WESTWOOD HOLDINGS GROUP INC(WHG)— Stock Profile, AI Score & Financials

Financials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .

WESTWOOD HOLDINGS GROUP INC (WHG) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores WHG at 58.8/100 on a 32-signal composite quality model, placing it at rank #981 of 2,962 stocks — the top half of the AI-ranked universe. WHG scores in the top quartile across earnings quality (84.3), revenue growth (80.4). Areas of concern include revenue scale (16.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 24.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), WESTWOOD HOLDINGS GROUP INC reports quarterly revenue of $25.3M, net income of $1.5M, an operating margin of 8.1%. Top institutional holders of WHG by reported 13-F value include Allspring Global Investments, BlackRock, WESTWOOD GROUP, based on the most recent SEC filings. WHG trades on the NYSE exchange and files with the SEC under CIK 1165002. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WHG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for WESTWOOD HOLDINGS GROUP INC directly from SEC EDGAR.

AI Quality Score

58.8/100

AI Rank

#981

Revenue

$25.3M

Net Income

$1.5M

Free Cash Flow

$5.0M

Operating Margin

8.1%

WHG key financials by period

WESTWOOD HOLDINGS GROUP INC reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodFormRevenueNet incomeOperating margin
FY 202510-K$97.8M$7.1M5.1%
FY 202410-K$94.7M$2.2M0.9%
FY 202310-K$89.8M$10.6M6.7%
FY 202210-K$68.7M$-4.6M-7.1%
FY 202110-K$73.1M$9.8M8.2%
FY 202010-K$65.1M$-8.9M-5.3%

Institutions holding WHG

Institutional investors reporting a position in WESTWOOD HOLDINGS GROUP INC on SEC Form 13F.
InstitutionSharesValueReported
Allspring Global Investments592,567$11.4M2026-06-30
BlackRock582,224$11.2M2026-06-30
WESTWOOD GROUP518,966$9.9M2026-06-30
Settian Capital470,515$9.0M2026-06-30
GAMCO INVESTORS, ET AL443,800$8.5M2026-06-30
North Star Investment Management387,800$7.4M2026-06-30
RENAISSANCE TECHNOLOGIES328,558$6.3M2026-06-30
VANGUARD CAPITAL MANAGEMENT327,032$6.3M2026-06-30
DIMENSIONAL FUND ADVISORS284,446$5.5M2026-06-30
KING LUTHER CAPITAL MANAGEMENT185,000$3.5M2026-06-30
WHG

WESTWOOD HOLDINGS GROUP INC

WHG
NYSESmall CapFinancials

13F Pro Quality Score

58.8/100

Rank #981 of 2,962 stocksTOP 50%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

80.4/100

Profitability

69.3/100

Balance Sheet

70.5/100

Earnings Quality

84.3/100

Free Cash Flow

70.7/100

Institutional Flow

57.3/100

Revenue Scale

16.0/100

Dilution Risk

24.1/100

Price Chart

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Key Metrics

Revenue

Q2 2026
EDGAR

$25.34M

Net Income

Q2 2026
EDGAR

$1.53M

EPS (Diluted)

Q2 2026
EDGAR

$0.17

Operating Margin

Q2 2026
EDGAR

8.1%

ROIC

Q2 2026
EDGAR

6.5%

Free Cash Flow

Q2 2026
EDGAR

$5.05M

Financial Trends

Revenue & Net Income

Earnings Per Share

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