WESTWOOD HOLDINGS GROUP INC
For the period ended Mar 31, 2026. Filed Apr 30, 2026.
View on SEC.govAbout this filing
A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Mar 31, 2026 · Filed Apr 30, 2026
WHG$18.55-0.8%Stored close · as of Nov 10, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
See the whole filing, with its images and exhibitsContents
Condensed Consolidated Statements of Operations
(In thousands, except per share data and share amounts)
| Three Months Ended March 31, | ||
|---|---|---|
| 2026 | 2025 | |
| REVENUES: | ||
| Advisory fees: | ||
| Asset-based | $19,309 | $17,731 |
| Trust fees | 5,318 | 5,429 |
| Other, net | 339 | 92 |
| Total revenues | 24,966 | 23,252 |
| EXPENSES: | ||
| Employee compensation and benefits | 17,170 | 14,501 |
| Sales and marketing | 660 | 760 |
| Westwood funds | 864 | 897 |
| Information technology | 2,636 | 2,667 |
| Professional services | 2,146 | 1,613 |
| General and administrative | 2,986 | 2,882 |
| Total expenses | 26,462 | 23,320 |
| Net operating loss | (1,496) | (68) |
| Realized gains on private investments | 2,046 | — |
| Net change in unrealized depreciation on private investments | (15) | — |
| Net investment income | 293 | 383 |
| Other income | — | 277 |
| Income before income taxes | 828 | 592 |
| Provision for income taxes | 46 | 115 |
| Net income | $782 | $477 |
| Less: income (loss) attributable to noncontrolling interest | — | (1) |
| Income attributable to Westwood Holdings Group, Inc. | $782 | $478 |
| Earnings per share: | ||
| Basic | $0.09 | $0.06 |
| Diluted | $0.09 | $0.05 |
| Weighted average shares outstanding: | ||
| Basic | 8,498,350 | 8,253,912 |
| Diluted | 9,041,922 | 8,781,743 |
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.