Revenue
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Westwood Holdings Group Inc (WHG)
Price$18.85Cached quote
Net income
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Free cash flow
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Total cash / debt
CashTotal debt
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Financial statements
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $97.8M | $94.7M | $89.8M | $68.7M | $73.1M | $65.1M | $84.1M | $122.3M | $133.8M | $123.0M | $130.9M | $113.2M | $91.8M | $77.5M | $68.9M | $55.3M | $42.6M |
| Operating expenses | $92.8M | $93.9M | $83.8M | $73.6M | $67.1M | $68.6M | $79.4M | $86.4M | $99.9M | $89.0M | $88.7M | $71.2M | $63.6M | $57.5M | $45.8M | $37.6M | $30.2M |
| Operating income | $5.0M | $830,000 | $6.0M | −$4.9M | $6.0M | −$3.4M | $4.6M | $35.9M | $33.9M | $34.0M | $42.2M | $42.0M | $28.2M | $20.0M | — | — | — |
| Operating margin | 5.09% | 0.88% | 6.69% | −7.10% | 8.16% | −5.29% | 5.52% | 29.39% | 25.33% | 27.65% | 32.24% | 37.12% | 30.69% | 25.83% | — | — | — |
| EBITDA | $9.4M | $5.6M | $10.8M | −$2.3M | $8.4M | −$805,000 | $7.3M | $38.5M | $36.8M | $36.9M | $44.8M | $43.0M | $29.0M | $20.8M | — | — | — |
| EBITDA margin | 9.63% | 5.89% | 12.06% | −3.34% | 11.44% | −1.24% | 8.64% | 31.46% | 27.51% | 30.03% | 34.23% | 37.95% | 31.53% | 26.89% | — | — | — |
| Net income | $7.1M | $2.2M | $10.6M | −$4.6M | $9.8M | −$8.9M | $5.9M | $26.8M | $20.0M | $22.6M | $27.1M | $27.2M | $17.8M | $12.1M | $14.7M | $11.3M | $7.9M |
| Net profit margin | 7.24% | 2.33% | 11.77% | −6.74% | 13.36% | −13.74% | 7.03% | 21.87% | 14.94% | 18.41% | 20.70% | 24.06% | 19.42% | 15.60% | 21.31% | 20.39% | 18.55% |
| Basic EPSper basic share | $0.84 | $0.27 | $1.20 | -$0.59 | $1.24 | -$1.12 | $0.70 | $3.20 | $2.45 | $2.84 | $3.49 | $3.63 | $2.43 | $1.69 | $2.11 | $1.62 | $1.10 |
| Diluted EPSper diluted share | $0.79 | $0.26 | $1.17 | -$0.59 | $1.23 | -$1.12 | $0.70 | $3.13 | $2.38 | $2.77 | $3.33 | $3.45 | $2.32 | $1.65 | $2.04 | $1.58 | $1.09 |
Owners
Reported shareholders
6.65%of listed shares
Allspring Global Investments Holdings, LLC592.57K shares · Jun 30, 2026
View holders
| Holder | % owned |
|---|---|
Allspring Global Investments Holdings, LLC | 6.65%592.57K shares |
BlackRock, Inc. | 6.54%582.22K shares |
CASEY BRIAN O | ≈5.96%530.61K shares |
WESTWOOD HOLDINGS GROUP INC | 5.83%518.97K shares |
Settian Capital LP | 5.28%470.52K shares |
GAMCO INVESTORS, INC. ET AL | 4.98%443.8K shares |
North Star Investment Management Corp. | 4.35%387.8K shares |
RENAISSANCE TECHNOLOGIES LLC | 3.69%328.56K shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.67%327.03K shares |
DIMENSIONAL FUND ADVISORS LP | 3.19%284.45K shares |
BYRNE SUSAN M | 2.68%239.02K shares |
KING LUTHER CAPITAL MANAGEMENT CORP | 2.08%185K shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.94%172.48K shares |
Helfert Adrian | ≈1.83%162.75K shares |
Gomez Fabian | ≈1.38%122.57K shares |
AEGIS FINANCIAL CORP | 1.12%99.93K shares |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.12%99.46K shares |
Garner Asset Management Corp | 1.06%94.42K shares |
STATE STREET CORP | 0.98%87K shares |
GABELLI FUNDS LLC | 0.92%82.21K shares |
Percentages use 8.91M shares of this listed class outstanding on Jun 30, 2026. ≈ compares the latest reported holding with a share total from a different date; it is not a confirmed current stake.
Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.
Source: SEC Form 13F ↗Updated Sep 29, 2026 · Quarterly data
Insider buys & sells
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jun 30, 2026Form 4 · 10b5-1 | BYRNE SUSAN MOther | Sellcommon stock | 1.1K | $19.17 | $20.9K | 239.0K |
| Jun 29, 2026Form 4 · 10b5-1 | BYRNE SUSAN MOther | Sellcommon stock | 7.1K | $20.03 | $142.8K | 240.1K |
| Jun 26, 2026Form 4 · 10b5-1 | BYRNE SUSAN MOther | Sellcommon stock | 4.3K | $19.39 | $82.9K | 247.2K |
| Jun 25, 2026Form 4 · 10b5-1 | BYRNE SUSAN MOther | Sellcommon stock | 500 | $18.21 | $9.1K | 251.5K |
| Jun 24, 2026Form 4 · 10b5-1 | BYRNE SUSAN MOther | Sellcommon stock | 1.3K | $18.32 | $23.8K | 252.0K |