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WHG

Westwood Holdings·NYSE
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WHG fundamentals

Westwood Holdings (WHG) released its earnings on Oct 30, 2025: revenue was 24.29M (YoY +2.41%), beat estimates; EPS was 0.64 (YoY +392.31%), missed estimates.
Revenue / YoY
24.29M
+2.41%
EPS / YoY
0.64
+392.31%
Report date
Oct 30, 2025
WHG Earnings Call Summary for Q3,2025
  • ETF Success: MDST ETF surpasses $150M AUM; 11 new sector ETFs launched with strong Q3 outperformance (DVSP +636bps vs SPY, DVQQ +726bps vs QQQ).
  • Revenue Growth: Q3 2025 revenues $24.3M (+5% vs Q2, +2.6% vs 2024 Q3); Non-GAAP earnings $5.7M (+107% YoY).
  • Market Leadership: SMidCap strategy in top third over 3 years; WHGIX upgraded to 4-star Morningstar rating.
  • Strategic Momentum: Private fundraising exceeds 2025 goal by 1.5x; $1.6B pipeline includes $450M SMidCap mandate.
  • Financial Strength: Debt-free balance sheet with $39.2M cash; $0.15/share dividend declared for Jan 2026.
EPS
Revenue

Revenue & Expenses

WHG has released its 2025 Q3 earnings report, with revenue of 24.29M, reflecting a YoY change of 2.40%, and net profit of 3.73M, showing a YoY change of 2245.28%. 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.
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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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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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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Where does Westwood Holdings (WHG) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Westwood Holdings (WHG) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield