Stock analysis, trade plans, and proprietary indicators by Trend Edge.
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 Tru… Read full Trend Edge analysis →
Sector: Financial Services
Industry: Asset Management
Exchange: NYSE
IPO Date: June 13, 2002
Headquarters: 200 Crescent Court, Dallas, TX, United States, 75201
Hidden Gem: Yes — undiscovered relative to its market cap tier
Founder-Led: No
Key Metrics
Current Price
$16.26
Market Cap
$153M
Float
5.8M
Shares Outstanding
9.5M
P/E (Forward)
24.88
P/E (TTM)
19.37
Price/Sales (TTM)
1.53
Profit Margin
7.40%
Operating Margin (TTM)
-5.99%
Revenue (TTM)
$99.5M
Earnings Growth (YoY)
80.00%
Dividend Rate
0.6%
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2020
$65.1M
-$8.9M
$23.0M
$1.4M
2021
$73.1M
$9.8M
$30.5M
$8.3M
2022
$68.7M
-$4.6M
$28.6M
$4.8M
2023
$89.8M
$10.6M
$36.9M
$8.3M
2024
$94.7M
$2.2M
$38.7M
$10.5M
2025
$97.8M
$7.1M
$84.6M
$14.1M
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Jun 2025
$23.1M
$1.0M
Sep 2025
$24.3M
$3.7M
Dec 2025
$27.1M
$1.9M
Mar 2026
$25.0M
$782,000
Ownership & Float
Insider Ownership
9.8%
Institutional Ownership
64.5%
Short Float
2.4%
% of All Funds Holding
0.77%
Number of Funds Holding
63
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$16.17
Near-term / short-term trend
Weekly
40-Week SMA
$16.86
Medium-term trend
Weekly
80-Week SMA
$16.38
Cyclical trend (business cycle)
Weekly
200-Week SMA
$13.77
Secular trend (multi-year)
Monthly
10-Month SMA
$16.94
Near-term monthly trend
Monthly
20-Month SMA
$16.36
Medium-term monthly trend
Monthly
40-Month SMA
$14.19
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Westwood Holdings Group Inc
(WHG) powered by Claude Opus — Anthropic's most capable AI model.
The analysis covers five layers:
technical analysis (near-term, medium-term, cyclical, and secular trend, momentum,
volume shelf support and resistance, breakout and breakdown signals),
qualitative analysis (business model, competitive moat, sector dynamics),
insider sentiment (buy and sell signals from executive and director transactions),
share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and
fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit,
stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward.
Whether you are building a long position, initiating a short, or looking for a reversal setup,
AI Consult identifies the highest-probability signal from the current trend.