WHG - Westwood Holdings Group Inc logo

Westwood Holdings Group Inc

WHG

Westwood Holdings Group manages investment assets through its Advisory and Trust segments, offering advisory services to retirement plans, endowments, and individuals, along with trust and custodial services for institutions and high net worth clients.

๐Ÿ’ฒ Financial Services NYSE Listed 2002 $ USD
$1,000 invested 20 years ago โ†’$2,379today

Score Overview

1 Year
Score
Net Growth11.22%
Net TrendGrew
Net Income Consistencyโ€”
Rev Growth4.03%
Rev TrendGrew
Revenue Consistencyโ€”
5 Years
Score5.5
Net Growth-19.38%
Net Trend60%
Net Income Consistencyโ€”
Rev Growth39.21%
Rev Trend80%
Revenue Consistencyโ€”
10 Years
Score
Net Growth-65.24%
Net Trend50%
Net Income Consistency
Rev Growth-17.33%
Rev Trend60%
Revenue Consistency
20 Years
Score4.0
Net Growth74.60%
Net Trend55%
Net Income Consistency
Rev Growth271.65%
Rev Trend70%
Revenue Consistency
All Time
Score
Net Growth51.05%
Net Trend50%
Net Income Consistency
Rev Growth370.31%
Rev Trend67%
Revenue Consistency

Explore the 2021 public Archive ranking โ†’

Where Westwood Holdings Group Inc has ranked, year by year

Measure
Fundamentals Window

Showing 10 years ranking history by HDB Score.

Has not reached the top 50 on HDB Score in any year we have ranked.

  • WHG

2013: 29.4% ยท 2021: 94.3% ยท free through 2021 ยท longest runs

Net Income x Stock Price

Historical Returns

Historical Returns
PeriodPriceReturn
Last Price2026-09-29
$ 19.00โ€”
1 Year2025-09-29
$ 15.9619.06%
5 Years2021-09-29
$ 15.2924.24%
10 Years2016-09-29
$ 29.91-36.47%
20 Years2006-09-29
$ 7.99137.85%
All Time2002-06-13
$ 5.09273.00%

Prices are split & dividend adjusted. All values are reported in USD.

Fundamental Data

Reported in USD

Year
TTM$ 101M$ 7M$ 22M
2025$ 97M$ 7M$ 47M
2024$ 94M$ 2M$ 46M
2023$ 89M$ 10M$ 53M
2022$ 68M-$ 4M$ 39M
2021$ 73M$ 9M$ 80M
2020$ 65M-$ 8M$ 82M
2019$ 84M$ 5M$ 100M
2018$ 122M$ 26M$ 118M
2017$ 133M$ 19M$ 105M
2016$ 123M$ 22M$ 90M
2015$ 130M$ 27M$ 95M
2014$ 113M$ 27M$ 97M
2013$ 91M$ 17M$ 75M
2012$ 77M$ 12M$ 63M
2011$ 68M$ 14M$ 60M
2010$ 55M$ 11M$ 45M
2009$ 42M$ 7M$ 45M
2008$ 46M$ 10M$ 31M
2007$ 36M$ 7M$ 26M
2006$ 27M$ 4M$ 20M
2005$ 21M$ 3M$ 19M
2004$ 19M$ 3M$ 19M
2003$ 20M$ 4M$ 21M
IPO2002$ 21M$ 5M$ 18M
WHG - Westwood Holdings Group Inc logo

Westwood Holdings Group Inc fundamental performance

Between 2020 and 2025, revenue grew from $ 65M to $ 97M and net income went from -$ 8M to $ 7M. Revenue increased in 4 of those 5 years; net income in 3.

Across Westwood Holdings Group Inc's full reported history, from 2002 to 2025, revenue grew from $ 21M to $ 97M and net income grew from $ 5M to $ 7M. Revenue increased in 67% of the years measured; net income in 50%.

Westwood Holdings Group Inc currently holds a 20-year HDB Score of 4.0 out of 10. How the HDB Score is calculated.

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