Westwood Holdings Group, Inc. (WHG)
Financials · NYQ
Price as at 1 Oct 2026, 03:55 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Westwood Holdings Group, Inc. trades at $18.63, which is 71% below the $31.95 our fair value estimate puts on the business. On that measure alone it screens as undervalued, though a valuation model is an argument rather than a measurement, and the market is frequently right about why something is cheap.
Our moat model scores it 39 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 23.2 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
WHG dividend history
Dividends per share by year
| Year | Total per share | Payments |
|---|---|---|
| 2026 (year to date) | $0.450 | 3 |
| 2025 | $0.600 | 4 |
| 2024 | $0.600 | 4 |
| 2023 | $0.600 | 4 |
| 2022 | $0.600 | 4 |
| 2021 | $2.95 | 5 |
| 2020 | $0.430 | 1 |
| 2019 | $2.88 | 4 |
| 2018 | $2.76 | 4 |
| 2017 | $2.54 | 4 |
| 2016 | $2.33 | 4 |
Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.
About Westwood Holdings Group, Inc.
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
WHG passes 5 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
2 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Mario Gabelli, GAMCO INVESTORS, INC. ET AL$8.50M · 0.1% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$6.30M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
WHG peers
The largest companies in the same industry (Asset Management), then in the same sector.
- KKR KKR & Co. Inc.
- APO Apollo Global Management, Inc.
- ARES Ares Management Corporation
- CG The Carlyle Group Inc.
- BEN Franklin Templeton Inc.
- BAMGF Brookfield Corporation
- OWL Blue Owl Capital Inc.
- PS Pershing Square Inc.
Every financials company we cover is on the Financials hub.
Common questions
Is Westwood Holdings Group, Inc. (WHG) undervalued?
Against our fair value estimate of $31.95, WHG at $18.63 is 71% below fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own WHG?
2 of the institutions we track reported a position in WHG in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is WHG's P/E ratio?
WHG trades at 23.2 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Does Westwood Holdings Group, Inc. (WHG) pay a dividend?
Yes. Westwood Holdings Group, Inc. yields 3.03% at the current share price. It has paid $0.600 per share over the trailing twelve months. It has paid a dividend in each of the last 24 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.
Where does SteadyShares get its WHG data?
Fundamentals for WHG come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 03:55 UTC and is delayed. Our data quality score for this company is 100/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for WHG, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.