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FY2025
12 months to Dec 31, 2025
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FY2024
12 months to Dec 31, 2024
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FY2023
12 months to Dec 31, 2023
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FY2022
12 months to Dec 31, 2022
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FY2021
12 months to Dec 31, 2021
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|---|---|---|---|---|---|
| Revenue from Contract with Customer, Including Assessed Tax | |||||
| Asset Management | |||||
| Investment Performance | |||||
| Fiduciary and Trust | |||||
| Trust performance-based fees | |||||
| Other Revenue, Net | |||||
| Total revenues | |||||
| Employee compensation and benefits | |||||
| Amortization of intangible assets | |||||
| General and Administrative Expense | |||||
| Total amortization of intangible assets | |||||
| Unrealized Gain (Loss) on Investments | |||||
| Net interest and dividend revenue | |||||
| Other Income | |||||
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest | |||||
| Provision for income taxes | |||||
| Net income | |||||
| Other comprehensive income (loss), net of tax: | |||||
| Other comprehensive income (loss) | |||||
| Net Income (Loss), Including Portion Attributable to Noncontrolling Interest | |||||
| Basic (in dollars per share) | |||||
| Diluted (in dollars per share) | |||||
| Weighted average shares outstanding: | |||||
| Basic (in shares) | |||||
| Diluted (in shares) | |||||
| Sales and marketing | |||||
| Westwood funds expense | |||||
| Westwood funds | |||||
| Information technology | |||||
| Professional services | |||||
| General and administrative | |||||
| Foreign Currency Transaction Gain (Loss), before Tax | |||||
| Business Combination, Separately Recognized Transactions, Expenses and Losses Recognized | |||||
| Operating Expenses | |||||
| Operating Income (Loss) | |||||
| Realized Investment Gains (Losses) | |||||
| Other Comprehensive Income (Loss), Net of Tax, Portion Attributable to Noncontrolling Interest | |||||
| Comprehensive Income (Loss), Net of Tax, Attributable to Parent | |||||
| Comprehensive Income (Loss), Net of Tax, Including Portion Attributable to Noncontrolling Interest | |||||
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