Westwood Holdings Group, Inc. revenue by segment WHG

Annual Quarterly

Westwood Holdings Group, Inc. splits its revenue into 8 lines in its filings. The largest line in fiscal 2025, which ended Dec 31, 2025 was Asset Management1 at $74.7 million, 76% of the total.

USD in millions. The percent under a figure is the change from the year before.

Line	FY 2026 Sep 30, 2026	FY 2025 Dec 31, 2025	FY 2024 Dec 31, 2024	FY 2023 Dec 31, 2023	FY 2022 Dec 31, 2022	FY 2021 Dec 31, 2021	FY 2020 Dec 31, 2020	FY 2019 Dec 31, 2019	FY 2018 Dec 31, 2018	FY 2017 Dec 31, 2017	FY 2016 Dec 31, 2016
Revenue	104	98	95	90	69	73	65	84	122	134	123
Asset Management1	—	75 +7.1% share 76.4%	70 share 73.6%	—	47 share 68.0%	—	—	57 share 67.8%	—	—	—
Mutual Fund Advisory Member	—	—	29 -2.6% share 30.6%	30 +46.9% share 33.1%	20 +15.6% share 29.5%	18 +52.4% share 24.0%	11 -40.4% share 17.6%	19 -35.3% share 22.9%	30 -1.3% share 24.4%	30 share 22.6%	—
Trust Fee	—	—	—	—	22 share 31.6%	—	—	25 -12.0% share 30.3%	29 share 23.7%	—	—
Fiduciary And Trust	—	22 +0.6% share 22.1%	21 +5.8% share 22.6%	20 -6.7% share 22.5%	22 -9.8% share 31.6%	24 +2.0% share 32.9%	24 -7.5% share 36.2%	25 -12.0% share 30.3%	29 share 23.7%	—	—
Private Wealth Advisory	—	5 share 4.8%	—	1 +45.6% share 1.3%	1 +17.3% share 1.2%	1 +46.0% share 0.9%	0 +3.1% share 0.7%	0 +98.3% share 0.5%	0 share 0.2%	—	—
Performancefee	—	—	—	—	1 -47.8% share 1.5%	2 share 2.7%	—	1 -74.4% share 0.9%	3 +111.5% share 2.4%	1 share 1.1%	—
Investment Performance	—	1 -37.3% share 0.9%	1 +10.1% share 1.5%	1 +24.3% share 1.4%	1 -69.5% share 1.5%	3 +18.8% share 4.6%	3 +267.5% share 4.3%	1 -74.4% share 0.9%	3 +111.5% share 2.4%	1 share 1.1%	—
Trust Performance Based Fees	—	0 -46.1% share 0.3%	0 +38.1% share 0.5%	0 share 0.4%	—	0 -72.4% share 0.1%	0 share 0.6%	—	—	—	—

How these figures are calculated

Annual columns are full-year amounts from the annual report (Form 10-K, 20-F, or 40-F). If a company restates a year, the latest filed number is shown. USD in millions. Each group is a separate split of total revenue, so the groups are not added together. Share of revenue is that line divided by total revenue. The first column adds the latest year-to-date segment amount to the last fiscal year and subtracts the year-ago year-to-date amount. More on our methodology.

Company profile

Industry: Investment Advice (SIC 6282)
Listed as: WHG (NYSE)
Fiscal year ends: December 31
Incorporated in: DE
Headquarters: Dallas, TX
SEC filer status: Non-accelerated filer, Smaller reporting company
SEC CIK: 1165002

Other Investment Advice companies

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Source: SEC EDGAR filings. This is company-reported data, not investment advice.