Westwood Holdings Group Inc revenue
Westwood Holdings Group Inc's revenue was $97.8m in fiscal 2025, up 3.2% on the year before. Since fiscal 2009 ($42.6m) it has grown at a compound 5.3% a year. Over the last twelve months it was $102m.
Revenue history
| Fiscal year | 2009Dec 2009 | 2010Dec 2010 | 2011Dec 2011 | 2012Dec 2012 | 2013Dec 2013 | 2014Dec 2014 | 2015Dec 2015 | 2016Dec 2016 | 2017Dec 2017 | 2018Dec 2018 | 2019Dec 2019 | 2020Dec 2020 | 2021Dec 2021 | 2022Dec 2022 | 2023Dec 2023 | 2024Dec 2024 | 2025Dec 2025 | LTMJun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 43 | 55 | 69 | 77 | 92 | 113 | 131 | 123 | 134 | 122 | 84 | 65 | 73 | 69 | 90 | 95 | 98 | 102 |
| Growth on the year before | — | +30.0% | +24.6% | +12.5% | +18.5% | +23.3% | +15.6% | −6.0% | +8.7% | −8.6% | −31.3% | −22.6% | +12.2% | −6.0% | +30.7% | +5.5% | +3.2% | — |
Where the revenue comes from
| Line of business | Revenue | Share | YoY |
|---|---|---|---|
| Total Reporting | $106M | 108.5% | ▲ 5.2% |
| Advisory (part of Total Reporting) | $84.1M | 79.3% | ▲ 6.8% |
| Trust (part of Total Reporting) | $22M | 20.7% | ▼ 0.5% |
| Other Reporting | -$8.3M | -8.5% | — |
| Line of business | Revenue | YoY |
|---|---|---|
| Asset Management1 | $74.7M | ▲ 7.1% |
| Investment Advisory Services | $74.7M | ▲ 7.1% |
| Fiduciary and Trust | $21.6M | ▲ 0.6% |
| Trust Fee | $21.6M | ▲ 0.6% |
| Performancefee | $1.1M | ▼ 39.5% |
| Investment Performance | $874,000 | ▼ 37.3% |
| Other Revenue Misc Services | $346,000 | ▼ 79.3% |
| Trust Performance Based Fees | $260,000 | ▼ 46.1% |
These categories overlap or exclude eliminations, so shares aren't shown.
| Region | Revenue | Share | YoY |
|---|---|---|---|
| United States | $97M | 99.2% | ▲ 3.5% |
| Canada | $791,000 | 0.8% | ▼ 22.2% |
From Westwood Holdings Group Inc's 10-K filed March 4, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.
Revenue against peers
| Company | Revenue | Growth | 3-year growth a year |
|---|---|---|---|
| Westwood Holdings Group Inc | $102m | 23.7% | 11.7% |
| Silvercrest Asset Management Group Inc. | $127m | 1.2% | 2.6% |
| Vinci Compass Investments Ltd. | $175m | 56.3% | — |
| Abacus Global Management, Inc. | $267m | 65.3% | 77.1% |
| Alti Global, Inc. | $277m | 30.0% | 23.4% |
| Sprott Inc. | $285m | 59.6% | — |
Compare with peers
- Silvercrest Asset Management Group Inc. revenue
- Vinci Compass Investments Ltd. revenue
- Abacus Global Management, Inc. revenue
- Alti Global, Inc. revenue
- Sprott Inc. revenue
Head to head: SAMG vs WHGVINP vs WHGABX vs WHG
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