Westwood Holdings Group, Inc.
WHGFinancial ServicesNASDAQAsset Management
Scan Results
Daily timeframeWestwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. At a $180.0M market cap, Westwood Holdings Group, Inc. ranks as a micro-cap company within financial services. The company operates in two segments, Advisory and Trust.
Market Cap
$180.0M
Beta
0.53
P/E (TTM)
21.93
P/E (Fwd)
—
EPS (TTM)
$0.86
EPS (Fwd)
—
ROE
6.3%
ROA
2.0%
Cash
$22.6M
Total Debt
$12.4M
Free CF
$10.3M
52W Change
12.7%
Annual Financials
Cash vs Debt
Where WHG stands vs its 150-day and 200-day moving averages
As of the October 20, 2026 close, WHG finished 5.10% above its 150-day moving average ($17.83) and 6.54% above its 200-day moving average ($17.59). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is WHG overbought or oversold?
At the October 20, 2026 close, WHG's RSI(14) was 46.5, in neutral territory (between 30 and 70). The MACD histogram was negative, so short-term momentum leaned bearish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
With $22.6M in cash and $12.4M in debt, WHG maintains more liquidity than leverage. This favorable balance sheet position can be an asset when capital markets become less accommodating. The company generates $10.3M in free cash flow annually, which funds everything from R&D to shareholder returns without needing external financing. Return on equity stands at 6.3%, which is modest for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 2.0% is on the lower side, which is common in asset-heavy industries. Revenue has grown from $68.7M (2022) to $97.8M (2025), reflecting a 42% increase over the period.
With a beta below 0.7, Westwood Holdings Group, Inc. typically sees smaller price swings than the overall market, offering a degree of stability during turbulent periods. It is important to consider these factors alongside broader market conditions and individual financial goals when reviewing WHG.