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WHG

Westwood Holdings·NYSE
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WHG fundamentals

Westwood Holdings (WHG) expects to report earnings on Feb 13, 2026, with estimated revenue of -- (YoY --), and EPS at -- (YoY --).
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Report date
Feb 13, 2026
WHG Earnings Call Summary for Q4,2025
  • Revenue Growth: Full-year sales up 20% to $2.5 billion, driven by institutional (36% growth) and intermediary (32% growth) channels.
  • Strategic Success: Westwood Energy Secondaries Fund II closes at $300 million, ETF AUM surpasses $200 million, and MDST ETF reaches $170 million.
  • Performance Resilience: Top-tier rankings across SMidCap, Credit Opportunities, and Real Estate Income strategies.
  • Q4 Financials: Revenues $27.1 million (11% YoY), Non-GAAP earnings $3.3 million, and AUM $17.4 billion despite $1 billion net outflows.
  • Outflows Management: 80% of Q4 outflows from low-fee client, offset by $450 million new defined contribution plan and MDST ETF crossing $200 million.
  • Dividend Approval: $0.15 per share dividend for April 2026 payout.

Earnings

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Revenue & Expenses

WHG has released its 2025 Q4 earnings report, with revenue of 27.10M, reflecting a YoY change of 5.94%, and net profit of 1.84M, showing a YoY change of -12.34%. The Sankey diagram below clearly presents WHG's revenue sources and cost distribution.

Key Indicators

Westwood Holdings (WHG) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Westwood Holdings (WHG)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Balance Sheet

Westwood Holdings (WHG)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Cash Flow

Westwood Holdings (WHG)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Revenue Breakdown

Where does Westwood Holdings (WHG) generate its revenue? Explore its key revenue streams and top earning regions.
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Dividend

Track Westwood Holdings (WHG) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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