Westwood Holdings Group, Inc. (WHG) Revenue History
Annual and quarterly revenue from 2001 to present
WHG Revenue Over Time (2001–2025)
WHG Revenue Growth History
14 of 22 years with positive growth- FY2001 revenue growth
- N/A
- FY2002 revenue growth
- +10.4%
- FY2003 revenue growth
- -7.1%
- FY2004 revenue growth
- -0.5%
- FY2005 revenue growth
- +9.8%
- FY2006 revenue growth
- +24.7%
- FY2007 revenue growth
- +32.6%
- FY2008 revenue growth
- -100.0%
- FY2009 revenue growth
- N/A
- FY2010 revenue growth
- N/A
- FY2011 revenue growth
- +24.6%
- FY2012 revenue growth
- +12.5%
- FY2013 revenue growth
- +18.5%
- FY2014 revenue growth
- +23.3%
- FY2015 revenue growth
- +15.6%
- FY2016 revenue growth
- -6.0%
- FY2017 revenue growth
- +8.7%
- FY2018 revenue growth
- -8.6%
- FY2019 revenue growth
- -31.3%
- FY2020 revenue growth
- -22.6%
- FY2021 revenue growth
- +12.2%
- FY2022 revenue growth
- -6.0%
- FY2023 revenue growth
- +30.7%
- FY2024 revenue growth
- +5.5%
- FY2025 revenue growth
- +3.2%
| Quarter | Revenue | YoY |
|---|---|---|
| Q1 2026 | $25.0M | — |
| Q4 2025 | $27.1M | — |
| Q3 2025 | $24.3M | — |
| Q2 2025 | $23.1M | — |
| Q1 2025 | $23.3M | — |
| Q4 2024 | $25.6M | — |
| Q3 2024 | $23.7M | — |
| Q2 2024 | $22.7M | — |
Multi-year avg. share of annual revenue by fiscal quarter
Revenue Breakdown (FY 2025)
WHG's revenue distribution by segment and geography for fiscal year 2025
By Product/Segment
By Geography
WHG Revenue Analysis (2001–2025)
Current Revenue & Growth
As of June 24, 2026, Westwood Holdings Group, Inc. (WHG) generated trailing twelve-month (TTM) revenue of $99.5 million, reflecting solid growth of +7.4% year-over-year. The most recent quarter (Q1 2026) recorded $25.0 million in revenue, down 7.9% sequentially.
Historical Growth Trajectory
WHG's 5-year compound annual growth rate (CAGR) stands at +8.5%, indicating steady revenue expansion. The 3-year CAGR of +12.5% exceeds the 5-year average, indicating an acceleration in the most recent period. Westwood Holdings Group, Inc.'s highest annual revenue of $133.8 million was recorded in 2017.
Revenue by Segment
WHG's revenue is primarily driven by Asset Management (77%), Fiduciary and Trust (22%), and Investment Performance (1%). With over half of revenue concentrated in Asset Management, the company has a focused business model while developing other growth vectors.
Peer Comparison
Compared to Financial Services sector peers — including VRTS, DHIL, and GROW. Compare WHG vs VRTS →
WHG Revenue vs Peers
Revenue metrics vs comparable public companies
| Company | TTM Revenue | YoY Growth | 5Y CAGR | Op. Margin | Compare |
|---|---|---|---|---|---|
| WHGCurrent | $99M | +7.4% | +8.5% | 7.1% | |
 VRTS | $831M | - | - | 17.4% | |
 DHIL | $158M | - | - | 38.4% | |
 GROW | $8M | - | - | -35.3% | |
 HNNA | $36M | - | - | 37.0% | |
 AMG | $2.4B | - | - | 31.8% |
WHG Historical Revenue Data (2001–2025)
| Year | Revenue | YoY % | Gross Profit | Gross Margin | Op. Income | Op. Margin |
|---|---|---|---|---|---|---|
| 2025 | $97.8M | - | $84.6M | 86.5% | $6.9M | 7.1% |
| 2024 | $94.7M | - | $38.7M | 40.9% | $830K | 0.9% |
| 2023 | $89.8M | - | $36.9M | 41.1% | $6.0M | 6.7% |
| 2022 | $68.7M | - | $28.6M | 41.6% | $-4,873,000 | -7.1% |
| 2021 | $73.1M | - | $30.5M | 41.8% | $6.0M | 8.2% |
| 2020 | $65.1M | - | $23.0M | 35.3% | $-3,447,000 | -5.3% |
| 2019 | $84.1M | - | $33.9M | 40.4% | $4.6M | 5.5% |
| 2018 | $122.3M | - | $62.3M | 51.0% | $35.9M | 29.4% |
| 2017 | $133.8M | - | $68.8M | 51.4% | $33.9M | 25.3% |
| 2016 | $123.0M | - | $61.5M | 50.0% | $34.0M | 27.6% |
| 2015 | $130.9M | - | $67.4M | 51.5% | $42.2M | 32.2% |
| 2014 | $113.2M | - | $60.4M | 53.3% | $42.0M | 37.1% |
| 2013 | $91.8M | - | $44.0M | 48.0% | $28.3M | 30.8% |
| 2012 | $77.5M | - | $33.8M | 43.6% | $20.0M | 25.8% |
| 2011 | $68.9M | - | $68.9M | 100.0% | $23.1M | 33.5% |
Intrinsic Valuation
DCF models, multiple analysis, and analyst estimates.
Historical Returns
25+ years return with dividends reinvested.
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Peer Comparison
Compare growth, multiples, and margins vs sector.
WHG — Frequently Asked Questions
Quick answers to the most common questions about buying WHG stock.
Is WHG's revenue growth accelerating or slowing?
WHG revenue growth is holding steady at +7.4% year-over-year. TTM revenue is $99M. The current growth rate closely tracks the 5-year CAGR of +8.5%, signalling consistent execution.
What is WHG's revenue history from 2001 to 2026?
Westwood Holdings Group, Inc. (WHG) revenue history spans 2001 to 2026. TTM revenue as of 2026 is $99M, growing at +7.4% YoY. The 5-year CAGR is +8.5%. Complete annual and quarterly revenue figures are available on this page, including gross profit, operating income, and margin trends.
What is WHG's long-term revenue growth rate (CAGR)?
Westwood Holdings Group, Inc.'s 5-year revenue CAGR of +8.5% reflects the sustained nature of its business expansion. As of 2026, the current YoY growth rate of +7.4% is in line with this long-term average. CAGR is the most reliable measure of sustained revenue momentum for WHG.
Why does WHG's quarterly revenue fluctuate?
WHG quarterly revenue can fluctuate significantly between periods. A quarter-over-quarter (QoQ) change does not always indicate a trend; comparing the same quarter year-over-year (YoY) is a more reliable signal for underlying growth. Westwood Holdings Group, Inc.'s revenue data from 2001 to 2026 shows full historical quarterly detail on this page.
How is WHG's revenue distributed by segment?
WHG reports revenue broken down by product line and geographic region. The segment breakdown on this page shows which business units contribute the most to total revenue as of the latest fiscal year. Concentration in a single segment above 50% indicates category dependence, while a diversified mix signals more resilient revenue streams.
How does WHG's revenue compare to industry peers?
Westwood Holdings Group, Inc. (WHG) with TTM revenue of $99M and +7.4% YoY growth can be benchmarked against sector peers using the comparison table on this page. Revenue growth relative to peers indicates market share gains or losses. The peer section shows TTM revenue, YoY growth, and operating margin for direct comparisons.