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Westwood Holdings Group, Inc.

$18.79 +$1.16 (+6.58%)
NYSE · 11 Sep 2026 20:00 UTC
Previous Close
$18.67
Day Range
$18.51$18.97
Year Range
$14.7$20.97
Market Cap
178.21M
AVG Volume
22.55K
Trailing/Forward PE
20.2/-
PEG ratio
0.18
Dividend Yield
3.19%
Next Earnings Date
2026-10-29
Primary Exchange
New York Stock ExchangeUS
Revenue (USD)
050M100M150M2016201720182019202020212022202320242025
WHG Revenue (USD) by year
PeriodRevenue (USD)
202597.76M
202494.72M
202389.78M
202268.68M
202173.05M
202065.11M
201984.08M
2018122.3M
2017133.78M
2016123.02M
Net Income (USD)
-10M010M20M30M2016201720182019202020212022202320242025
WHG Net Income (USD) by year
PeriodNet Income (USD)
20257.06M
20242.27M
202310.57M
2022-4.63M
20219.76M
2020-8.95M
20195.91M
201826.75M
201719.99M
201622.65M
Operating Income (USD)
-20M020M40M2016201720182019202020212022202320242025
WHG Operating Income (USD) by year
PeriodOperating Income (USD)
20256.91M
2024830K
20236M
2022-4.87M
20215.96M
2020-3.45M
20194.64M
201835.94M
201737.9M
201634.01M
EBITDA (USD)
020M40M60M2016201720182019202020212022202320242025
WHG EBITDA (USD) by year
PeriodEBITDA (USD)
202514.12M
202410.68M
20238.27M
20226.38M
20218.33M
20201.41M
20199.12M
201834.86M
201740.82M
201636.94M
Cash Flows (USD)
-20M020M40M60M2016201720182019202020212022202320242025
WHG Cash Flows (USD) by year
PeriodCash Flows (USD)
202517.85M
202432.94M
2023-1.33M
202251.55M
202119.21M
2020-9.86M
201931M
201830.49M
201746.84M
201645.57M
EPS (USD)
-20242016201720182019202020212022202320242025
WHG EPS (USD) by year
PeriodEPS (USD)
20250.79
20240.25
20231.3
2022-0.59
20211.24
2020-1.15
20190.7
20183.13
20172.39
20162.77
Expenses (USD)
-10M010M20M30MSG&ACapex2016201720182019202020212022202320242025
WHG Expenses (USD) by year
PeriodExpenses (USD)
202514.16M
202418.98M
202319.54M
202211.86M
202122.08M
202022.61M
201925.51M
201826.14M
201728.16M
201626.17M
Cash & Debt (USD)
050M100M150MCashShort Term Debt2016201720182019202020212022202320242025
WHG Cash & Debt (USD) by year
PeriodCash & Debt (USD)
202547.68M
202446.54M
202353.1M
202239.2M
202180.23M
202082.56M
2019100.09M
2018118.23M
2017105.57M
201690.16M
Debt ratios
-2-1.5-1-0.5020182019202020212022202320242025
WHG Debt ratios by year
PeriodDebt ratios
2025-0.95
2024-1.29
2023-1.8
2022-1.31
2021-1.38
2020-0.87
2019-0.75
2018-0.68
Margins
0%25%50%75%100%2016201720182019202020212022202320242025
WHG Margins by year
PeriodMargins
202586.55%
202440.87%
202341.06%
202241.58%
202141.78%
202035.28%
201940.35%
201850.97%
201751.45%
201650%
Return on Capital
-10%0%10%20%2016201720182019202020212022202320242025
WHG Return on Capital by year
PeriodReturn on Capital
20255.53%
20241.85%
20238.63%
2022-4.18%
20218.28%
2020-6.84%
20193.99%
201816.6%
201712.78%
201615.5%
Shares Outstanding
02.5M5M7.5M10M2016201720182019202020212022202320242025
WHG Shares Outstanding by year
PeriodShares Outstanding
20258.42M
20248.16M
20238.01M
20227.78M
20217.84M
20207.83M
20198.39M
20188.38M
20178.18M
20167.99M
Dividends (USD)
01232017201820192020202120222023202420252026
WHG Dividends (USD) by year
PeriodDividends (USD)
20260.45
20250.6
20240.6
20230.6
20220.6
20212.95
20200.43
20192.88
20182.76
20172.54
Employee Count
0501001502002016201720182019202020212022202320242025
WHG Employee Count by year
PeriodEmployee Count
2025148
2024151
2023145
2022152
2021130
2020136
2019165
2018182
2017181
2016174
Book Value Per Share (USD)
051015202016201720182019202020212022202320242025
WHG Book Value Per Share (USD) by year
PeriodBook Value Per Share (USD)
202515.17
202414.99
202315.29
202214.23
202115.03
202016.69
201917.68
201819.22
201719.12
201618.28
Total Assets (USD)
050M100M150M200M2016201720182019202020212022202320242025
WHG Total Assets (USD) by year
PeriodTotal Assets (USD)
2025163.25M
2024149.99M
2023155.17M
2022146.43M
2021139.6M
2020149.15M
2019178.71M
2018199.18M
2017192.66M
2016179.68M
PE Ratio
0100200300400med 37.16Dec 24Apr 25Jul 25Oct 25Feb 26May 26Sep 26
WHG PE Ratio by year
PeriodPE Ratio
Sep 2620.64
Sep 2620.7
Aug 2621.72
Aug 2621.58
Aug 2621.36
Aug 2621.83
Jul 2622.13
Jul 2622.18
Jul 2622.85
Jul 2622.5
Jul 2623.06
Jun 2622.99
Jun 2621.44
Jun 2620.12
Jun 2619.93
May 2619
May 2618.47
May 2618.25
May 2618.95
May 2618.46
Apr 2619.57
Apr 2620.04
Apr 2619.04
Apr 2619.32
Mar 2618.95
Mar 2619.06
Mar 2618.76
Mar 2618.07
Feb 2619.46
Feb 2619.27
Feb 2620.53
Feb 2620.71
Jan 2621.25
Jan 2621
Jan 2621.35
Jan 2620.36
Jan 2620.47
Dec 2520.65
Dec 2521.93
Dec 2520.62
Dec 2519.13
Nov 2519.66
Nov 2519.26
Nov 2518.86
Nov 2519.4
Oct 2519.44
Oct 2537.9
Oct 2537.22
Oct 2536.7
Oct 2537.74
Sep 2538.24
Sep 2539.99
Sep 2538.61
Sep 2539.26
Aug 2540.21
Aug 2542.48
Aug 2540.64
Aug 2537.09
Aug 25310.53
Jul 25330.71
Jul 25298.79
Jul 25307.6
Jul 25284.67
Jun 25283.75
Jun 25293.29
Jun 25280.45
Jun 25281
May 25271.28
May 25275.5
May 25272.01
May 25281.55
May 25323.19
Apr 2559.15
Apr 2558.54
Apr 2555.59
Apr 2553.68
Mar 2560.41
Mar 2557.24
Mar 2556.02
Mar 2555.33
Feb 2545.92
Feb 2547.78
Feb 2548.97
Feb 2545.02
Jan 2544.73
Jan 2546.13
Jan 2544.76
Jan 2541.74
Jan 2544
Dec 2440.98
Dec 2444.47
Dec 2445.02
Dec 2444.82
Nov 2445.92
Nov 2447.29
Nov 2446.04
Nov 2444.91
Nov 2442.87
Oct 2418.7
Oct 2418.46
Free Cash Flow Yield
5%10%15%20%25%30%med 14.67%Dec 24Apr 25Jul 25Oct 25Feb 26May 26Sep 26
WHG Free Cash Flow Yield by year
PeriodFree Cash Flow Yield
Sep 269.66%
Sep 269.63%
Aug 269.18%
Aug 269.24%
Aug 269.33%
Aug 269.13%
Jul 2612.24%
Jul 2612.21%
Jul 2611.85%
Jul 2612.04%
Jul 2611.74%
Jun 2611.78%
Jun 2612.63%
Jun 2613.46%
Jun 2613.59%
May 2614.25%
May 2614.66%
May 2614.84%
May 2614.29%
May 2614.67%
Apr 2612.92%
Apr 2612.62%
Apr 2613.28%
Apr 2613.08%
Mar 2613.34%
Mar 2613.27%
Mar 2613.48%
Mar 2613.99%
Feb 2613.22%
Feb 2613.35%
Feb 2612.53%
Feb 2612.42%
Jan 2612.1%
Jan 2612.25%
Jan 2612.05%
Jan 2612.63%
Jan 2612.57%
Dec 2512.45%
Dec 2511.73%
Dec 2512.48%
Dec 2513.44%
Nov 2513.08%
Nov 2513.36%
Nov 2513.63%
Nov 2513.26%
Oct 2513.23%
Oct 2516.8%
Oct 2517.11%
Oct 2517.35%
Oct 2516.87%
Sep 2516.65%
Sep 2515.93%
Sep 2516.5%
Sep 2516.22%
Aug 2515.84%
Aug 2514.99%
Aug 2515.67%
Aug 2517.17%
Aug 2514.24%
Jul 2513.37%
Jul 2514.8%
Jul 2514.38%
Jul 2515.54%
Jun 2515.59%
Jun 2515.08%
Jun 2515.77%
Jun 2515.74%
May 2516.3%
May 2516.05%
May 2516.26%
May 2515.71%
May 2513.69%
Apr 2524.54%
Apr 2524.8%
Apr 2526.12%
Apr 2527.04%
Mar 2524.03%
Mar 2525.36%
Mar 2525.91%
Mar 2526.23%
Feb 2523.05%
Feb 2522.15%
Feb 2521.61%
Feb 2523.51%
Jan 2523.66%
Jan 2522.94%
Jan 2523.64%
Jan 2525.36%
Jan 2524.05%
Dec 2425.82%
Dec 2423.8%
Dec 2423.51%
Dec 2423.61%
Nov 2423.05%
Nov 2422.38%
Nov 2422.99%
Nov 2423.57%
Nov 2424.69%
Oct 2410.93%
Oct 2411.07%
Price to Sales
1.21.41.61.8med 1.44Dec 24Apr 25Jul 25Oct 25Feb 26May 26Sep 26
WHG Price to Sales by year
PeriodPrice to Sales
Sep 261.6
Sep 261.6
Aug 261.68
Aug 261.67
Aug 261.65
Aug 261.69
Jul 261.64
Jul 261.64
Jul 261.69
Jul 261.67
Jul 261.71
Jun 261.7
Jun 261.59
Jun 261.49
Jun 261.48
May 261.41
May 261.37
May 261.35
May 261.4
May 261.37
Apr 261.41
Apr 261.45
Apr 261.37
Apr 261.4
Mar 261.37
Mar 261.38
Mar 261.35
Mar 261.3
Feb 261.47
Feb 261.45
Feb 261.55
Feb 261.56
Jan 261.6
Jan 261.58
Jan 261.61
Jan 261.53
Jan 261.54
Dec 251.56
Dec 251.65
Dec 251.55
Dec 251.44
Nov 251.48
Nov 251.45
Nov 251.42
Nov 251.46
Oct 251.47
Oct 251.47
Oct 251.44
Oct 251.42
Oct 251.46
Sep 251.48
Sep 251.55
Sep 251.5
Sep 251.52
Aug 251.56
Aug 251.65
Aug 251.58
Aug 251.44
Aug 251.47
Jul 251.56
Jul 251.41
Jul 251.45
Jul 251.35
Jun 251.34
Jun 251.39
Jun 251.33
Jun 251.33
May 251.28
May 251.3
May 251.29
May 251.33
May 251.53
Apr 251.42
Apr 251.4
Apr 251.33
Apr 251.29
Mar 251.45
Mar 251.37
Mar 251.34
Mar 251.33
Feb 251.39
Feb 251.45
Feb 251.48
Feb 251.36
Jan 251.35
Jan 251.4
Jan 251.35
Jan 251.26
Jan 251.33
Dec 241.24
Dec 241.35
Dec 241.36
Dec 241.36
Nov 241.39
Nov 241.43
Nov 241.39
Nov 241.36
Nov 241.3
Oct 241.45
Oct 241.43
EV/EBITDA
68101214med 9.8Dec 24Apr 25Jul 25Oct 25Feb 26May 26Sep 26
WHG EV/EBITDA by year
PeriodEV/EBITDA
Sep 2611.56
Sep 2611.6
Aug 2612.21
Aug 2612.13
Aug 2611.99
Aug 2612.28
Jul 2612.06
Jul 2612.09
Jul 2612.49
Jul 2612.28
Jul 2612.61
Jun 2612.57
Jun 2611.65
Jun 2610.86
Jun 2610.75
May 2610.2
May 269.88
May 269.75
May 2610.17
May 269.88
Apr 267.13
Apr 267.36
Apr 266.86
Apr 267
Mar 266.82
Mar 266.87
Mar 266.72
Mar 266.38
Feb 269.74
Feb 269.62
Feb 2610.42
Feb 2610.53
Jan 2610.88
Jan 2610.71
Jan 2610.93
Jan 2610.31
Jan 2610.38
Dec 2510.49
Dec 2511.3
Dec 2510.47
Dec 259.54
Nov 259.87
Nov 259.62
Nov 259.37
Nov 259.7
Oct 259.73
Oct 2510.92
Oct 2510.69
Oct 2510.51
Oct 2510.87
Sep 2511.04
Sep 2511.64
Sep 2511.16
Sep 2511.39
Aug 2511.72
Aug 2512.49
Aug 2511.86
Aug 2510.64
Aug 2510.92
Jul 2511.78
Jul 2510.42
Jul 2510.8
Jul 259.82
Jun 259.78
Jun 2510.19
Jun 259.64
Jun 259.67
May 259.25
May 259.43
May 259.28
May 259.69
May 2511.46
Apr 258.51
Apr 258.38
Apr 257.75
Apr 257.35
Mar 258.78
Mar 258.1
Mar 257.84
Mar 257.7
Feb 258.86
Feb 259.42
Feb 259.77
Feb 258.6
Jan 258.51
Jan 258.92
Jan 258.52
Jan 257.62
Jan 258.3
Dec 247.4
Dec 248.43
Dec 248.6
Dec 248.54
Nov 248.86
Nov 249.27
Nov 248.9
Nov 248.56
Nov 247.96
Oct 249.89
Oct 249.71
Price/Operating Cashflow
246810med 6.82Dec 24Apr 25Jul 25Oct 25Feb 26May 26Sep 26
WHG Price/Operating Cashflow by year
PeriodPrice/Operating Cashflow
Sep 268.74
Sep 268.77
Aug 269.2
Aug 269.14
Aug 269.05
Aug 269.25
Jul 268.02
Jul 268.05
Jul 268.29
Jul 268.16
Jul 268.36
Jun 268.34
Jun 267.78
Jun 267.3
Jun 267.23
May 266.89
May 266.7
May 266.62
May 266.87
May 266.69
Apr 267.69
Apr 267.87
Apr 267.48
Apr 267.59
Mar 267.44
Mar 267.49
Mar 267.37
Mar 267.1
Feb 267.11
Feb 267.04
Feb 267.5
Feb 267.57
Jan 267.77
Jan 267.67
Jan 267.8
Jan 267.44
Jan 267.48
Dec 257.54
Dec 258.01
Dec 257.53
Dec 256.99
Nov 257.18
Nov 257.04
Nov 256.89
Nov 257.09
Oct 257.1
Oct 256.05
Oct 255.94
Oct 255.85
Oct 256.02
Sep 256.1
Sep 256.38
Sep 256.16
Sep 256.26
Aug 256.41
Aug 256.78
Aug 256.48
Aug 255.92
Aug 257.16
Jul 257.62
Jul 256.89
Jul 257.09
Jul 256.56
Jun 256.54
Jun 256.76
Jun 256.47
Jun 256.48
May 256.25
May 256.35
May 256.27
May 256.49
May 257.45
Apr 254.12
Apr 254.08
Apr 253.87
Apr 253.74
Mar 254.21
Mar 253.99
Mar 253.9
Mar 253.86
Feb 254.56
Feb 254.75
Feb 254.86
Feb 254.47
Jan 254.44
Jan 254.58
Jan 254.45
Jan 254.15
Jan 254.37
Dec 244.07
Dec 244.42
Dec 244.47
Dec 244.45
Nov 244.56
Nov 244.7
Nov 244.57
Nov 244.46
Nov 244.26
Oct 249.1
Oct 248.99
Price to Book
0.911.11.21.31.4med 1.11Dec 24Apr 25Jul 25Oct 25Feb 26May 26Sep 26
WHG Price to Book by year
PeriodPrice to Book
Sep 261.27
Sep 261.28
Aug 261.34
Aug 261.33
Aug 261.32
Aug 261.35
Jul 261.29
Jul 261.3
Jul 261.33
Jul 261.31
Jul 261.35
Jun 261.34
Jun 261.25
Jun 261.17
Jun 261.16
May 261.11
May 261.08
May 261.07
May 261.11
May 261.08
Apr 261.08
Apr 261.11
Apr 261.05
Apr 261.07
Mar 261.05
Mar 261.05
Mar 261.04
Mar 261
Feb 261.12
Feb 261.11
Feb 261.18
Feb 261.19
Jan 261.22
Jan 261.21
Jan 261.23
Jan 261.17
Jan 261.18
Dec 251.19
Dec 251.26
Dec 251.19
Dec 251.1
Nov 251.13
Nov 251.11
Nov 251.09
Nov 251.12
Oct 251.12
Oct 251.15
Oct 251.13
Oct 251.11
Oct 251.15
Sep 251.16
Sep 251.21
Sep 251.17
Sep 251.19
Aug 251.22
Aug 251.29
Aug 251.23
Aug 251.13
Aug 251.15
Jul 251.23
Jul 251.11
Jul 251.14
Jul 251.06
Jun 251.05
Jun 251.09
Jun 251.04
Jun 251.04
May 251.01
May 251.02
May 251.01
May 251.04
May 251.2
Apr 251.1
Apr 251.09
Apr 251.03
Apr 251
Mar 251.12
Mar 251.06
Mar 251.04
Mar 251.03
Feb 251.07
Feb 251.11
Feb 251.14
Feb 251.05
Jan 251.04
Jan 251.07
Jan 251.04
Jan 250.97
Jan 251.02
Dec 240.95
Dec 241.03
Dec 241.05
Dec 241.04
Nov 241.07
Nov 241.1
Nov 241.07
Nov 241.04
Nov 241
Oct 241.09
Oct 241.07
Westwood Holdings Group, Inc.
WHG
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News: WHG

Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST),Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

globenewswire.com · 2 Sep 2026

Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST),Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

DALLAS, Sept. 02, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST), Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) and Westwood Enhanced Income Opportunity (YLDW) as shown in the table below. Part of the Westwood Income Series ETFs, these deliver income from both dividends and options premiums to help provide monthly income distributions for investors.

Westwood to Launch Westwood Salient Enhanced Power & Infrastructure ETF (PWRX) as the First New ETF on the Texas Stock Exchange

globenewswire.com · 20 Aug 2026

Westwood to Launch Westwood Salient Enhanced Power & Infrastructure ETF (PWRX) as the First New ETF on the Texas Stock Exchange

DALLAS, Aug. 20, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG), a leading boutique asset manager, today announced plans to launch the Westwood Salient Enhanced Power & Infrastructure ETF (TXSE: PWRX) on September 17, 2026. PWRX will be the first new ETF to launch on the Texas Stock Exchange (TXSE).

Westwood Salient Enhanced Energy Income ETF (WEEI) Surpasses $100 Million in Assets

globenewswire.com · 13 Aug 2026

Westwood Salient Enhanced Energy Income ETF (WEEI) Surpasses $100 Million in Assets

DALLAS, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group(NYSE: WHG) (NYSE: WHG), a boutique asset management, trust and wealth services firm, today announced that the Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) has surpassed $100 million in assets under management. The milestone reflects growing advisor and investor demand for a strategy that pairs dividend yield and options premiums from covered calls with the potential for equity appreciation across the energy sector.

Westwood Holdings Group Q2 Earnings Call Highlights

marketbeat.com · 9 Aug 2026

Westwood Holdings Group Q2 Earnings Call Highlights

Westwood Holdings Group NYSE: WHG reported second-quarter 2026 revenue of $25.3 million, up from $23.1 million a year earlier and roughly level with $25 million in the first quarter, as growth in its exchange-traded fund and private energy secondaries businesses supported results.

Westwood Holdings Group, Inc. (WHG) Q2 2026 Earnings Call Transcript

seekingalpha.com · 6 Aug 2026

Westwood Holdings Group, Inc. (WHG) Q2 2026 Earnings Call Transcript

Westwood Holdings Group, Inc. (WHG) Q2 2026 Earnings Call Transcript

Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

globenewswire.com · 5 Aug 2026

Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

DALLAS, Aug. 05, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST), Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) and Westwood Enhanced Income Opportunity (YLDW) as shown in the table below. Part of the Westwood Income Series ETFs, these deliver income from both dividends and options premiums to help provide monthly income distributions for investors.

Westwood Holdings Group, Inc. to Host Second Quarter 2026 Conference Call/Webcast

globenewswire.com · 22 Jul 2026

Westwood Holdings Group, Inc. to Host Second Quarter 2026 Conference Call/Webcast

DALLAS, July 22, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its second quarter 2026 earnings after the close of the New York Stock Exchange on Thursday, August 6, 2026. Following the release, the Company will host a live audio webcast and conference call at 4:30 pm Eastern Time (3:30 pm Central Time).

Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

globenewswire.com · 8 Jul 2026

Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

DALLAS, July 08, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST) , Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) and Westwood Enhanced Income Opportunity (YLDW) as shown in the table below. Part of the Westwood Income Series ETFs , these deliver income from both dividends and options premiums to help provide monthly income distributions for investors.

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Disclaimer: The historical data presented on this platform is provided by Financial Modeling Prep. Stock Picker is a platform for informational purposes only and does not provide financial advice. Users are encouraged to conduct their own research and consult with a qualified financial advisor before making investment decisions.