WESTWOOD HOLDINGS GROUP INC WHG revenue by segment, product and geography
In its fiscal year ending 2025-12-31, WESTWOOD HOLDINGS GROUP INC reported revenue across 4 products and services; the largest, Investment Advisory Services, was $74.7M, 76.4% of the filed sum (+7.1% against the prior period in the same filing).
Reported segment mix
figures as filed · share of the filed sum · change vs the prior period in the same filing- Investment Advisory Services$74.7M76.4%+7.1% yoy
- Trust Fee$21.6M22.1%+0.6% yoy
- Performancefee$1.13M1.2%-39.5% yoy
- Other Revenue Misc Services$346K0.4%-79.3% yoy
Members sum to the consolidated $97.8M for this period.
- United States$97M99.2%+3.5% yoy
- Canada$791K0.8%-22.2% yoy
Members sum to the consolidated $97.8M for this period.
- Investment Advisory Services$19.3M77.3%+8.9% yoy
- Trust Fee$5.32M21.3%-2.0% yoy
- Other Revenue Misc Services$339K1.4%+268.5% yoy
Change is against the same quarter a year earlier, as reported in the same 10-Q.
Source: SEC DERA Financial Statement and Notes data sets. Dimensional XBRL facts on the business-segment, product/service and geographic axes; the engine keeps the accession of every figure. Descriptive and educational, not advice.
About these figures
Companies tag segment, product and geographic revenue as dimensional XBRL facts in their 10-K and 10-Q filings. The SEC publishes those facts in its DERA Financial Statement and Notes data sets; TrendNalysis ingests each monthly file and serves the facts exactly as filed, keyed to the accession of the filing. Shares are of the filed sum. Where a filer tags more than one breakdown on one axis, the sum exceeds consolidated revenue and no shares are computed; where the members do not add up to the consolidated figure, the residual is stated rather than hidden. Missing is never zero.
Descriptive and educational; not investment advice. Methodology and data lineage.