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%
| Period | Form | Revenue | Net income | Operating margin |
|---|---|---|---|---|
| FY 2025 | 10-K | $97.8M | $7.1M | 5.1% |
| FY 2024 | 10-K | $94.7M | $2.2M | 0.9% |
| FY 2023 | 10-K | $89.8M | $10.6M | 6.7% |
| FY 2022 | 10-K | $68.7M | $-4.6M | -7.1% |
| FY 2021 | 10-K | $73.1M | $9.8M | 8.2% |
| FY 2020 | 10-K | $65.1M | $-8.9M | -5.3% |
| Institution | Shares | Value | Reported |
|---|---|---|---|
| Allspring Global Investments | 592,567 | $11.4M | 2026-06-30 |
| BlackRock | 582,224 | $11.2M | 2026-06-30 |
| WESTWOOD GROUP | 518,966 | $9.9M | 2026-06-30 |
| Settian Capital | 470,515 | $9.0M | 2026-06-30 |
| GAMCO INVESTORS, ET AL | 443,800 | $8.5M | 2026-06-30 |
| North Star Investment Management | 387,800 | $7.4M | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES | 328,558 | $6.3M | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT | 327,032 | $6.3M | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS | 284,446 | $5.5M | 2026-06-30 |
| KING LUTHER CAPITAL MANAGEMENT | 185,000 | $3.5M | 2026-06-30 |
13F Pro Quality Score
Rank #981 of 2,962 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
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