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5-factor analysis: Valuation, Growth, Profitability, Momentum, Financial Health.
Factor scoring needs Finnhub-supplied fundamentals — Finnhub returned no fundamental metrics for this ticker. Common for ETFs, foreign filers without US listing depth, recent IPOs, and thinly-traded OTC names.
6-factor scoring with sector-relative rank. Updated daily.
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Disclaimer: The content on this page is for informational and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consult a licensed financial advisor before making any investment decisions.
Quarterly filings sourced directly from SEC EDGAR. Real-time earnings actuals are in the Earnings panel above.
| Date | Open | Close | Δ | Vol |
|---|---|---|---|---|
| 05-13 | $15.99 | $16.15 | +1.00% | 0.0M |
| 05-14 | $15.79 | $16.06 | +1.74% | 0.0M |
| 05-15 | $15.87 | $15.81 | -0.38% | 0.0M |
| 05-18 | $15.63 | $16.03 | +2.56% | 0.0M |
| 05-19 | $15.82 | $15.94 | +0.76% | 0.0M |
Earnings (▲ beat / ▼ miss) and ex-dividend dates plotted on the price line. Educational — proximity does not establish causation.
Indicator values from Polygon. Educational only — single- indicator triggers in isolation are not a complete trading signal.
Aggregated from Polygon's per-article sentiment classifications. Educational — sentiment is descriptive, not predictive.
Westwood Holdings Group Inc manages investment assets and provides services for clients through subsidiaries. It operates its business through the Advisory and Trust segments. Its Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and its advisory segment sponsors common trust funds to institutions and high net-worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of its revenue from the United States, and also has its presence in Canada.
Documents are served directly from sec.gov / the issuer's website — Stonvex does not proxy or store filings.
| Metric | Q1 2026 2026-03-31 | Annual 2025 2025-12-31 | Q3 2025 2025-09-30 | Q2 2025 2025-06-30 |
|---|---|---|---|---|
Revenue | $24.97M | $97.76M | $70.66M | $46.37M |
Operating Income | $-1.50M | $4.97M | $2.81M | $800.00K |
Net Income | $782.00K | $7.08M | $5.20M | $1.50M |
EPS (Diluted) | $0.09 | $0.79 | $0.59 | $0.17 |
Total Assets | $150.38M | $162.30M | $154.05M | $146.28M |
Total Liabilities | $24.31M | $35.58M | $28.07M | $23.92M |
Cash & Equivalents | $23.41M | $26.25M | $21.60M | $15.40M |
Free Cash Flow OCF − CapEx | $-2.81M | $18.84M | $10.86M | $2.40M |
Shares Outstanding | 8.91M | 8.90M | 8.91M | 8.91M |
No sell-side coverage available for WHG.
Common for small-cap names, ETFs, recent IPOs, and ADRs without US-listed sell-side coverage. When analysts publish, ratings appear here within one business day.
Latest Form 13F-HR disclosures from the curated Super Investors list. Click through to see each manager's full long book.