WHG — Stock Film
STOCK FILMSCENE 1/11WHG · $19.22
Stock Expert AI presents
WHG
Westwood Holdings Group, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Westwood Holdings Group, Inc. A quick introduction.

On the stock market since 2002, it operates in the world of money and finance. It has 148 employees. Now — the numbers.

on the stock market since 2002
148 employees
$182.3M market value
Revenue last year:
$0
The net profit left over:
$0
Out of every $100 in sales, $7 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 7%

This is an established company with proven profits.

WHERE DOES THE MONEY COME FROM?
77%Asset Management
Asset Management 77%Fiduciary and Trust 22%Investment Performance 1%Trust performance-based fees <1%
77% of all revenue comes from a single line: Asset Management.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

THE SALES TREND
Sales are growing overall, with a pause along the way.

Average growth of 8% a year over the last 4 years. Red columns mark years that ended in a loss.

$73.1M
2021
$68.7M
2022
$89.8M
2023
$94.7M
2024
$97.8M
2025
What executives did with their own stock over the last 12 months:
14 buy83 sell

Executive selling isn’t always bad news; people sell for personal reasons too. Still, the thin buying side is worth noting.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
75
strong

Clearly above the class average — a step short of the very top.

FINANCIAL STRENGTH
42
weak

For a bank, strength is measured by capital buffers and reserves — not cash minus debt.

VALUATION
90
very strong

The price looks reasonable next to what the company earns.

GROWTH
92
very strong

Sales are growing strongly for its sector.

PRICE MOMENTUM
81
very strong

The stock has been running stronger than the market lately.

WORTH WATCHING

Financial Strength: The capital buffer looks thin next to its class; less room to absorb a rough stretch.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 28% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/2
Sales keep climbing

Over the last 3 years, sales grew about 12% a year on average.

2
THE BRIGHT SIDE · 2/2
Pays a steady dividend

It pays out $0.60 per share each year — regular cash for whoever holds the stock.

1
THE RISKS · 1/3
Executives lean toward selling

Over the last 12 months, executives reported 83 sells against just 14 buys. Not an alarm bell by itself, but a number worth watching.

2
THE RISKS · 2/3
A thin financial cushion

The balance sheet offers little cushion against a rough stretch. Report-card grade: 42/100.

3
THE RISKS · 3/3
Executives aren’t buying

No clear buy-side message is coming from the executive floor.

FINALE · THE GRADE
A
0 / 100 · MoonshotScore

On our five-subject report card, WHG sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”

The takeaway: WHG is an established business that has proven its profits for years. The real debate here isn’t the price — it’s whether the company can keep up this pace.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Jul 24, 2026 · stockexpertai.com · Stock Film