# Westwood Holdings (WHG) — Overview

WHG · NYSE · Stock

Canonical page: https://www.lighthorse.io/tickers/whg

## Price

Last close $19.13 on Oct 15, 2026. 52-week range $14.76 – $20.34.

## Company profile

Westwood Holdings Group Inc manages investment assets and provides services for clients through subsidiaries. It operates its business through the Advisory and Trust segments. Its Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and its advisory segment sponsors common trust funds to institutions and high net-worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of its revenue from the United States, and also has its presence in Canada.

## Financials

| Metric | Value |
| --- | --- |
| Revenue (trailing twelve months) | $101.7M |
| Revenue (quarter) | $25.3M |
| Revenue growth (year over year) | 9.62% |
| Gross profit (trailing twelve months) | $93.9M |
| Gross margin | 92.35% |
| Net income (trailing twelve months) | $7.9M |
| Net income (quarter) | $1.5M |
| Net income growth (year over year) | 48.11% |
| Net margin | 7.75% |
| Return on equity | 6.38% |
| EPS (trailing twelve months) | $0.93 |
| Book value per share | $13.24 |
| P/E (trailing twelve months) | 23.2 |
| Price to book | 1.4 |
| Debt to assets | 17.97% |
| Payout ratio | 79.86% |
| Dividend yield | 3.12% |

## Frequently Asked Questions

### Is Westwood Holdings (WHG) profitable?

Yes. Westwood Holdings earned $7.9M in net income over the trailing twelve months, a net margin of 7.75%.

### How much revenue does Westwood Holdings (WHG) make?

Westwood Holdings generated $101.7M in revenue over the trailing twelve months, up 9.62% year over year.

### What is WHG's P/E ratio?

Westwood Holdings trades at 23.2 times trailing twelve-month earnings, on an EPS of $0.93.

### How do I buy stock in Westwood Holdings (WHG)?

WHG trades commission-free with a Light Horse Securities brokerage account — from the mobile app, the web at [Light Horse Dashboard](https://portal.lighthorse.io), the trading API, or an [AI agent connected over MCP](/instructions/ai/claude). The trade panel on this page places the order once you are signed in.

---

Quotes and charts are not real-time and must not be relied on for trade decisions or valuation.

This page is for informational purposes only. Nothing on it is a recommendation, solicitation or offer to buy or sell any security, nor investment, legal or tax advice. Light Horse Securities Inc does not verify third-party data and is not responsible for its accuracy, completeness or timeliness.

Data provided by [AInvest](https://www.ainvest.com).