Westwood Holdings Group, Inc. (WHG) key performance indicators and operating metrics (22 metrics) from SEC EDGAR filings, earnings calls, and investor decks. First-party data.
| Metric | Latest Value | Period |
|---|---|---|
| Assets under management | 17B | FY2026-Q2 |
| Firm-wide assets under management and advisement | 17.9B | FY2026-Q2 |
| Non-GAAP economic earnings | 2.97M | FY2026-Q2 |
| Non-GAAP economic earnings per share | 0.33 USD_per_share | FY2026-Q2 |
| Assets under advisement | 1B | FY2026-Q2 |
| Exchange-traded fund platform assets | 400M | FY2026-Q2 |
| Westwood Energy Secondaries Fund II commitments | 300M | FY2026-Q1 |
| Advisory revenue | 22.18M | FY2026-Q2 |
| Advisory · Investment Advisory Services revenue | 10.47M | FY2026-Q2 |
| Advisory · Mutual Fund Advisory Member revenue | 7.59M | FY2026-Q2 |
| Advisory · Private Wealth Advisory revenue | 1.32M | FY2026-Q2 |
| Asset Management1 revenue | 19.37M | FY2026-Q2 |
| CA revenue | 153K | FY2026-Q2 |
| CA · Investment Advisory Services revenue | 153K | FY2026-Q2 |
Back to WHG overview · WHG earnings · WHG holders
Data sourced from U.S. SEC EDGAR filings, earnings call transcripts, and investor decks. Not personalized investment advice.