Westwood Holdings Group, Inc. (WHG) Revenue History
Annual and quarterly revenue from 2014 to 2025
Compound Annual Growth Rate (CAGR)
Loading revenue history...
WHG Revenue Growth
Revenue Breakdown (FY 2025)
WHG's revenue distribution by segment and geography for fiscal year 2025
By Product/Segment
By Geography
WHG Revenue Analysis (2014–2025)
As of May 9, 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.
Looking at the longer-term picture, WHG's 5-year compound annual growth rate (CAGR) stands at +8.5%, indicating steady revenue expansion. The company achieved its highest annual revenue of $133.8 million in 2017.
Revenue diversification analysis shows WHG's business 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 maintains significant focus in this area while developing other growth vectors.
When 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 (2014–2025)
| 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% |
See WHG's True Return
Price is only half the story. See total return with reinvested dividends.
Launch CalculatorIs WHG Undervalued?
DCF intrinsic value, peer multiples, and analyst estimates — see what the stock is really worth.
View ValuationCompare WHG vs BRK-A
Side-by-side business, growth, and profitability comparison vs Berkshire Hathaway Inc..
Start ComparisonWHG — Frequently Asked Questions
Quick answers to the most common questions about buying WHG stock.
Is WHG's revenue growth accelerating or slowing?
WHG maintains +7.4% revenue growth, in line with its 5-year CAGR of +8.5%. TTM revenue stands at $99M. Growth rate remains consistent with historical average.
What is WHG's long-term revenue growth rate?
Westwood Holdings Group, Inc.'s 5-year revenue CAGR of +8.5% reflects the sustained expansion pattern. Current YoY growth of +7.4% is near this long-term average.
How is WHG's revenue distributed by segment?
WHG reports revenue by product line and geographic region. Annual and quarterly breakdowns from 2014-2025 are available for download. Segment mix reveals concentration and diversification trends.