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WHG · Westwood Holdings Group Inc

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$18.79 +0.12 (+0.64%) At close · Sep 11
Market Cap
$178.21M
Shares
9.48M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$18.79 Open$18.90 Day$18.51–18.90 52W close$14.76–20.34 Avg vol 30d21K Short int114K · 1.2% float · 6.2d Short vol64% Last earningsAug 6, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 6

Up next

Next earnings call
Nov 5, 2026 Est · unconfirmed · in 8 wks
filed Aug 6, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$101.70M
Trailing 12 months
Net income (TTM)
$7.88M
Trailing 12 months
Revenue growth YoY
+9.6%
Year over year
Operating margin
4.7%
Trailing 12 months
P / E (TTM)
21.2
Trailing earnings · reciprocal yield 4.7%
FCF yield
10.5%
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
$42.22M
Latest balance sheet
Dividend yield
3.2%
Trailing 12 months
Shares change YoY
+3.0%
Year over year · more shares
Price change (1Y)
+8.6%
Trailing year
Short interest
1.2%
Latest settlement · 6.2 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Neutral Momentum Strong Sentiment Neutral Fundamentals Strong Quant / Vol Moderate
Market backdrop VIX 15.8 · calm Equity put/call 0.58
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg +7%
above
Price vs 50-day avg −3%
below
RSI (14) 42
neutral
MACD trend Negative
52-week position 72%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Strong
1-month return −2%
trailing
6-month return +18%
trailing
YTD return +9%
this year
Relative strength 0%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $19 › 200d $18 — 50d above 200d
Institutional flow Accumulating
+1% holders QoQ · +5 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
1.20% of float · ▲ +2.1% MoM · 6.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
70 holders — near 3-yr high, broad support
Squeeze score 44
elevated · 0–100
Fundamentals
Strong
Revenue growth +3%
Y/Y
EPS growth +204%
Y/Y
Free cash flow $18.8M
Valuation P/E 21.4
rich
Buyback $5.5M
remaining
Quant / Vol
risk profile
Moderate
Volatility 34%
annualized · 1-yr
Max drawdown −22%
past year
ATR 2.9%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Neutral
1 · 5 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+7% Bullish
Price vs 50-day avg
−3% Neutral
RSI (14)
42 Neutral
MACD trend
Negative Bearish
52-week position
72% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $19 › 200d $18 — 50d above 200d
Institutional flow Accumulating
+1% holders QoQ · +5 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
1.20% of float · ▲ +2.1% MoM · 6.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
70 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $15 Now $19 · 72% Range high $20
vs 200-day avg +7% vs 50-day avg -3%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
WHG
Westwood Holdings Group Inc
this stock
$178.21M +9.2% +3.2% 21.4 1.2%
BLK
BlackRock, Inc.
$350.83B +0.9% +16.2% 25.9 0.6%
BX
Blackstone Inc.
$96.46B -16.6% +9.2% 28.8 2.9%
KKR
KKR & Co. Inc.
$90.73B -20.7% -11.0% 1.5%
BN
BROOKFIELD Corp /ON/
$85.32B -16.7% 1.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
70
% held
57.4%
Net QoQ
+159.6K sh
Top holder
Allspring Global Investme…
Held Float
View
Held by Funds
Fund positions
102
View
Short & Settlement
Short Interest Rising
Shares short
114.0K
Days to cover
6.2d
Change
+2.3K sh
View
Short Volume
Short vol %
64%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
26
Value
$510
As of
Jul 28, 2026
View
Off-Exchange
Off-exchange %
33.1%
Week of
Aug 3, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$97.8M
Net income (FY)
$7.1M
EPS diluted
$0.79
View
Buybacks
Remaining
$5.5M
View
Filings
SEC Filings
Latest
8-K
Filed
Aug 6, 2026
This year
8
View
Proposed Sales
Value
$1.2M
Shares
75.0K
Filed
Apr 1, 2026
View
Earnings & Events
Earnings Calls
Last call
Aug 6, 2026
View

Performance

5D 20D 120D MTD YTD
WHG -1.4% -2.5% +17.6% -3.0% +9.2%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY -0.2% -0.7% -0.3% -2.6% -2.9%

Capital returns

Latest dividend
$0.15 / share · ex Sep 1, 2026
Raised 50%
Paid (TTM)
$0.60 / share · 4 payouts
Dividend yield (TTM, derived)
3.19%
Buyback program · as of Jun 30, 2026
Authorized
Spent (derived)
Remaining
$5.50M

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.

Key facts CIK 1165002 CUSIP 961765104 13F (30d) 15 filings 15 filers Visit website