WESTWOOD HOLDINGS GROUP INC (WHG)
Financials · Independent asset management / wealth management · NYSE
Westwood Holdings Group is an investment management firm offering institutional-grade equity, fixed income, and multi-asset strategies to wealth and institutional clients.
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.
Themes: asset management, wealth management, institutional investing, investment advisory services, ETFs, mutual funds
Fundamentals
- Price$19.65 as of 2026-08-21 close
- Market cap$186M as of 2026-08-21
- 1-year return+10.4% 2025-08-21 close $17.80 → 2026-08-21 close $19.65
- P/E24.73 as of 2026-08-24
- Net margin+7.3% as of 2026-08-24
- ROE+5.9% as of 2026-08-24
- Debt / equity0.00 as of 2026-08-24
- Revenue growth (YoY)+6.6% as of 2026-08-24
- Revenue CAGR (3y)+12.5% SEC XBRL
- Beta0.54 as of 2026-08-24
- Last reported earnings2026-08-06 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +3.9%; at least 1 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How WHG compares in its sector
- price-to-earnings ratiotop 25% 525 covered Financials peers, as of 2026-08-24
- net profit marginbottom 25% 538 covered Financials peers, as of 2026-08-24
- operating marginbottom 25% 534 covered Financials peers, as of 2026-08-24
- return on equitybottom 25% 575 covered Financials peers, as of 2026-08-24
- 3-year revenue CAGRmiddle range 347 covered Financials peers
- indicated dividend yieldmiddle range 453 covered Financials peers, as of 2026-08-24
- free cash flow (absolute dollars, latest fiscal year)bottom 25% 431 covered Financials peers, as of FY2025
Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Dividend coverage (FY2025)
Covered by reported results. In FY2025, WHG's dividend was covered by reported results (earnings payout 76%, free-cash-flow payout 28%). This describes past coverage, not a forecast.
- Earnings payout76% dividends / net income
- Free-cash-flow payout28% dividends / (operating cash flow − capex)
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How WESTWOOD HOLDINGS GROUP INC looks technically
WESTWOOD HOLDINGS GROUP INC (WHG) is trading 13.0% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 37 trading days ago — a "golden cross", a bullish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 14, below the 25 that marks a real trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 56, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bullish about 1 trading day ago (its momentum flipped positive). It made a new 20-day low about 9 trading days ago. Day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 4% of the past ~6 months), which often precedes a bigger move.
Trend
8
| Distance from the 200-day | it is trading 13.0% above its 200-day average, the long-term trend line — a longer-term uptrend | +13.1% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $19.19 | $19.19 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $17.38 | $17.38 |
| Swing structure | its recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swings | mixed — one of the two is not confirming |
| Last swing turn | its last significant turn was a swing high 7 calendar days ago — the swings before that are what the structure reading is measured on | 7 sessions |
| Wave structure | its recent swings can be read as a completed five-part upward sequence — the pattern Elliott-wave chartists call an impulse — which on that reading would now be due a pullback rather than more of the same; the labelling fails if price closes above 20.18. It is the only labelling that fits, though not with textbook proportions, and it describes the swings already printed, not what comes next. | possible five-wave upward sequence, complete (atypical proportions) |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 37 trading days ago — a "golden cross", a bullish long-term signal | 37 sessions |
| Trend strength (14-day ADX) | there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 14, below the 25 that marks a real trend) | 14.3 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 56, neither overbought (above 70) nor oversold (below 30) | 56.5 |
|---|---|---|
| Position in its 14-day range | it is trading in the upper half of its 14-day range ($18.50 to $20.18) — its "stochastic" reading is 68 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 68.5 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bullish about 1 trading day ago (its momentum flipped positive) | 1 session |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $20.97 | $20.97 |
|---|---|---|
| From the 52-week high | it is 6.3% below its 52-week high (its highest price of the past year) | -6.3% |
| Above the 52-week low | it is 33.7% above its 52-week low (its lowest price of the past year) | +33.7% |
| Below the 52-week high | it is 6.3% below its highest point of the past year | 6.3% |
| Since a 20-day breakout | it made a new 20-day low about 9 trading days ago | 9 sessions |
| Since a 55-day breakout | it made a new 55-day high about 34 trading days ago | 34 sessions |
| All-time high | its highest closing price on record is $71.00 (set on 2017-10-20) | $71.00 |
| Given back of the 52-week move | over the past year its closes ranged ($14.76 to $20.34), and it has given back only a small part of its rise from last year’s low — 12% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $16.71 to $16.89. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 12.4% |
| From the all-time high | it is 72.3% below its all-time high | -72.3% |
| Nearest price level | it is trading 3.0% below a resistance level at $20.23 — a price it turned at three times since 2026-07-16, most recently on 2026-08-14. Since 2024-08-21 it has 11 such levels below the current price and 1 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +3.0% |
| All-time low | its lowest closing price on record is $8.91 (set on 2023-10-19) | $8.91 |
| Above the all-time low | it is 120.5% above its all-time low | +120.5% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 4% of the past ~6 months), which often precedes a bigger move | 4th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $0.615 between its high and its low — about 3.1% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $0.615 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $18.91 and $19.88 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $18.91 – $19.39 – $19.88 |
| Typical daily range (% of price) | its price moves about 3.1% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 3.1% |
| Stretch from the 200-day average | it is trading 3.7 daily ranges above its 200-day average price (13.1% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 3.7 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 1.85× |
|---|
Candlestick patterns
1
| Since a doji | 3 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 3 sessions ago |
|---|
Price gaps
2
| Gap at the open | it opened on 2026-08-21 0.9% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | +0.9% |
|---|---|---|
| Gap filled | a 6.9% gap down opened on 2026-08-10 has been "filled" today — price traded back through the level the gap left behind, and it took 9 sessions to close | today |
Price streaks
1
| Closing streak | it has closed higher 2 sessions in a row, a +0.67% move over the run — an unbroken run of up days, which describes what has already happened and says nothing about the next session | 2 sessions up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 0.1 percentage points (the stock gained 2.2% while the market gained 2.3%) | -0.1% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 19.1 percentage points (the stock gained 22.2% while the market gained 3.1%) | +19.1% |
| vs market, 6 months | over the past 6 months this stock beat the market by 7.3 percentage points (the stock gained 18.4% while the market gained 11.1%) | +7.3% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 10.1 percentage points (the stock gained 10.4% while the market gained 20.5%) | -10.1% |
Signal agreement
2
| Bullish technical signals | 5 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, MACD momentum is positive, outperforming the market over 6 months, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 5 of 9 |
|---|---|---|
| Bearish technical signals | 0 of the 9 technical signals we can compute for it are currently in a bearish state — these describe past price behaviour, not a forecast | 0 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 2.7% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is moderate, spanning 4.4% of the share price. | +2.7% |
|---|
Volume-weighted price
1
| Vs this year’s average price paid | the price is 9% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $18.00 — a volume-weighted average of daily closes over 157 sessions, not a true tick-by-tick VWAP. | +9.2% |
|---|
Price levels it has turned at before
WHG last closed at $19.65 on 2026-08-21. Since 2024-08-21 it has turned at 11 prices below its last close and 1 above; the 3 nearest below and the nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $20.23 | Resistance | 3.0% above the last close | turned there three times · 2026-07-16 to 2026-08-14 |
| $18.96 | Support | 3.5% below the last close | turned there four times · 2025-08-25 to 2026-07-31 |
| $18.58 | Support | 5.5% below the last close | turned there four times · 2025-07-30 to 2026-08-10 |
| $17.68 | Support | 10.0% below the last close | turned there three times · 2025-05-02 to 2026-03-04 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now complete.
This labelling fails — stops being a possible reading at all — if it closes above $20.18.
It is the only labelling that fits these swings, though its proportions are not the textbook ones. It was chosen from 4 labellings that survived the rules, counting shorter readings of the same bars.
This reading has stood for 1 trading day, since 2026-08-21.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · MACD just crossed bullish (12/26/9) · in a Bollinger Band volatility squeeze · trendless / choppy (low ADX) · beating the market · Just filled a gap (5%+ closed in the last week) | Learn: moving average · golden cross · adx · rsi · macd · breakout · bollinger bands
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
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"]
What changed in the latest 10-Q
AI-assisted comparison of WHG's 10-Q filed 2026-04-30 against the prior one filed 2025-10-30.
Management's Discussion & Analysis (MD&A)
- Added:
- Newer filing (2026-04-30) references 'Annual Report on Form 10-K for the year ended December 31, 2025' whereas older filing references 'December 31, 2024'
- Newer filing (2026-04-30) specifies Salient Capital, L.P. ('SCLP') as 'an SEC-registered broker-dealer and Financial Industry Regulatory Authority ('FINRA') member'
- Newer filing (2026-04-30) states 'Westwood Trust, founded as a state-chartered trust company in 1974, provides trust, custodial and investment management services through the use of commingled funds and individual securities'
- Newer filing (2026-04-30) includes reference to 'investment management services' in description of Westwood Trust
- Removed:
- Older filing (2025-10-30) referred to Salient Advisors, L.P. and Broadmark Asset Management LLC as 'an SEC-registered investment advisor'
- Older filing (2025-10-30) stated Westwood Management 'provides investment advisory services to institutional investors, a family of mutual funds called the Westwood Funds®, other mutual funds, individuals and clients of Westwood Trust'
- Older filing (2025-10-30) stated 'Westwood Trust provides trust and custodial services and participation in common trust funds to institutions and high net worth individuals'
- Older filing (2025-10-30) included a separate 'Employee Compensation and Benefits' section heading
- Older filing (2025-10-30) included a separate 'Sales and Marketing' section heading with text 'Sales and marketing costs relate'
- Reworded:
- Older filing (2025-10-30) states AUA of 'approximately $1.0 billion at September 30, 2025' while newer filing (2026-04-30) states 'approximately $0.9 billion at March 31, 2026'
- Older filing (2025-10-30) uses 'an SEC-registered investment advisor' while newer filing (2026-04-30) uses 'a registered investment adviser (RIA) registered with the Securities and Exchange Commission (SEC)'
- Newer filing (2026-04-30) expands the description of subsidiaries to specify their registration status and FINRA membership more explicitly
- Newer filing (2026-04-30) includes explicit reference to 'commingled funds and individual securities' in Westwood Trust description whereas older filing references 'common trust funds'
- Notes:
- The older filing text appears truncated at the end with incomplete sentences ('Sales and marketing costs relate'), limiting full comparison of sections beyond what is shown
- Page numbers differ between filings (15 vs 17) but this reflects document layout rather than content changes
- The newer filing cutoff point in the 'Revenues' section prevents full comparison of the 'Other revenues' and subsequent sections
Risk Factors
- Added:
- Newer filing (2026-04-30) includes realized gains on private investments of $2,046 thousand for three months ended March 31, 2026
- Newer filing (2026-04-30) reports sales of investments of $2,792 thousand in investing activities
- Newer filing (2026-04-30) reports returns of capital from investments of $298 thousand in investing activities
- Removed:
- Older filing (2025-10-30) included loss from change in fair value of contingent consideration line item in expenses
- Older filing (2025-10-30) included contingent consideration as a separate liability line item on balance sheet
- Older filing (2025-10-30) included contingent consideration payment activity in financing cash flows
- Older filing (2025-10-30) included net change in unrealized appreciation on private investments as separate line item in operations (showing $1,932 thousand gain)
- Reworded:
- Newer filing (2026-04-30) reports 'Net change in unrealized depreciation on private investments' of ($15) thousand versus older filing's 'Net change in unrealized appreciation on private investments' of $1,932 thousand, reflecting reversal of direction
- Newer filing (2026-04-30) shows 'Net sales of equity investments' of $6,077 thousand in operating activities versus older filing's 'Net sales of trading securities' of $7,842 thousand for comparable periods
- Notes:
- The two filings report different fiscal periods (March 31, 2026 versus September 30, 2025) and different period lengths (quarterly versus nine-month comparisons), limiting direct comparability
- Contingent consideration appears fully resolved by March 31, 2026 filing, as it no longer appears as a liability or expense item
- Risk Factors section content itself is not provided in full in either filing text, only page references, so substantive changes to risk disclosure cannot be assessed
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 30 open-market sales by insiders in the last 90 days.
- Last 90 days0 buys · 30 sells ($1M) — 1 selling insider
- Last 180 days0 buys · 66 sells ($2M) — 1 selling insider
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-07-02. As of 2026-08-24.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about WHG's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
4 institutional 13F filers reported holding WHG as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 4
- Reported shares held 948,692
- Reported value $15,638,089
reported quarterly holdings change (2025-12-31 → 2026-03-31): 0 new, 1 increased, 3 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
WHG had 107,541 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
WHG had 1.13% of its shares outstanding sold short as of the 2026-07-31 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 6.54 days to cover at the same settlement.
- Reported short interest (shares) 107,541
- Short interest (% of shares outstanding) 1.13%
- Prior settlement (shares) 119,314
- Reported change -9.87%
- Days to cover (reported) 6.54
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Federated Hermes Limited
- Artisan Partners Asset Management
- Victory Capital Holdings
- Virtus Investment Partners
- Janus Henderson Group
- Invesco
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does WESTWOOD HOLDINGS GROUP INC (WHG) do?
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.
What sector is WESTWOOD HOLDINGS GROUP INC (WHG) in?
WESTWOOD HOLDINGS GROUP INC (WHG) is classified in the Financials sector. Its industry is Independent asset management / wealth management. It trades on NYSE.
Does WHG pay a dividend?
Yes — WESTWOOD HOLDINGS GROUP INC (WHG) pays a dividend, with an indicated yield of about 3.85% and at least 1 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-08-24). Informational only — not financial advice.
Who are WESTWOOD HOLDINGS GROUP INC's (WHG) competitors?
Notable peers of WESTWOOD HOLDINGS GROUP INC (WHG) include Federated Hermes Limited, Artisan Partners Asset Management, Victory Capital Holdings, Virtus Investment Partners and Janus Henderson Group. This peer set is informational only — not financial advice.
Is WESTWOOD HOLDINGS GROUP INC (WHG) overbought or oversold right now?
WESTWOOD HOLDINGS GROUP INC (WHG) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 56, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on WHG come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.