# Westwood Holdings Group Inc: overview WHG · NYSE · CIK 1165002 · [Financials](/sectors/financials.md) · fiscal year ends Dec 31 Pages: [Overview](/companies/whg.md) · [Financials](/companies/whg/financials.md) · [Filings](/companies/whg/filings.md) · [Insiders](/companies/whg/insiders.md) Latest reported revenue: [$25.3m](/filings/0001165002-26-000049.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 6, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001165002-26-000049). ## Last eight quarters | Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q3 FY2025 (2025-03-31) | Q3 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) | | --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: | | Revenue | $m | [23.7](/filings/0001165002-25-000059.md) | [20.5](/filings/0001165002-26-000020.md) | [23.3](/filings/0001165002-26-000034.md) | [23.1](/filings/0001165002-26-000049.md) | [24.3](/filings/0001165002-25-000059.md) | [27.1 d](/filings/0001165002-26-000020.md) | [25.0](/filings/0001165002-26-000034.md) | [25.3](/filings/0001165002-26-000049.md) | | Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported | | Operating margin | % | [(2.1%)](/filings/0001165002-25-000059.md) | [12.5% d](/filings/0001165002-26-000020.md) | [(0.3%)](/filings/0001165002-26-000034.md) | [3.8%](/filings/0001165002-26-000049.md) | [8.3%](/filings/0001165002-25-000059.md) | [8.0% d](/filings/0001165002-26-000020.md) | [(6.0%)](/filings/0001165002-26-000034.md) | [8.1%](/filings/0001165002-26-000049.md) | | Net margin | % | [(5.0%)](/filings/0001165002-26-000020.md) | [(15.3%)](/filings/0001165002-26-000020.md) | [2.1%](/filings/0001165002-26-000034.md) | [4.5%](/filings/0001165002-26-000049.md) | [15.4%](/filings/0001165002-25-000059.md) | [6.9% d](/filings/0001165002-26-000020.md) | [3.1%](/filings/0001165002-26-000034.md) | [6.0%](/filings/0001165002-26-000049.md) | | Diluted EPS | $ per share | [(0.15)](/filings/0001165002-26-000020.md) | [(0.40)](/filings/0001165002-26-000020.md) | [0.05](/filings/0001165002-26-000034.md) | [0.12](/filings/0001165002-26-000049.md) | [0.41](/filings/0001165002-25-000059.md) | not reported | [0.09](/filings/0001165002-26-000034.md) | [0.17](/filings/0001165002-26-000049.md) | | Free cash flow | $m | [0.5 d](/filings/0001165002-25-000059.md) | [8.8 d](/filings/0001165002-26-000020.md) | [(4.9)](/filings/0001165002-26-000034.md) | [7.3 d](/filings/0001165002-26-000049.md) | [8.5 d](/filings/0001165002-25-000059.md) | [8.0 d](/filings/0001165002-26-000020.md) | [(2.8)](/filings/0001165002-26-000034.md) | [5.1 d](/filings/0001165002-26-000049.md) | - Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure. - Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure. - Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure. - Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure. - Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted. - Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure. ## Last five fiscal years | Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) | | --- | --- | ---: | ---: | ---: | ---: | ---: | | Revenue | $m | [73.1](/filings/0001165002-24-000022.md) | [68.7](/filings/0001165002-25-000022.md) | [89.8](/filings/0001165002-26-000020.md) | [94.7](/filings/0001165002-26-000020.md) | [97.8](/filings/0001165002-26-000020.md) | | Gross margin | % | not reported | not reported | not reported | not reported | not reported | | Operating margin | % | [8.2%](/filings/0001165002-24-000022.md) | [(7.1%)](/filings/0001165002-25-000022.md) | [6.7%](/filings/0001165002-26-000020.md) | [0.9%](/filings/0001165002-26-000020.md) | [5.1%](/filings/0001165002-26-000020.md) | | Net margin | % | [13.4%](/filings/0001165002-24-000022.md) | [(6.7%)](/filings/0001165002-25-000022.md) | [11.8%](/filings/0001165002-26-000020.md) | [2.3%](/filings/0001165002-26-000020.md) | [7.2%](/filings/0001165002-26-000020.md) | | Diluted EPS | $ per share | [1.23](/filings/0001165002-24-000022.md) | [(0.59)](/filings/0001165002-25-000022.md) | [1.17](/filings/0001165002-26-000020.md) | [0.26](/filings/0001165002-26-000020.md) | [0.79](/filings/0001165002-26-000020.md) | | Free cash flow | $m | [19.2](/filings/0001165002-24-000022.md) | [51.2](/filings/0001165002-25-000022.md) | [(1.3)](/filings/0001165002-26-000020.md) | [21.0](/filings/0001165002-26-000020.md) | [18.8](/filings/0001165002-26-000020.md) | - Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted. - Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing. ## Insider purchases and sales The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/whg/insiders.md) None in coverage. ## Funds that report holding it From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md) | Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before | | --- | --- | ---: | ---: | --- | --- | | [Allspring Global Investments Holdings, LLC](/funds/1890906.md) | 2026-06-30 | $11.4m | 592,567 | | Reduced −20,547 | | [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $11.2m | 582,224 | | Added +72,809 | | [WESTWOOD HOLDINGS GROUP INC](/funds/1165002.md) | 2026-06-30 | $9.9m | 518,966 | | Added +74,721 | | [Settian Capital LP](/funds/1911113.md) | 2026-06-30 | $9.0m | 470,515 | | Unchanged | | [GAMCO INVESTORS, INC. ET AL](/funds/807249.md) | 2026-06-30 | $8.5m | 443,800 | | Unchanged | | [North Star Investment Management Corp.](/funds/1342857.md) | 2026-06-30 | $7.4m | 387,800 | | Added +6,991 | | [RENAISSANCE TECHNOLOGIES LLC](/funds/1037389.md) | 2026-06-30 | $6.3m | 328,558 | | Reduced −22,209 | | [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $6.3m | 327,032 | | Added +6,516 | | [DIMENSIONAL FUND ADVISORS LP](/funds/354204.md) | 2026-06-30 | $5.5m | 284,446 | | Added +4,761 | | [KING LUTHER CAPITAL MANAGEMENT CORP](/funds/310051.md) | 2026-06-30 | $3.5m | 185,000 | | Unchanged | ## Recent filings [All 1,066 filings](/companies/whg/filings.md) | Filed | Accepted | Form | What it is | Accession | | --- | --- | --- | --- | --- | | 2026-08-12 | 16:37 ET | [SCHEDULE 13D/A](/filings/0000807249-26-000066.md) | Ownership report, active investor, amended | 0000807249-26-000066 | | 2026-08-06 | 16:21 ET | [10-Q](/filings/0001165002-26-000049.md) | Quarterly report, period 2026-06-30 | 0001165002-26-000049 | | 2026-08-06 | 16:16 ET | [8-K](/filings/0001165002-26-000047.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001165002-26-000047 | | 2026-05-05 | 16:11 ET | [8-K](/filings/0001165002-26-000037.md) | 5.02 Departure or appointment of officers or directors; 5.07 Shareholder vote results; 9.01 Financial statements and exhibits | 0001165002-26-000037 | | 2026-04-30 | 16:14 ET | [10-Q](/filings/0001165002-26-000034.md) | Quarterly report, period 2026-03-31 | 0001165002-26-000034 | | 2026-04-30 | 16:12 ET | [8-K](/filings/0001165002-26-000033.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001165002-26-000033 | | 2026-03-13 | 16:36 ET | [DEF 14A](/filings/0001165002-26-000026.md) | Proxy statement, period 2025-12-31 | 0001165002-26-000026 | | 2026-03-04 | 16:21 ET | [10-K](/filings/0001165002-26-000020.md) | Annual report, period 2025-12-31 | 0001165002-26-000020 | | 2026-02-13 | 16:12 ET | [8-K](/filings/0001165002-26-000005.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001165002-26-000005 | | 2025-10-30 | 16:16 ET | [10-Q](/filings/0001165002-25-000059.md) | Quarterly report, period 2025-09-30 | 0001165002-25-000059 | ## Latest annual report [Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001165002-26-000020.md), filed Mar 4, 2026. ## Forecast league Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/d8a235aa-df02-48a1-a742-fc911eb0a779) ## About the filer - CIK: 1165002 - Tickers: WHG - Exchange: NYSE - SIC code: 6282 Investment Advice - State of incorporation: DE - Filer category: Non-accelerated filer
Smaller reporting company Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 27, 2026, 17:32 ET. No prices; not investment advice.