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Westwood Holdings Group, Inc. (WHG) is a financial services company in the large client wealth management industry, based in Dallas, United States, with about 148 full-time employees.
It reported revenue of $97.76 million for fiscal year 2025, up 3.2% from fiscal year 2024, and net income of $7.06 million. Its largest business segment, Advisory, brought in 79% of segment revenue in fiscal year 2025; United States was the largest region with 99%. Its market capitalization was $180.56 million as of October 9, 2026.
Figures from company filings and market data; latest fiscal year ended December 31, 2025; market data as of October 9, 2026.
, through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust.
Westwood Holdings reported $97.76 million in revenue for fiscal year 2025, up 3.2% from $94.72 million in fiscal year 2024.
Advisory, with $84.14 million or 79% of segment revenue in fiscal year 2025. Next: Trust (21%).
United States: 99% of revenue by region in fiscal year 2025, followed by Canada (1%).
$180.56 million as of October 9, 2026.
Listed companies of a similar size in the same industry (large client wealth management) include Noah Holdings Limited (NOAH), AlTi Global, Inc. (ALTI), First Western Financial, Inc. (MYFW), Santech Holdings Limited (STEC).