Westwood Holdings Group, Inc.
WHGFinancial ServicesNASDAQAsset Management
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Daily timeframeHeadquartered within the financial services sector, Westwood Holdings Group, Inc. focuses on Asset Management services and products. Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. Valued at $179.9M, WHG is a micro-cap name in its sector. The company operates in two segments, Advisory and Trust.
Market Cap
$179.9M
Beta
0.58
P/E (TTM)
21.92
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
10.8%
Annual Financials
Cash vs Debt
Where WHG stands vs its 150-day and 200-day moving averages
As of the September 3, 2026 close, WHG finished 9.69% above its 150-day moving average ($17.33) and 10.39% above its 200-day moving average ($17.22). 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 September 3, 2026 close, WHG's RSI(14) was 47.7, 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.
The balance sheet looks solid with $22.6M in cash comfortably exceeding the $12.4M debt load. A net cash position generally provides financial flexibility during uncertain economic periods. Free cash flow comes in at $10.3M, providing flexibility for reinvestment, buybacks, or dividends. Consistent free cash flow generation is often considered a sign of operational health. 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.
WHG's low beta indicates it tends to be less volatile than the broader market, which may suit investors seeking more stable price behavior. Understanding these risk dimensions helps frame what to watch going forward as conditions evolve for Westwood Holdings Group, Inc. and its sector.