WESTWOOD HOLDINGS GROUP INC
About WESTWOOD HOLDINGS GROUP INC
Westwood Holdings Group Inc manages investment assets and provides services for clients through subsidiaries. It operates its business through the Advisory and Trust segments. Its Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and its advisory segment sponsors common trust funds to institutions and high net-worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of its revenue from the United States, and also has its presence in Canada.
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Financial summary
- Revenue FY2025
- $97.8M
- Net income
- $7.1M
- Total assets
- $162.3M
- Market cap
- $163.9M
- Operating margin
- 5.1%
- Net margin
- 7.2%
Source: SEC EDGAR · updated Jun 7, 2026
Revenue & profit trend
Financial statements
Income statement
- Revenue
- $97.8M
- Operating expenses
- $92.8M
- Operating income
- $5.0M
- Income tax
- $2.6M
- Net income
- $7.1M
Balance sheet
- Total assets
- $162.3M
- Current assets
- $162.3M
- Total liabilities
- $35.6M
- Current liabilities
- $35.6M
- Shareholders’ equity
- $126.7M
Cash flow
- Operating cash flow
- $18.9M
- Investing cash flow
- -$3.7M
- Financing cash flow
- -$7.9M
- Net cash flow
- $7.4M
Statements via Polygon.io (SEC filings)
15-minute delayed · data by Polygon.io
Past year
52-week range
- Market cap
- $163.9M
- Dividend yield
- 3.52%
- Shares outstanding
- 9.6M
- Open
- —
- Day range
- –
- Prev close
- —
- Volume
- —
- IPO date
- Jul 1, 2002
Market data by Polygon.io · prices are 15-minute delayed
At a glance
- Profitable — net income of $7.1M in FY2025.
- Revenue grew 34% from FY2021 to FY2025.
- Trading 10% below its 52-week high.
- Pays a dividend yielding about 3.52% annually.
Automatically generated from public filings and market data. Informational only — not investment advice or a recommendation to buy or sell any security.
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