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Westwood Holdings Group Inc (WHG)

WHG trades on NYSE in Finance, Investment Managers. Numbers below come from the Nasdaq screener and SEC filings, each with its source.

Price · October 14, 2026
$19.07
+1.81% on the day
Market cap
$182.0M
Micro cap
Revenue · 2025
$97.8M
+3.2% on 2024
Net income · 2025
$7.1M
7.2% net margin

Price, change, market cap, sector and industry: Nasdaq stock screener, as of October 14, 2026. Revenue: SEC XBRL frames, calendar 2025.

Profile

FieldValue
TickerWHG on NYSE
SectorFinance
IndustryInvestment Managers
CountryUnited States
IPO yearNot reported by the screener
SEC CIK0001165002
SEC industry codeInvestment Advice
Incorporated inDE

Financials · 2025

LineValue
Revenue$97.8M
Net income$7.1M
Operating income$5.0M
Net margin7.2%
Operating margin5.1%
Revenue growth+3.2%
Cash$26.2M
Total assets$162.3M
P/E (computed)25.7×
P/S (computed)1.9×

Key SEC documents

DocumentFormFiled
Latest annual report10-K2026-03-04
Latest quarterly / interim10-Q2026-08-06
Latest current report8-K2026-08-06
Latest proxyDEF 14A2026-03-13

Source: SEC EDGAR submissions feed, 1,003 recent filings. All filings on EDGAR.

Peers in Investment Managers

TickerCompanyPriceDayMarket cap
ETXEaton Vance Municipal Income 2028 Term Trust Common Shares of Beneficial Interest$17.51+0.34%$190.6M
RILYBRC Group Holdings Inc.$4.88-6.33%$160.3M
SARSaratoga Investment Corp New$15.07+0.94%$234.5M
GGZGabelli Global Small and Mid Cap Value Trust (The) Common Shares of Beneficial Interest$15.25+0.66%$135.3M
MLCILMount Logan Capital Inc. 8.00% Notes Due 2031$22.40-0.09%$250.6M
ARDCAres Dynamic Credit Allocation Fund Inc. Common Shares$11.36-0.53%$260.3M
RMMZRiverNorth Managed Duration Municipal Income Fund II Inc.$13.39+1.13%$264.3M
SAMGSilvercrest Asset Management Group Inc.$10.52+2.43%$124.6M

The full dossier has every filing, three years of financials, private raises and the people who signed them.

Open the full dossier