WHG · Westwood Holdings Group Inc
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Assets Under Advisement | 1B | Q2 FY2026 | — |
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| Assets Under Management | 17B | Q2 FY2026 | — |
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| Dividends declared per share | $0.15 | Q2 FY2026 | — |
| ETF platform assets | 400M | Q2 FY2026 | — |
| Firmwide assets under management and advisement | 17.9B | Q2 FY2026 | — |
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| Managed Investment Solutions flows | 350M | Q2 FY2026 | — |
| Non-GAAP Economic Earnings non-GAAP | $3M | Q2 FY2026 | — |
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| Non-GAAP Economic EPS non-GAAP | $0.33 | Q2 FY2026 | — |
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| Private Capital platform assets | 500M | Q2 FY2026 | — |
| Institutional gross sales | 322M | first quarter 2026 | — |
| Cash and liquid investments | $44.1M | Q4 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
WHG
this stock
Westwood Holdings Group Inc
|
$187.33M | +14.1% | +3.2% | 22.3 | 1.1% |
|
BLK
BlackRock, Inc.
|
$370.39B | +6.5% | +16.2% | 27.3 | 0.7% |
|
BX
Blackstone Inc.
|
$106.10B | -8.3% | +9.2% | 31.7 | 3.5% |
|
KKR
KKR & Co. Inc.
|
$97.09B | -16.0% | -11.0% | — | 1.6% |
|
BN
BROOKFIELD Corp /ON/
|
$92.35B | -9.8% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| WHG | +1.9% | +2.1% | +17.1% | +2.4% | +14.1% |
| SPY | -2.0% | +3.3% | +11.2% | +2.1% | +11.8% |
| vs SPY | +3.8% | -1.2% | +6.0% | +0.3% | +2.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.