stock
WHG · WESTWOOD HOLDINGS GROUP INC
What WESTWOOD HOLDINGS GROUP INC reports to the SEC, read from its filings.
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The live WHG price and today's change.
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Thirty days of daily bars, with signal levels drawn on them.
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The latest signal group Nakagai's scanner recorded on WHG.
Sign in to see thisOptions positioning
Gamma exposure levels from the options market.
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Trend, momentum and volatility gauges per timeframe.
Sign in to see thisWhat it is
- Industry
- Investment Advice (SIC 6282)
- Filer (SEC EDGAR)
- EDGAR filing index
- Shares outstanding
- 9,484,473 as of 2026-02-27 (XBRL frame CY2026Q1I)
Key stats
Valuation
- P/E
- Locked
- P/S
- Locked
- P/B
- Locked
- Enterprise value
- Locked
- EV/EBIT
- Locked
- FCF yield
- Locked
Margins
- Gross
- —
- Operating
- 4.7%
- Net
- 7.7%
Returns
- ROE
- 6.2%
- ROA
- 5.1%
Health
- Current ratio
- —
- Debt/equity
- —
Deep value
- NCAV
- —
- NCAV per share
- —
- Price/NCAV
- Locked
- NNWC
- —
- NNWC per share
- —
- Price/NNWC
- Locked
Valuation and the price multiples are built on the live price. Trailing twelve months to 2026-06-30; balance sheet at 2026-06-30.
Sign in to see thisDebt is long-term debt and its current portion. Commercial paper and short-term borrowings are not counted.
Results
| Period end | Revenue | Gross profit (not reported by this company) | Operating income | Net income | Filing |
|---|---|---|---|---|---|
| 2026-06-30 | $25.34M | —Gross profit: unreported by this company. | $2.06M | $1.53M | 10-Q filed 2026-08-06 |
| 2026-03-31 | $24.97M | —Gross profit: unreported by this company. | -$1.50M | $782,000 | 10-Q filed 2026-04-30 |
| 2025-12-31 | $27.10M | —Gross profit: unreported by this company. | $2.16M | $1.84M | 10-K filed 2026-03-04 Derived: the full year minus the first three quarters, not a figure this filer reported as a quarter. |
| 2025-09-30 | $24.29M | —Gross profit: unreported by this company. | $2.01M | $3.73M | 10-Q filed 2025-10-30 |
| 2025-06-30 | $23.12M | —Gross profit: unreported by this company. | $868,000 | $1.03M | 10-Q filed 2026-08-06 |
| 2025-03-31 | $23.25M | —Gross profit: unreported by this company. | -$68,000 | $477,000 | 10-Q filed 2026-04-30 |
| 2024-12-31 | $20.46M | —Gross profit: unreported by this company. | $2.56M | -$3.13M | 10-K filed 2026-03-04 Derived: the full year minus the first three quarters, not a figure this filer reported as a quarter. |
| 2024-09-30 | $23.72M | —Gross profit: unreported by this company. | -$494,000 | -$1.18M | 10-K filed 2026-03-04 Assembled from more than one filing; the filing above is only the newest of them. |
- Assets
- $155.38M
- Equity
- $126.34M
Balance as of 2026-06-30.
Ten years
| Fiscal year end | Revenue | Operating income | Net income | Free cash flow |
|---|---|---|---|---|
| 2025-12-31 | $97.76M | $4.97M | $7.08M | $18.84M |
| 2024-12-31 | $94.72M | $830,000 | $2.21M | $21.01M |
| 2023-12-31 | $89.78M | $6.00M | $10.57M | -$1.33M |
| 2022-12-31 | $68.68M | -$4.87M | -$4.63M | $51.17M |
| 2021-12-31 | $73.05M | $5.96M | $9.76M | $19.21M |
| 2020-12-31 | $65.11M | -$3.45M | -$8.95M | -$9.86M |
| 2019-12-31 | $84.08M | $4.64M | $5.91M | $31.58M |
| 2018-12-31 | $122.30M | $35.94M | $26.75M | $30.49M |
| 2017-12-31 | $133.78M | $33.89M | $19.99M | $47.13M |
| 2016-12-31 | $123.02M | $34.01M | $22.65M | — |
Company filings
events
Results, Regulation FD disclosure
ResultsRegulation FD disclosureAug 68-KExecutive or director change, Shareholder vote results
Executive or director changeShareholder vote resultsMay 58-KResults, Regulation FD disclosure
ResultsRegulation FD disclosureApr 308-KResults, Regulation FD disclosure
ResultsRegulation FD disclosureFeb 138-KResults, Regulation FD disclosure
ResultsRegulation FD disclosure10/30/20258-K
5% owners ()
GAMCO INVESTORS, INC. ET AL
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Passive stake
Insiders, politicians and funds
Insider trades, last 90 days
No insider buys or sales filed in the last 90 days.
Politician trades, last 90 days
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Funds
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News
Stories that named WHG, and the market events around them.
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Signals on WHG come from a rule, not a model.
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