WESTWOOD HOLDINGS GROUP INC (WHG)

What WESTWOOD HOLDINGS GROUP INC does

Westwood Holdings Group is an independent asset management firm that provides investment advisory services and trust services to institutional and individual clients. The company manages assets across multiple investment strategies and product lines, including mutual funds, separately managed accounts, and trust services. Its revenues are primarily derived from asset-based advisory fees and trust fees.

Fundamentals

• Price$19.31 as of 2026-07-09 close
• Market cap$191M as of 2026-07-10
• 1-year return+17.6% as of 2026-07-09 close
• P/E25.91 as of 2026-07-10
• Net margin+7.3% as of 2026-07-10
• ROE+5.9% as of 2026-07-10
• Debt / equity0.00 as of 2026-07-10
• Revenue growth (YoY)+6.6% as of 2026-07-10
• Revenue CAGR (3y)+12.5% SEC XBRL
• Beta0.59 as of 2026-07-10

Dividend: yield +3.9%; 1-year non-decreasing per-share dividend streak (SEC XBRL).

Ask why WHG looks like this →

Key risks (from latest filing)

["Revenue concentration risk from asset-based fees dependent on assets under management and investment performance; poor performance could lead to client withdrawals and litigation","Regulatory and compliance risk including SEC-RIA oversight, mutual fund adviser regulations, and international compliance requirements that could result in penalties and operational failures","Competitive risk in developing and launching new investment strategies; failure to successfully introduce new strategies or attract assets could result in significant losses on development costs"]

See WHG's biggest risks from its latest 10-Q →

Competitors & peers

• Federated Hermes Limited
• Artisan Partners Asset Management
• Victory Capital Holdings
• Virtus Investment Partners
• Janus Henderson Group
• Invesco

Not quite? Describe exactly what you want →