Westwood Holdings Group Inc
westwoodgroup.comWhat Do They Do?
Manages investment portfolios and provides advisory services to institutional investors, mutual funds, financial intermediaries and individuals, alongside trust and wealth services for individuals, families and institutions.
10-K for FY2025, filed Mar 4, 2026We manage investment assets and provide services for our clients through our subsidiaries, Westwood Management Corp., Westwood Advisors…View ↗
Westwood Management provides investment advisory services to large institutions, including corporate retirement plans, public retirement…View ↗
Westwood Management investment funds and advisory services are distributed through two primary market channels - Institutional and…View ↗
Wealth ManagementView ↗
How Do They Make Money?
Clients pay advisory fees based on the assets Westwood manages or advises on; billing may be quarterly in advance or arrears, or based on daily or monthly asset values. Trust clients pay asset-based or fixed fees, usually monthly or quarterly in arrears.
10-K for FY2025, filed Mar 4, 2026We derive our revenues from investment advisory fees, trust fees and other revenues. Our advisory fees are generated by Westwood…View ↗
Our trust fees are generated by Westwood Trust pursuant to trust or custodial agreements. Trust fees are separately negotiated with each…View ↗
Our advisory fees are generated by Westwood Management for managing client accounts under investment advisory and sub-advisory agreements.…View ↗
Our trust fees are generated by Westwood Trust pursuant to trust or custodial agreements. Trust fees are separately negotiated with each…View ↗
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10-K for FY2025, filed Mar 4, 2026
FY2025 revenue by product or service (Revenue from Contract with Customer, Excluding Assessed Tax) ↗
$97.8M
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10-K for FY2025, filed Mar 4, 2026
$97.8M ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Other Revenue Misc Services
|
0.4%
FY2022: −1.0%
|
Other Revenue Misc Services, FY2025
$346K Sources
|
|
|
performance fee
Recurring
|
1.2%
FY2022: 1.5%
|
performance fee, FY2025
$1.1M Sources
|
Recurring |
|
Trust Fee
Recurring
10-K for FY2025, filed Mar 4, 2026 |
22%
FY2022: 32%
|
Trust Fee, FY2025
$21.6M Sources
|
Recurring |
|
Investment Advisory Services
Recurring
10-K for FY2025, filed Mar 4, 2026 |
76%
FY2022: 68%
|
Investment Advisory Services, FY2025
$74.7M Sources
|
Recurring |
Who Are Their Customers?
Westwood Management markets to institutional plan sponsors, foundations, funds and financial advisers, and also reaches investors through consultants, other financial institutions and managed-account firms. Westwood Trust serves individuals, families and institutions.
10-K for FY2025, filed Mar 4, 2026Westwood Management investment funds and advisory services are distributed through two primary market channels - Institutional and…View ↗
The institutional team markets Westwood mutual funds, collective investment trusts, separate accounts and managed investment solutions, as…View ↗
In the intermediary and retail channel, our team directly markets our investment services, including the Westwood Funds®, Westwood ETFs and…View ↗
Managed accounts are similar to sub-advisory relationships in that a third-party financial institution, such as a broker-dealer or RIA…View ↗
Wealth ManagementView ↗
Do Revenues Turn Into Profits?
Yes. It kept 7 cents of every revenue dollar as net income in FY2025 and turned 19 cents into free cash flow.
How Are They Changing?
10-Q for Q2 FY2026, filed Aug 6, 2026
Open tableView ↗
Growing. Revenue grew 34% in 4 years, from $73.1M in FY2021 to $97.8M in FY2025, about 8% a year.
Customized portfolios
Managed Investment Solutions joined after the older report and adds customized portfolios tailored to institutional and wealth investors' goals and investment approaches.
10-K for FY2022, filed Mar 13, 2023 10-K for FY2025, filed Mar 4, 2026Our advisory business encompasses five distinct investment capabilities — United States ("U.S.") Value Equity, Multi-Asset, Energy and Real…View ↗
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