |
| 2022 | n/a | $5.6M | n/a |
| 2021 | n/a | $22.9M | 235% |
| 2020 | n/a | $11M | n/a |
Latest SEC filings
What Westwood Holdings Group Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 9, 2026Activist stake changed SCHEDULE 13D/A
- November 5, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 9.4% to $26.6M versus the same quarter last year; diluted EPS $0.34 versus $0.41.
- November 5, 2026
- October 27, 2026Passive stake changed SCHEDULE 13G/A
- August 24, 2026Form N-PX filing N-PX
- August 14, 2026Form 13F-HR filing 13F-HR
- August 12, 2026Activist stake changed SCHEDULE 13D/A
- August 6, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 9.6% to $25.3M versus the same quarter last year; diluted EPS $0.17 versus $0.12.
- August 6, 2026
- May 15, 2026Form 13F-HR filing 13F-HR
What is WHG worth? A DCF from its reported cash flow
Insider trades
What the people running Westwood Holdings Group Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider trades were reported in the last 90 days.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| July 2, 2026 | Byrne Susan MDirector Emerita | Soldpre-planned (10b5-1) | 4,481 | $89.1K |
| July 1, 2026 | Byrne Susan MDirector Emerita | Soldpre-planned (10b5-1) | 3,584 | $69.4K |
| June 30, 2026 | Byrne Susan MDirector Emerita | Soldpre-planned (10b5-1) | 1,091 | $20.9K |
| June 29, 2026 | Byrne Susan MDirector Emerita | Soldpre-planned (10b5-1) | 7,192 | $144K |
| June 26, 2026 | Byrne Susan MDirector Emerita | Soldpre-planned (10b5-1) | 4,274 | $82.9K |
| June 25, 2026 | Byrne Susan MDirector Emerita | Soldpre-planned (10b5-1) | 500 | $9.1K |
| June 24, 2026 | Byrne Susan MDirector Emerita | Soldpre-planned (10b5-1) | 1,300 | $23.8K |
| June 23, 2026 | Byrne Susan MDirector Emerita | Soldpre-planned (10b5-1) | 2,500 | $46.1K |
Who owns WHG
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| J. Hale Hoak13D, may seek influence with 4 related filers | 8.8% | November 7, 2024 |
| Brian O. Casey13G, passive | 5.15% | November 14, 2024 |
| Settian Capital LP13D, may seek influence with 2 related filers | 5% | August 4, 2025 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 71 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Allspring Global Investments Holdings, LLC | 592,567 | -20,547 |
| BlackRock, Inc. | 582,224 | +72,809 |
| Westwood Holdings Group Inc | 518,966 | +74,721 |
| Settian Capital LP | 470,515 | 0 |
| Gamco Investors, Inc. ET AL | 443,800 | 0 |
| North Star Investment Management Corp. | 387,800 | +6,991 |
| Renaissance Technologies LLC | 328,558 | -22,209 |
| Vanguard Capital Management LLC | 327,032 | +6,516 |
| Dimensional Fund Advisors LP | 284,446 | +4,761 |
| King Luther Capital Management Corp | 185,000 | 0 |
| Geode Capital Management, LLC | 172,481 | +12,185 |
| Aegis Financial Corp | 99,926 | 0 |
| Bridgeway Capital Management, LLC | 99,460 | +2,110 |
| Garner Asset Management Corp | 94,418 | -16,598 |
| State Street Corp | 86,997 | -1,400 |
| Gabelli Funds LLC | 82,210 | 0 |
| Peapod Lane Capital LLC | 80,120 | +1,261 |
| Northern Trust Corp | 55,531 | -13,725 |
| De Lisle Partners LLP | 50,012 | -8,187 |
| Vanguard Portfolio Management LLC | 50,013 | +7,147 |
Insiders
13 insiders reported holding 1,411,826 shares in total, about $26.4M at the last price.
| Holder | Shares |
|---|---|
| Casey Brian OCEO, Director | 530,610 |
| Byrne Susan MDirector Emerita | 230,444 |
| Helfert AdrianCIO, Multi-Asset Inv. | 162,751 |
| Gomez FabianPresident and COO | 122,573 |
| Lockridge MatthewHead, U.S. Value Inv. | 77,900 |
| Forbes Murray IIIChief Financial Officer | 65,826 |
| Hoak J. HaleDirector | 60,770 |
| Masterson Ellen HDirector | 52,614 |
| Bowman Randy ADirector | 37,532 |
| Linton David OHead of Distribution | 29,415 |
Questions about WHG
What does Westwood Holdings Group Inc do?
Westwood Holdings Group Inc is a company in the Finance sector, listed on NYSE as WHG. Its shares trade on NYSE under the ticker WHG.
What is Westwood Holdings Group Inc's net worth?
Westwood Holdings Group Inc has a market value (market cap) of $178.5M at the latest share price, and shareholders' equity of $129.1M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Westwood Holdings Group Inc profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $7.3M on revenue of $104M, a net margin of 7.0%.
How much revenue does Westwood Holdings Group Inc make?
Over the twelve months to September 30, 2026 Westwood Holdings Group Inc reported revenue of $104M. That is 14.1% more than a year earlier.
When did Westwood Holdings Group Inc last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the activist stake changed from November 9, 2026.
When is Westwood Holdings Group Inc's next earnings report?
Westwood Holdings Group Inc's next report is expected around February 12, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Westwood Holdings Group Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.