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WHG Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
16.060
Open
16.060
VWAP
16.06
Vol
142.00
Mkt Cap
151.43M
Low
16.060
Amount
2.28K
EV/EBITDA(TTM)
--
Total Shares
9.49M
EV
113.54M
EV/OCF(TTM)
5.34
P/S(TTM)
1.86
Westwood Holdings Group, Inc. manages investment assets and provides services for its clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C., Broadmark Asset Management LLC, and Salient Capital L.P. The Company's segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals; sub-advisory; pooled investment vehicles, including collective investment trusts. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors for institutions and high-net-worth individuals. Its advisory business encompasses six distinct investment capabilities, including United States (U.S.) Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, Income Alternatives and Managed Investment Solutions.
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Events Timeline

(ET)
2026-01-14
08:10:00
Westwood Energy Secondaries Fund II Closes with Over $300M Raised
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2025-10-27 (ET)
2025-10-27
08:12:55
WEBs Investments reveals new names for Defined Volatility ETF lineup
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2025-07-23 (ET)
2025-07-23
08:06:02
WEBs Investments expands Defined Volatility ETF suite
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2025-06-03 (ET)
2025-06-03
08:11:55
Westwood Holdings Group appoints Ryan to board of directors
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2025-05-09 (ET)
2025-05-09
08:09:16
Westwood Holdings Group appoints Randy Bowman to Chairman of Board
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2025-03-06 (ET)
2025-03-06
08:20:30
Westwood Holdings Group names Hoak, Murray to board of directors
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2024-12-17 (ET)
2024-12-17
07:08:42
Westwood Holdings Group, WEBs Investments launch Defined Volatility ETF Series
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2024-10-28 (ET)
2024-10-28
08:45:34
Westwood Holdings Group invests in venture with ETF leader Ben Fulton
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News

seekingalpha
9.5
05-01seekingalpha
Westwood Holdings Group Reports Q1 2026 Earnings Insights
  • AUM Growth: Westwood Holdings reported an increase in assets under management (AUM) to $18.3 billion in Q1 2026, up from $17.4 billion at the end of 2025, indicating strong performance in energy and real asset strategies despite slight declines in U.S. value equity.
  • Revenue and Earnings: The company generated total revenues of $25 million in the first quarter, down from $27.1 million in the previous quarter, with a net income of $0.8 million or $0.09 per share, reflecting the impact of market volatility, while non-GAAP earnings stood at $2.8 million or $0.31 per share, showcasing resilience in profitability.
  • Dividend Policy: The Board approved a regular cash dividend of $0.15 per common share, payable on July 1, 2026, to stockholders of record on June 1, 2026, indicating the company's commitment to returning value to shareholders while maintaining cash flow.
  • Future Outlook: Management expects to commence fundraising for Westwood Energy Secondaries Fund III by early 2027 and remains optimistic about the SMidCap strategy, anticipating the acquisition of new institutional clients in the coming months, which could further drive company growth.
NASDAQ.COM
2.0
04-30NASDAQ.COM
Westwood (WHG) Q1 2026 Earnings Transcript
seekingalpha
9.5
04-30seekingalpha
Westwood Holdings Reports Q1 Earnings Highlights
  • Earnings Report: Westwood Holdings reported a Q1 GAAP EPS of $0.09, indicating resilience in the face of market volatility, although year-over-year growth remains limited.
  • Revenue Growth: The company achieved revenue of $24.96 million in Q1, reflecting a 7.1% year-over-year increase, showcasing ongoing improvements in asset management and client demand despite facing $1 billion in AUM outflows.
  • Client Mandate: Westwood announced a new client mandate worth $450 million, which not only enhances its asset management capabilities but also lays a foundation for future growth, particularly in the ETF sector.
  • ETF Development: Despite facing outflows, Westwood is actively promoting ETF growth, demonstrating its strategic commitment to diversifying investment products aimed at attracting more investors.
Newsfilter
8.5
02-19Newsfilter
Westwood Enhanced Income ETFs Surpass $250 Million in AUM
  • AUM Milestone: Westwood's Enhanced Income Series ETFs have surpassed $250 million in assets under management, indicating strong investor demand and confidence in income-generating investments as a core portfolio component.
  • Strong Midstream ETF Performance: The Westwood Salient Enhanced Midstream Income ETF has also reached $200 million in assets, providing access to an actively managed portfolio of midstream and MLP energy infrastructure companies, thereby reinforcing the company's market position in the energy sector.
  • Diversified Income Opportunities: These ETFs not only deliver cash flow but also offer structural durability to help investors weather market volatility, reflecting the essential role of income-oriented investments in portfolios and meeting investors' needs for resilience and flexibility.
  • Innovative Product Suite: Westwood's ETF offerings include YLDW and WEEI, designed to provide robust tools for generating high distributable monthly income through dividend yield and options premiums, further enhancing the company's competitiveness across diverse asset classes.
seekingalpha
8.5
02-17seekingalpha
Westwood to Liquidate LBRTY Global Equity ETF Following Review
  • Liquidation Announcement: Westwood Holdings Group has announced plans to cease trading of the LBRTY Global Equity ETF on February 27, 2026, and liquidate its assets by March 6, 2026, indicating a strategic reassessment of its ETF offerings.
  • Final Trading Day: The last day for trading the fund will be February 27, 2026, when it will stop accepting creation units from authorized participants, compelling investors to make timely decisions to avoid potential losses.
  • Shareholder Cash Distribution: Shareholders remaining in the fund on the liquidation date will receive cash at the net asset value of their shares, including capital gains and dividends, which may have tax implications that require advance planning.
  • Market Reaction: Following the liquidation announcement, Westwood Holdings' stock rose by 0.12% in after-hours trading to $16.65, reflecting a positive market response to the company's strategic adjustments.
Newsfilter
8.5
02-17Newsfilter
Westwood to Liquidate LBRTY Global Equity ETF Amid Review
  • Liquidation Announcement: Westwood Holdings Group has announced plans to close and liquidate the LBRTY Global Equity ETF on February 27, 2026, indicating ongoing reviews of its ETF offerings, which may impact investor confidence and market performance.
  • Trading Deadline: The last day for trading the Fund's shares will be February 27, 2026, when it will cease accepting creation units from authorized participants, requiring investors to sell their holdings beforehand, potentially incurring customary brokerage fees that could affect liquidity.
  • Asset Liquidation Plan: The Fund is expected to cease operations and distribute liquidation proceeds on March 6, 2026, with shareholders receiving cash at the net asset value, which may be treated as a taxable event, prompting investors to consult tax advisors regarding implications.
  • Investor Risk Advisory: During the liquidation period, the Fund's portfolio will shift to cash or other liquid assets, which may result in a failure to track its investment objectives, necessitating careful risk assessment by investors.

Valuation Metrics

The current forward P/E ratio for Westwood Holdings Group Inc (WHG.N) is 24.88, compared to its 5-year average forward P/E of 4.85. For a more detailed relative valuation and DCF analysis to assess Westwood Holdings Group Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
4.85
Current PE
24.88
Overvalued PE
10.55
Undervalued PE
-0.85

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
0.00
Current EV/EBITDA
0.00
Overvalued EV/EBITDA
0.00
Undervalued EV/EBITDA
0.00

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PS
0.67
Current PS
0.00
Overvalued PS
0.82
Undervalued PS
0.53

Financials

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Frequently Asked Questions

What is Westwood Holdings Group Inc (WHG) stock price today?

The current price of WHG is 16.06 USD — it has increased 0.63

What is Westwood Holdings Group Inc (WHG)'s business?

Westwood Holdings Group, Inc. manages investment assets and provides services for its clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C., Broadmark Asset Management LLC, and Salient Capital L.P. The Company's segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals; sub-advisory; pooled investment vehicles, including collective investment trusts. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors for institutions and high-net-worth individuals. Its advisory business encompasses six distinct investment capabilities, including United States (U.S.) Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, Income Alternatives and Managed Investment Solutions.

What is the price predicton of WHG Stock?

Wall Street analysts forecast WHG stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for WHG is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Westwood Holdings Group Inc (WHG)'s revenue for the last quarter?

Westwood Holdings Group Inc revenue for the last quarter amounts to 354.00K USD, decreased -98.48

What is Westwood Holdings Group Inc (WHG)'s earnings per share (EPS) for the last quarter?

Westwood Holdings Group Inc. EPS for the last quarter amounts to 0.09 USD, increased 80.00

How many employees does Westwood Holdings Group Inc (WHG). have?

Westwood Holdings Group Inc (WHG) has 148 emplpoyees as of May 07 2026.

What is Westwood Holdings Group Inc (WHG) market cap?

Today WHG has the market capitalization of 151.43M USD.