WHG

WESTWOOD HOLDINGS GROUP INC WHG

NYSESmall CapFinancials

13F Pro quality score

Rank #1,660 of 2,925

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$25.34M

Quarter to Jun 30

Net income

$1.53M

Quarter to Jun 30

Free cash flow

$5.05M

Quarter to Jun 30

Operating margin

8.1%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026
$104.38M total
Reading the latest SEC filing…

Key Metrics

Revenue

Q2 2026
EDGAR

Net Income

Q2 2026
EDGAR

EPS (Diluted)

Q2 2026
EDGAR

Operating Margin

Q2 2026
EDGAR

ROIC

Q2 2026
EDGAR

Free Cash Flow

Q2 2026
EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/WHG

Earnings Per Share

13fpro.ai/company/WHG

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WHG key financials by period

Reported revenue, net income and operating margin by fiscal year, from WESTWOOD HOLDINGS GROUP INC's annual filings on SEC EDGAR.

WESTWOOD HOLDINGS GROUP INC reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodRevenueNet incomeOp. margin
FY 2025$97.8M$7.1M5.1%
FY 2024$94.7M$2.2M0.9%
FY 2023$89.8M$10.6M6.7%
FY 2022$68.7M$-4.6M-7.1%
FY 2021$73.1M$9.8M8.2%
FY 2020$65.1M$-8.9M-5.3%
Source: WHG filings on SEC EDGAR →

Ranked by quality-factor profile and overlapping institutional ownership, from the latest 13F filings and SEC financials.

WHG insiders

Officers, directors and 10% owners with a Form 4 filed in the last 24 months, most recent first. From SEC EDGAR.

About WESTWOOD HOLDINGS GROUP INC (WHG): stock profile, AI score and financials

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 49.8/100 on a composite quality score built from its SEC filings, placing it at rank #1,660 of 2,925 stocks — the bottom half of the AI-ranked universe. WHG scores in the top quartile across earnings quality (84.0). Areas of concern include revenue scale (16.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 23.5/100, 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.

Financials through the period ended SEC EDGAR: CIK 1165002 →