What is the 13F Pro Quality Score for WHG?

13F Pro ranks WESTWOOD HOLDINGS GROUP INC (WHG) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View WHG's current score at https://13fpro.ai/research/WHG (free sign-up required for the full ranking).

Where does 13F Pro source WHG data?

All WESTWOOD HOLDINGS GROUP INC fundamentals and ownership data come directly from SEC EDGAR. WESTWOOD HOLDINGS GROUP INC files with the SEC under CIK 1165002. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is WHG in?

WESTWOOD HOLDINGS GROUP INC (WHG) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is WHG research updated on 13F Pro?

WHG's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

WESTWOOD HOLDINGS GROUP INC(WHG)Stock Analysis

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13F Pro Quality Score

56.3/100

Rank #1,109 of 2,879 stocksTOP 50%

View Financials peers →

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

Revenue Growth

67.7/100

Profitability

62.8/100

Balance Sheet

73.4/100

Earnings Quality

62.0/100

Free Cash Flow

52.3/100

Institutional Flow

82.6/100

Revenue Scale

18.8/100

Dilution Risk

25.1/100

WHG Stock Analysis & AI Quality Score

AI stock analysis and institutional research for WESTWOOD HOLDINGS GROUP INC (WHG), a Financials sector company. 13F Pro's AI-powered ranking engine scores WHG at 56.3/100 on a 32-signal composite quality model, placing it at rank #1,109 of 2,879 stocks — the top half of the AI-ranked universe. WHG scores in the top quartile across institutional flow (82.6). Areas of concern include revenue scale (18.8), which score below median versus the broader universe. Shareholder dilution risk is elevated at 25.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), WESTWOOD HOLDINGS GROUP INC reports quarterly revenue of $25.0M, net income of $782.0K, free cash flow of $-2.8M. Top institutional holders of WHG by reported 13-F value include Allspring Global Investments Holdings,, BlackRock,, Settian Capital, 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. WESTWOOD HOLDINGS GROUP INC's 13F Pro composite quality score has ranged between 34 and 58 since 2024, currently 56.3 — an improving long-term trajectory across 15 quarterly and live scoring snapshots.

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Fun facts about WESTWOOD HOLDINGS GROUP INC

Quirks, history, and lore behind WHG — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. asset management firm · small-cap · listed on the NYSE · headquartered in Dallas, Texas.
2
The Numbers
Manages roughly $15 billion in assets under management — not a giant on Wall Street, but a focused boutique with a loyal institutional following and thin but steady revenues.
3
The History
Founded in 1994, it grew by championing a value-investing philosophy at a time when growth stocks were getting all the glory — a contrarian bet that paid off over the long run.
4
The Secret
Its client base leans heavily on institutional investors — think pension funds and endowments — rather than chasing the retail investor crowd with flashy ETFs.
5
The Lore
The firm stakes its identity on dividend-focused and income-oriented strategies, appealing to the kind of investor who finds a growing dividend more exciting than a viral stock tip.
6
The Giveaway
Its name evokes a leafy Los Angeles neighborhood, but it calls Dallas home — a value-investing boutique whose ticker is WHG and whose name doubles as a zip code for Hollywood Hills real estate dreams.

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Revenue

Q1 2026

$25.0M

Net Income

Q1 2026

$782.0K

Free Cash Flow

Q1 2026

$-2.8M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+3.2% YoY

$97.8MFY 2025

FY21 $73.1MFY22 $68.7MFY24 $94.7MFY25 $97.8M

Net Income

+220.1% YoY

$7.1MFY 2025

FY21 $9.8MFY22 $-4.6MFY24 $2.2MFY25 $7.1M

Operating Income

+499.2% YoY

$5.0MFY 2025

FY21 $6.0MFY22 $-4.9MFY24 $830.0KFY25 $5.0M

EPS (Diluted)

+203.8% YoY

$0.79FY 2025

FY21 $1.23FY22 $-0.59FY24 $0.26FY25 $0.79

Total Assets

+8.2% YoY

$162.3MFY 2025

FY21 $139.6MFY22 $146.4MFY24 $150.0MFY25 $162.3M

Op. Cash Flow

-10.4% YoY

$18.9MFY 2025

FY21 $19.4MFY22 $51.5MFY24 $21.1MFY25 $18.9M

Metric	FY 2025	FY 2024	FY 2022	FY 2021	FY 2020	FY 2017
Revenue	$97.8M +3.2%	$94.7M +37.9%	$68.7M -6.0%	$73.1M +12.2%	$65.1M -51.3%	$133.8M
Net Income	$7.1M +220.1%	$2.2M +147.8%	$-4.6M -147.4%	$9.8M +209.1%	$-8.9M -144.8%	$20.0M
Operating Income	$5.0M +499.2%	$830.0K +117.0%	$-4.9M -181.8%	$6.0M +272.9%	$-3.4M -110.2%	$33.9M
EPS (Diluted)	$0.79 +203.8%	$0.26 +144.1%	$-0.59 -148.0%	$1.23 +209.8%	$-1.12 -147.1%	$2.38
Total Assets	$162.3M +8.2%	$150.0M +2.4%	$146.4M +4.9%	$139.6M -6.4%	$149.2M -22.6%	$192.7M
Operating Cash Flow	$18.9M -10.4%	$21.1M -59.0%	$51.5M +165.6%	$19.4M +298.4%	$-9.8M -120.4%	$48.0M

AI Insight: WHG Financial Trends

WHG shows modest revenue growth but deteriorating profitability and cash flow trends in latest quarter.

• Revenue grew from $26M in Q4 2024 to $27M in Q4 2025, up 4% year-over-year.

• Operating income turned negative to -$1M in Q1 2026 from $2M in Q4 2025.

• Operating cash flow declined from $8M in Q4 2025 to -$3M in Q1 2026.

• Equity remained stable around $120-126M range across all reported periods.

⚠ Net income fell to $1M in Q1 2026, the lowest level since Q2 2024's breakeven.

⚠ Operating margin volatility with swings from positive to negative across recent quarters.

AI Insight: WHG Ratio Trends

WHG shows highly volatile profitability with operating margins swinging from -6.6% to 12.2% across quarters, indicating unstable earnings generation.

• Operating margin deteriorated from 10.0% in Q4 2024 to -6.0% in Q1 2026, marking second negative quarter in recent periods.

• ROE declined from 12.0% in Q4 2023 to 2.5% in Q1 2026, reflecting weakening shareholder returns over time.

• ROIC turned negative again at -4.8% in Q1 2026 after brief positive periods, showing poor capital efficiency.

⚠ Extreme quarterly volatility in operating margins suggests underlying business model instability or seasonal concentration risks.

⚠ Net profit margin compressed from 8.0% in Q4 2024 to 3.1% in Q1 2026 despite revenue generation continuing.

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Available Research

13F Pro tracks comprehensive data for WESTWOOD HOLDINGS GROUP INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of WHG

Allspring Global Investments Holdings, LLC
$9.7M613,114 sh
BlackRock, Inc.
$8.4M509,415 sh
Settian Capital LP
$7.7M470,515 sh
WESTWOOD HOLDINGS GROUP INC
$7.3M444,245 sh
GAMCO INVESTORS, INC. ET AL
$7.3M443,800 sh
North Star Investment Management Corp.
$6.3M380,809 sh
RENAISSANCE TECHNOLOGIES LLC
$5.8M350,767 sh
VANGUARD CAPITAL MANAGEMENT LLC
$5.3M320,516 sh
DIMENSIONAL FUND ADVISORS LP
$4.6M279,685 sh
KING LUTHER CAPITAL MANAGEMENT CORP
$3.0M185,000 sh

Fund	Value	Shares
Allspring Global Investments Holdings, LLC	$9.7M	613,114
BlackRock, Inc.	$8.4M	509,415
Settian Capital LP	$7.7M	470,515
WESTWOOD HOLDINGS GROUP INC	$7.3M	444,245
GAMCO INVESTORS, INC. ET AL	$7.3M	443,800
North Star Investment Management Corp.	$6.3M	380,809
RENAISSANCE TECHNOLOGIES LLC	$5.8M	350,767
VANGUARD CAPITAL MANAGEMENT LLC	$5.3M	320,516
DIMENSIONAL FUND ADVISORS LP	$4.6M	279,685
KING LUTHER CAPITAL MANAGEMENT CORP	$3.0M	185,000

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Is WHG a good stock to buy?

13F Pro's AI-powered analysis of WESTWOOD HOLDINGS GROUP INC (WHG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WHG are available on the WHG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own WHG?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WHG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of WESTWOOD HOLDINGS GROUP INC's investment landscape.