Westwood Holdings Group, Inc. splits its revenue into 6 lines in its filings. The largest line in Q3 of fiscal 2026, the quarter ended Sep 30, 2026 was Investment Advisory Services at $9.9 million, 37% of the total.
USD in millions. The percent under a figure is the change from the same quarter a year earlier.
| Line |
TTM
Sep 30, 2026
|
Q3 FY2026
Sep 30, 2026
|
Q2 FY2026
Jun 30, 2026
|
Q1 FY2026
Mar 31, 2026
|
Q4 FY2025
Dec 31, 2025
|
Q3 FY2025
Sep 30, 2025
|
Q4 FY2024
Dec 31, 2024
|
Q3 FY2024
Sep 30, 2024
|
Q1 FY2024
Jun 30, 2024
|
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
104
|
27
|
25
|
25
|
27
|
24
|
26
|
15
|
23
|
| Asset Management1 |
—
|
—
|
—
|
—
|
20
+11.8%
share 74.3%
|
—
|
18
share 70.5%
|
—
|
—
|
| Investment Advisory Services |
—
|
10
-10.0%
share 37.1%
|
10
share 41.3%
|
11
share 42.5%
|
10
-1.2%
share 38.2%
|
11
+6.3%
share 45.1%
|
10
share 41.0%
|
10
share 66.9%
|
—
|
| Mutual Fund Advisory Member |
—
|
8
+7.8%
share 28.9%
|
8
share 29.9%
|
7
share 29.5%
|
8
-4.4%
share 29.5%
|
7
+4.1%
share 29.4%
|
8
share 32.7%
|
7
share 44.5%
|
—
|
| Fiduciary And Trust |
—
|
6
+2.8%
share 21.0%
|
5
share 21.2%
|
5
share 21.3%
|
6
+0.2%
share 20.8%
|
5
-0.6%
share 22.3%
|
6
share 22.0%
|
5
share 35.4%
|
—
|
| Other Revenue Misc Services |
—
|
2
+12971.4%
share 6.8%
|
1
share 2.4%
|
0
share 1.4%
|
0
+266.0%
share 0.6%
|
-0
-102.8%
share -0.1%
|
0
share 0.2%
|
0
share 3.2%
|
—
|
| Private Wealth Advisory |
—
|
2
+105.8%
share 6.3%
|
1
share 5.2%
|
1
share 5.2%
|
3
+362.6%
share 9.9%
|
1
+30.0%
share 3.3%
|
1
share 2.3%
|
1
share 4.0%
|
—
|
How these figures are calculated
Quarterly columns are single-quarter amounts. When a 10-Q reports only a year-to-date total, as cash flow statements do, the quarter is that total minus the previous quarter's year-to-date total. The fourth quarter is the annual report's full year minus the first nine months. A column marked YTD is a year-to-date total, shown when the earlier report needed for the single quarter is missing. 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
Source: SEC EDGAR filings. This is company-reported data, not investment advice.