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Westwood Holdings Group, Inc. (WHG)

Westwood Holdings Group, Inc. at a glance — key fundamentals, SEC filings, insider buying and selling, and earnings dates.

Westwood Holdings Group, Inc. (WHG) is a Financial - Capital Markets company based in US with a market capitalization of $155.9M. Revenue grew 3.2% year-over-year and the company generated $17.9M in free cash flow. This page tracks WHG's SEC filings, insider buying and selling, earnings dates, and key fundamentals in one place.

US · 151 employees · IPO Jun 13, 2002

Valuation

Valuation & price

$15.81 · as of May 17, 2026 · -21.5% vs 52w high

19.9

P/E ratio

Latest-FY diluted EPS

1.24

P/B ratio

Market cap ÷ book equity

—

Dividend yield

Price — last 12 months

$19.98$17.57$15.15Jul 25Dec 25Jul 26Jul 7, 25$16.10Jul 9, 25$16.36Jul 11, 25$16.77Jul 15, 25$15.37Jul 17, 25$16.26Jul 21, 25$16.96Jul 23, 25$18.00Jul 25, 25$18.03Jul 29, 25$18.16Jul 31, 25$17.48Aug 4, 25$17.26Aug 6, 25$17.55Aug 11, 25$17.40Aug 13, 25$17.69Aug 15, 25$17.95Aug 19, 25$17.58Aug 21, 25$17.80Aug 25, 25$18.46Aug 27, 25$17.96Aug 29, 25$17.76Sep 3, 25$17.37Sep 5, 25$17.34Sep 9, 25$17.32Sep 11, 25$17.37Sep 16, 25$17.07Sep 18, 25$17.11Sep 22, 25$17.37Sep 24, 25$16.98Sep 26, 25$16.89Sep 30, 25$16.49Oct 2, 25$16.50Oct 6, 25$16.62Oct 8, 25$16.64Oct 10, 25$16.21Oct 14, 25$16.50Oct 16, 25$16.31Oct 21, 25$16.56Oct 23, 25$16.73Oct 27, 25$16.47Oct 29, 25$16.26Oct 31, 25$16.75Nov 4, 25$16.61Nov 6, 25$16.78Nov 10, 25$16.78Nov 12, 25$16.23Nov 14, 25$16.25Nov 18, 25$15.88Nov 20, 25$15.64Nov 25, 25$16.93Nov 28, 25$16.94Dec 2, 25$16.16Dec 4, 25$16.45Dec 8, 25$16.23Dec 10, 25$16.40Dec 12, 25$17.76Dec 16, 25$18.27Dec 18, 25$18.16Dec 22, 25$18.49Dec 24, 25$17.60Dec 29, 25$18.13Jan 2, 26$17.63Jan 6, 26$17.24Jan 8, 26$17.36Jan 12, 26$17.89Jan 14, 26$18.16Jan 16, 26$18.39Jan 21, 26$18.36Jan 23, 26$18.09Jan 27, 26$17.97Jan 29, 26$17.73Feb 2, 26$18.38Feb 4, 26$18.26Feb 9, 26$17.76Feb 11, 26$17.67Feb 13, 26$17.69Feb 18, 26$16.93Feb 20, 26$16.60Feb 24, 26$16.60Feb 26, 26$17.17Mar 2, 26$17.27Mar 4, 26$17.51Mar 6, 26$15.15Mar 10, 26$15.18Mar 12, 26$15.51Mar 17, 26$15.39Mar 19, 26$15.34Mar 23, 26$16.11Mar 25, 26$16.02Mar 27, 26$15.89Mar 31, 26$16.47Apr 2, 26$16.20Apr 7, 26$16.21Apr 9, 26$16.60Apr 13, 26$16.61Apr 15, 26$16.39Apr 17, 26$16.80Apr 22, 26$16.29Apr 24, 26$16.41Apr 28, 26$17.07Apr 30, 26$16.44May 4, 26$15.57May 6, 26$15.96May 8, 26$16.42May 12, 26$16.20May 14, 26$16.06May 18, 26$16.03May 20, 26$15.97May 22, 26$16.00May 28, 26$16.44Jun 1, 26$16.01Jun 3, 26$16.54Jun 5, 26$17.27Jun 9, 26$17.51Jun 11, 26$17.59Jun 15, 26$18.00Jun 17, 26$18.00Jun 22, 26$18.18Jun 24, 26$18.07Jun 26, 26$19.92Jul 2, 26$19.98
$14.7652-week range$20.15
Loading valuation history…

Fundamentals

Key fundamentals

$155.9M

Market cap

3.2%

Revenue growth (YoY)

86.5%

Gross margin

$17.9M

Free cash flow (USD)

-$37.5M

Net debt

Net cash position

2.6%

Share dilution

1/4

Graham criteria passed

Defensive-investor screen

Financial Services

Sector

Trajectory

Long-term trends

Revenue by year

2016 → 2025

FY 2016$123.0MFY 2017$133.8MFY 2018$122.3MFY 2019$84.1MFY 2020$65.1MFY 2021$73.1MFY 2022$68.7MFY 2023$89.8MFY 2024$94.7MFY 2025$97.8M
$123M$97.8M

Free cash flow by year

2016 → 2025

FY 2016$45.6MFY 2017$46.8MFY 2018$30.5MFY 2019$31.0MFY 2020$-9.9MFY 2021$19.2MFY 2022$51.5MFY 2023$-1.3MFY 2024$21.0MFY 2025$17.9M
$45.6M$17.9M

Gross margin by year

2021 → 2025

FY 202141.8%FY 202241.6%FY 202341.1%FY 202440.9%FY 202586.5%
41.8%86.5%

Value screen

Graham defensive-investor tests

Computing the scorecard — refreshing any stale inputs…

0

Insider buys · 90 days

21

Insider sells · 90 days

Earnings

Last report: 10-Q filed Apr 30, 2026

Next expected: not yet scheduled

On the tape

Recent SEC & insider activity

  • Insider sellInsider Sell $248KBYRNE SUSAN M · $247.8KJul 1, 2026Filing
  • Insider sellInsider Sell $54KBYRNE SUSAN M · $53.9KJul 1, 2026Filing
  • Insider sellInsider Sell $247KBYRNE SUSAN M · $246.6KJun 30, 2026Filing
  • Insider sellInsider Sell $79KBYRNE SUSAN M · $79KJun 25, 2026Filing
  • Insider sellInsider Sell $53KBYRNE SUSAN M · $53.1KJun 22, 2026Filing
  • Insider sellInsider Sell $160KBYRNE SUSAN M · $160.2KJun 16, 2026Filing
  • Insider sellInsider Sell $89KBYRNE SUSAN M · $89.1KJun 12, 2026Filing
  • Insider sellInsider Sell $54KBYRNE SUSAN M · $54.2KJun 9, 2026Filing
  • Insider sellInsider Sell $46KBYRNE SUSAN M · $45.9KJun 2, 2026Filing
  • Insider sellInsider Sell $77KBYRNE SUSAN M · $77.4KMay 28, 2026Filing

Questions

Frequently asked questions

What is Westwood Holdings Group, Inc.'s market cap?

Westwood Holdings Group, Inc. (WHG) has a market capitalization of $155.9M.

What is WHG's P/E ratio?

WHG trades at a price-to-earnings ratio of 19.9, based on its latest fiscal-year diluted earnings per share and the most recent cached price.

What is WHG's price-to-book (P/B) ratio?

WHG trades at 1.24 times book value per share.

Are insiders buying WHG stock?

SEC Form 4 filings show no open-market insider buys at Westwood Holdings Group, Inc. in the last 90 days (21 sells).

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Timeline

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Data: SEC EDGAR filings and cached fundamental data; prices and ratios use the most recent cached quote and statements (may lag by up to a day). Educational and research purposes only. Not investment advice.