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WHG

Westwood Holdings Group, Inc.

Westwood Holdings Group, Inc. is classed by the SEC under Investment Advice (industry code 6282), based in Dallas, TX. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $98 million and a profit of $7 million (its filed statements).

Asset management business Investment Advice Dallas, TX filings since 2002 9 of 9 filed
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Sector peers: HNNASAMGVALUGROW

4.1/10headline grade
vs its business-model standard
2.7/10past 4.2/10present 5.4/10future

Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a asset management business: prior from its industry code (SEC 6282, Investment Advice); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.

The grade, in three tenses

Headline 4.1 out of ten, 9 of 9 metrics filed: past 2.7 out of ten, present 4.2 out of ten, future 5.4 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

  • Surviving crises (past): 1.7 out of ten. 2 warning events since 2017; the latest 2022-05-02. 17th percentile among 48 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Track record (past): 2.5 out of ten. -2.5% a year over 10 filed years; profitable in 8 of 10. 25th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Shareholder treatment (past): 3.6 out of ten. Share count grew 4.2% a year. 45% of cash flow returned. Insiders: 79 sales, 0 purchases. 36th percentile among 36 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Financial health (present): 4.6 out of ten. ROE 6%: 6¢ of profit per shareholder dollar. Leverage 23%: owes 23¢ per asset dollar. 46th percentile among 44 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Industry position (present): 3.5 out of ten. bottom 35% of 42 in its family; net margin 7.2%. 35th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Leadership (present): 4.8 out of ten. bottom 48% of 34 in its family for leadership; chief executive since 2006. 48th percentile among 34 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
  • Room to expand (future): 6.2 out of ten. top 38% of 41 in its family for room to expand. 62nd percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Growth drivers (future): 4.3 out of ten. bottom 43% of 41 in its family for growth drivers. 43rd percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Expectations vs reality (future): 5.9 out of ten. top 41% of 40 in its family for expectations against reality. 59th percentile among 40 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2026-03-04 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-06 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-06 (on EDGAR). Newest filing: Form N-PX, 2026-08-24. Filings on record since 2002. Read from EDGAR 2026-10-12.

Where the revenue comes from

Product and service lines in fiscal 2025: Asset Management1 77%, Fiduciary and Trust 22%, Investment Performance 1%, Trust Performance Based Fees under 1%. As tagged in its annual report (Form 10-K, filed 2026-03-04).

Who runs it

Casey, Brian O (CEO); Gomez, Fabian (President and COO); Forbes, Murray III (Chief Financial Officer); Byrne, Susan M (Co-Chief Investment Officer); Ehinger, John Anthony Jr (Head of Legal and Compliance); Helfert, Adrian (CIO, Multi-Asset Inv.); Linton, David O (Head of Distribution); Lockridge, Matthew (Head, U.S. Value Inv.); Ryan, Janice (director); Bowman, Randy A (director); and 3 more. 13 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.

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