Westwood Holdings Group, Inc.
Westwood Holdings Group, Inc. (NYSE: WHG) manages investment assets and provides investment advisory, trust, custodial and investment management services through Westwood Management and Westwood Trust. Its clients include institutional investors, retirement plans, endowments, foundations, financial advisers,… From the company’s description.
Over the twelve months to Sep 30, 2026, Westwood Holdings Group, Inc. reported revenue of $103.98M, up 8.0% from a year earlier, and net income of $7.31M. Its pre-tax margin was 4.0%. In fiscal 2025, it reported revenue of $97.76M, up 3.2% from fiscal 2024, and net income of $7.08M.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Westwood Holdings Group, Inc. does
In the company’s own words
Westwood Holdings Group, Inc. (NYSE: WHG) manages investment assets and provides investment advisory, trust, custodial and investment management services through Westwood Management and Westwood Trust. Its clients include institutional investors, retirement plans, endowments, foundations, financial advisers, individual investors and high-net-worth families. Advisory strategies span U.S. value equity, multi-asset, energy and real assets, tactical absolute return, income alternatives and customized managed investment solutions; offerings include mutual funds, ETFs, separately managed accounts, private capital funds and sub-advisory services. Westwood Trust provides fiduciary, wealth-planning and portfolio services, as well as commingled funds. At December 31, 2025, the company had approximately $16.5 billion in assets under management and $0.9 billion in assets under advisement, and employed 148 people. Its Westwood Funds® and Westwood ETFs include products focused on value equities, income, real estate and energy infrastructure. The company’s business includes Broadmark, in which it acquired a controlling interest in 2023, and Salient, acquired in 2022. Its website is westwoodgroup.com.
Company details
- Sector
- Financials
- Industry (SIC)
- Banks & Brokers
- Headquarters
- DALLAS, TX
- Fiscal year end
- December
- CIK
- 1165002
- SIC
- 6282
Financial performance, year by year
Fiscal 2011–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Westwood Holdings Group, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Westwood Holdings Group, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Could not be determined for this company: bond issues.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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