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Companies/Westwood Holdings Group, Inc.
Company profile

Westwood Holdings Group, Inc.

NYSE: WHG · Financial Services · Financial - Capital Markets
PublicHQ Dallas, TX · DallasCIK 0001165002Reports USD
#341 of 1,011 Financial Services companies by revenue36th-percentile growth
EA Score
69B
FH 64DQ 91GM 47SS 60
v0.1 · 65/100 weight · provisional
↑ 3-yr revenue growth, filing timeliness · ↓ growth stability, revenue growth (YoY)
Methodology →
Revenue TTM
$99.5M
Rev growth YoY (TTM)
+4.4%
Net income (FY)
$7.1M
Employees
151
Market cap
$189.5M
OverviewFinancialsSegmentsFilingsESGPeople & Places

Financials — latest annual

SEC EDGAR · USD-normalized
ConceptUSDNativeFY
Revenue$97.8M$97.8M2025
Net income$7.1M$7.1M2025
Operating income$5.0M$5.0M2025
Total assets$162.3M$162.3M2025
Liabilities$35.6M$35.6M2025
Equity$125.6M$125.6M2025

Revenue trend

FY2023 – FY2025 · USD
$15.6M
FY23
$15.4M
FY23
$89.8M
FY23
$17.2M
FY24
$15.6M
FY24
$15.4M
FY24
$94.7M
FY24
$97.8M
FY25

Revenue by segment

Filed disclosures · FY2025
By product
Asset Management77%
Fiduciary and Trust22%
Investment Performance1%
Trust performance-based fees0%
By geography
UNITED STATES99%
CANADA1%
The read

Westwood Holdings Group, Inc. booked $97.8M in FY2025 revenue, growing 3.2% year over year — slower than 64% of Financial Services companies we track, at a 7.2% net margin.

Peers · Financial Services
CSB Bancorp, Inc.——Landmark Bancorp, Inc.——SC II Acquisition Corp. Units——Eagle Bancorp Montana, Inc.——
Neighbors
Dallas →
Caterpillar Inc.$67.6B80B+Texas Instruments Incorporated$17.7B86AAT&T Inc.$125.6B82B+McKesson Corporation$403.4B85AStrive, Inc. Variable Rate Series A Perpetual Preferred Stock$1.5M28DEnergy Transfer LP$85.5B70B
Key facts
CEOBrian O'Connor Casey
SectorFinancial Services
IndustryFinancial - Capital Markets
HeadquartersDallas, TX
ExchangeNYSE: WHG
Employees151
IPO date2002-06-13
Latest filings
8-K2026-05-058-K2026-04-3010-Q2026-04-30DEF 14A2026-03-1310-K2026-03-048-K2026-02-138-K2025-10-3010-Q2025-10-30
Financials: SEC EDGAR (XBRL), USD-normalized per IAS 21 · TTM/quarterly + segments: FMP from filed disclosures · Filings: EDGAR submissions. County headcount and EA Score are in progress — see docs/DATA_GAPS.md.
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