$WHG
WESTWOOD HOLDINGS GROUP INC

2024 Q4 Form 10-Q Financial Statement

#000116500224000076 Filed on October 30, 2024

View on sec.gov

Income Statement

Concept 2024 Q4 2024 Q3
Revenue $23.72M
YoY Change 8.4%
Cost Of Revenue
YoY Change
Gross Profit
YoY Change
Gross Profit Margin
Selling, General & Admin $3.635M
YoY Change -8.53%
% of Gross Profit
Research & Development $2.572M
YoY Change 10.2%
% of Gross Profit
Depreciation & Amortization $1.149M
YoY Change -4.88%
% of Gross Profit
Operating Expenses $6.207M
YoY Change -1.6%
Operating Profit -$494.0K
YoY Change -66.0%
Interest Expense $587.0K
YoY Change 137.65%
% of Operating Profit
Other Income/Expense, Net $374.0K
YoY Change -92.9%
Pretax Income $467.0K
YoY Change -88.49%
Income Tax $308.0K
% Of Pretax Income 65.95%
Net Earnings $105.0K
YoY Change -96.87%
Net Earnings / Revenue 0.44%
Basic Earnings Per Share $0.01
Diluted Earnings Per Share $0.01
COMMON SHARES
Basic Shares Outstanding 9.272M shares 8.124M shares
Diluted Shares Outstanding 8.488M shares

Balance Sheet

Concept 2024 Q4 2024 Q3
SHORT-TERM ASSETS
Cash & Short-Term Investments $48.31M
YoY Change -0.37%
Cash & Equivalents $22.79M
Short-Term Investments $25.52M
Other Short-Term Assets $5.075M
YoY Change 22.91%
Inventory
Prepaid Expenses
Receivables $14.60M
Other Receivables $639.0K
Total Short-Term Assets $68.62M
YoY Change 3.63%
LONG-TERM ASSETS
Property, Plant & Equipment $1.014M
YoY Change -35.66%
Goodwill $39.50M
YoY Change 0.0%
Intangibles
YoY Change
Long-Term Investments $4.211M
YoY Change -1.06%
Other Assets $1.140M
YoY Change 16.09%
Total Long-Term Assets $82.88M
YoY Change -1.96%
TOTAL ASSETS
Total Short-Term Assets $68.62M
Total Long-Term Assets $82.88M
Total Assets $151.5M
YoY Change 0.5%
SHORT-TERM LIABILITIES
YoY Change
Accounts Payable $4.934M
YoY Change -24.36%
Accrued Expenses $9.806M
YoY Change 14.73%
Deferred Revenue
YoY Change
Short-Term Debt $0.00
YoY Change
Long-Term Debt Due
YoY Change
Total Short-Term Liabilities $16.17M
YoY Change -2.03%
LONG-TERM LIABILITIES
Long-Term Debt $0.00
YoY Change
Other Long-Term Liabilities $14.95M
YoY Change 3.49%
Total Long-Term Liabilities $10.67M $14.95M
YoY Change -36.24% 3.49%
TOTAL LIABILITIES
Total Short-Term Liabilities $16.17M
Total Long-Term Liabilities $10.67M $14.95M
Total Liabilities $31.12M
YoY Change 0.55%
SHAREHOLDERS EQUITY
Retained Earnings $4.293M
YoY Change 94.08%
Common Stock $202.4M
YoY Change 0.41%
Preferred Stock
YoY Change
Treasury Stock (at cost) $88.28M
YoY Change 2.66%
Treasury Stock Shares 1.408M shares
Shareholders Equity $118.4M
YoY Change
Total Liabilities & Shareholders Equity $151.5M
YoY Change 0.5%

Cashflow Statement

Concept 2024 Q4 2024 Q3
OPERATING ACTIVITIES
Net Income $105.0K
YoY Change -96.87%
Depreciation, Depletion And Amortization $1.149M
YoY Change -4.88%
Cash From Operating Activities $529.0K
YoY Change -129.69%
INVESTING ACTIVITIES
Capital Expenditures $10.00K
YoY Change -54.55%
Acquisitions
YoY Change
Other Investing Activities $0.00
YoY Change -100.0%
Cash From Investing Activities -$10.00K
YoY Change -100.2%
FINANCING ACTIVITIES
Cash Dividend Paid
YoY Change
Common Stock Issuance & Retirement, Net
YoY Change
Debt Paid & Issued, Net
YoY Change
Cash From Financing Activities -1.499M
YoY Change 20.21%
NET CHANGE
Cash From Operating Activities 529.0K
Cash From Investing Activities -10.00K
Cash From Financing Activities -1.499M
Net Change In Cash -980.0K
YoY Change -150.28%
FREE CASH FLOW
Cash From Operating Activities $529.0K
Capital Expenditures $10.00K
Free Cash Flow $519.0K
YoY Change -128.77%

Facts In Submission

Frame Concept Type Concept / XBRL Key Value Unit
CY2024Q3 us-gaap Other Assets Current
OtherAssetsCurrent
5075000 usd
CY2023Q4 us-gaap Other Assets Current
OtherAssetsCurrent
4543000 usd
CY2023Q4 us-gaap Assets Current
AssetsCurrent
72238000 usd
CY2024Q3 us-gaap Long Term Investments
LongTermInvestments
8944000 usd
CY2023Q4 us-gaap Long Term Investments
LongTermInvestments
7247000 usd
CY2024Q3 us-gaap Equity Method Investments
EquityMethodInvestments
4211000 usd
CY2023Q4 us-gaap Equity Method Investments
EquityMethodInvestments
4284000 usd
CY2024Q3 whg Longterm Investments Carriedat Fair Value
LongtermInvestmentsCarriedatFairValue
1919000 usd
CY2023Q4 whg Longterm Investments Carriedat Fair Value
LongtermInvestmentsCarriedatFairValue
241000 usd
CY2023Q4 us-gaap Goodwill
Goodwill
39501000 usd
CY2024Q3 us-gaap Deferred Income Tax Assets Net
DeferredIncomeTaxAssetsNet
1590000 usd
CY2023Q4 us-gaap Deferred Income Tax Assets Net
DeferredIncomeTaxAssetsNet
726000 usd
CY2024Q3 us-gaap Operating Lease Right Of Use Asset
OperatingLeaseRightOfUseAsset
2842000 usd
CY2023Q4 us-gaap Operating Lease Right Of Use Asset
OperatingLeaseRightOfUseAsset
3673000 usd
CY2024Q3 us-gaap Finite Lived Intangible Assets Net
FiniteLivedIntangibleAssetsNet
21718000 usd
CY2023Q4 us-gaap Finite Lived Intangible Assets Net
FiniteLivedIntangibleAssetsNet
24803000 usd
CY2024Q3 us-gaap Property Plant And Equipment Net
PropertyPlantAndEquipmentNet
1014000 usd
CY2023Q4 us-gaap Property Plant And Equipment Net
PropertyPlantAndEquipmentNet
1444000 usd
CY2024Q3 us-gaap Other Assets Noncurrent
OtherAssetsNoncurrent
1140000 usd
CY2023Q4 us-gaap Other Assets Noncurrent
OtherAssetsNoncurrent
1010000 usd
CY2024Q3 whg Total Long Term Assets
TotalLongTermAssets
82879000 usd
CY2023Q4 whg Total Long Term Assets
TotalLongTermAssets
82929000 usd
CY2024Q3 us-gaap Assets
Assets
151501000 usd
CY2023Q4 us-gaap Assets
Assets
155167000 usd
CY2024Q3 us-gaap Accounts Payable And Accrued Liabilities Current
AccountsPayableAndAccruedLiabilitiesCurrent
4934000 usd
CY2023Q4 us-gaap Accounts Payable And Accrued Liabilities Current
AccountsPayableAndAccruedLiabilitiesCurrent
6130000 usd
CY2024Q3 us-gaap Dividends Payable Current
DividendsPayableCurrent
1431000 usd
CY2023Q4 us-gaap Dividends Payable Current
DividendsPayableCurrent
1692000 usd
CY2024Q3 us-gaap Employee Related Liabilities Current
EmployeeRelatedLiabilitiesCurrent
8283000 usd
CY2023Q4 us-gaap Employee Related Liabilities Current
EmployeeRelatedLiabilitiesCurrent
9539000 usd
CY2024Q3 us-gaap Operating Lease Liability Current
OperatingLeaseLiabilityCurrent
1523000 usd
CY2023Q4 us-gaap Operating Lease Liability Current
OperatingLeaseLiabilityCurrent
1286000 usd
us-gaap Selling And Marketing Expense
SellingAndMarketingExpense
2027000 usd
us-gaap Selling And Marketing Expense
SellingAndMarketingExpense
2180000 usd
whg Mutual Fund Administration And Distribution
MutualFundAdministrationAndDistribution
2374000 usd
whg Mutual Fund Administration And Distribution
MutualFundAdministrationAndDistribution
2350000 usd
us-gaap Communications And Information Technology
CommunicationsAndInformationTechnology
7212000 usd
us-gaap Communications And Information Technology
CommunicationsAndInformationTechnology
7283000 usd
us-gaap Operating Income Loss
OperatingIncomeLoss
-1731000 usd
us-gaap Income Tax Expense Benefit
IncomeTaxExpenseBenefit
1704000 usd
us-gaap Profit Loss
ProfitLoss
112000 usd
us-gaap Profit Loss
ProfitLoss
7988000 usd
us-gaap Comprehensive Income Net Of Tax Including Portion Attributable To Noncontrolling Interest
ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest
112000 usd
us-gaap Comprehensive Income Net Of Tax Including Portion Attributable To Noncontrolling Interest
ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest
7988000 usd
us-gaap Noncontrolling Interest In Net Income Loss Other Noncontrolling Interests Nonredeemable
NoncontrollingInterestInNetIncomeLossOtherNoncontrollingInterestsNonredeemable
-46000 usd
us-gaap Noncontrolling Interest In Net Income Loss Other Noncontrolling Interests Nonredeemable
NoncontrollingInterestInNetIncomeLossOtherNoncontrollingInterestsNonredeemable
1044000 usd
us-gaap Comprehensive Income Net Of Tax
ComprehensiveIncomeNetOfTax
158000 usd
us-gaap Comprehensive Income Net Of Tax
ComprehensiveIncomeNetOfTax
6944000 usd
us-gaap Earnings Per Share Basic
EarningsPerShareBasic
0.02
us-gaap Earnings Per Share Basic
EarningsPerShareBasic
0.87
us-gaap Earnings Per Share Diluted
EarningsPerShareDiluted
0.02
us-gaap Earnings Per Share Diluted
EarningsPerShareDiluted
0.86
us-gaap Weighted Average Number Of Shares Outstanding Basic
WeightedAverageNumberOfSharesOutstandingBasic
8140664 shares
us-gaap Weighted Average Number Of Shares Outstanding Basic
WeightedAverageNumberOfSharesOutstandingBasic
7949773 shares
us-gaap Weighted Average Number Of Diluted Shares Outstanding
WeightedAverageNumberOfDilutedSharesOutstanding
8448629 shares
us-gaap Weighted Average Number Of Diluted Shares Outstanding
WeightedAverageNumberOfDilutedSharesOutstanding
8072739 shares
CY2023Q3 us-gaap Dividends Common Stock
DividendsCommonStock
1385000 usd
CY2023Q3 us-gaap Adjustments To Additional Paid In Capital Sharebased Compensation Requisite Service Period Recognition Value
AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue
1739000 usd
us-gaap Dividends Common Stock
DividendsCommonStock
4207000 usd
us-gaap Adjustments To Additional Paid In Capital Sharebased Compensation Requisite Service Period Recognition Value
AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue
4321000 usd
us-gaap Revenue From Contract With Customer Excluding Assessed Tax
RevenueFromContractWithCustomerExcludingAssessedTax
66552000 usd
CY2024Q3 us-gaap Debt Securities Trading And Equity Securities Fv Ni Cost
DebtSecuritiesTradingAndEquitySecuritiesFvNiCost
26389000 usd
whg Debt Securities Trading And Equity Securities Unrealized Gain
DebtSecuritiesTradingAndEquitySecuritiesUnrealizedGain
1364000 usd
dei Entity Central Index Key
EntityCentralIndexKey
0001165002
dei Current Fiscal Year End Date
CurrentFiscalYearEndDate
--12-31
dei Document Type
DocumentType
10-Q
dei Entity Emerging Growth Company
EntityEmergingGrowthCompany
false
CY2024Q3 us-gaap Accumulated Depreciation Depletion And Amortization Property Plant And Equipment
AccumulatedDepreciationDepletionAndAmortizationPropertyPlantAndEquipment
7144000 usd
CY2023Q4 us-gaap Accumulated Depreciation Depletion And Amortization Property Plant And Equipment
AccumulatedDepreciationDepletionAndAmortizationPropertyPlantAndEquipment
6462000 usd
CY2024Q3 us-gaap Common Stock Par Or Stated Value Per Share
CommonStockParOrStatedValuePerShare
0.01
CY2023Q4 us-gaap Common Stock Par Or Stated Value Per Share
CommonStockParOrStatedValuePerShare
0.01
CY2024Q3 us-gaap Common Stock Shares Authorized
CommonStockSharesAuthorized
25000000 shares
CY2023Q4 us-gaap Common Stock Shares Authorized
CommonStockSharesAuthorized
25000000 shares
CY2024Q3 us-gaap Common Stock Shares Issued
CommonStockSharesIssued
10314305 shares
CY2023Q4 us-gaap Common Stock Shares Issued
CommonStockSharesIssued
10182583 shares
CY2024Q3 us-gaap Common Stock Shares Outstanding
CommonStockSharesOutstanding
8906152 shares
CY2023Q4 us-gaap Common Stock Shares Outstanding
CommonStockSharesOutstanding
8904902 shares
CY2024Q3 us-gaap Treasury Stock Shares
TreasuryStockShares
1408152 shares
CY2023Q4 us-gaap Treasury Stock Shares
TreasuryStockShares
1277681 shares
CY2024Q3 us-gaap Commitments And Contingencies
CommitmentsAndContingencies
usd
CY2023Q4 us-gaap Commitments And Contingencies
CommitmentsAndContingencies
usd
CY2024Q3 us-gaap Common Stock Value
CommonStockValue
123000 usd
dei Document Quarterly Report
DocumentQuarterlyReport
true
dei Document Period End Date
DocumentPeriodEndDate
2024-09-30
dei Entity Tax Identification Number
EntityTaxIdentificationNumber
75-2969997
dei Entity Address Address Line1
EntityAddressAddressLine1
200 CRESCENT COURT, SUITE 1200
dei Entity Address City Or Town
EntityAddressCityOrTown
DALLAS,
dei Entity Address State Or Province
EntityAddressStateOrProvince
TX
dei Entity Address Postal Zip Code
EntityAddressPostalZipCode
75201
dei City Area Code
CityAreaCode
214
dei Local Phone Number
LocalPhoneNumber
756-6900
dei Trading Symbol
TradingSymbol
WHG
dei Security Exchange Name
SecurityExchangeName
NYSE
dei Entity Filer Category
EntityFilerCategory
Non-accelerated Filer
dei Entity Small Business
EntitySmallBusiness
true
dei Entity Shell Company
EntityShellCompany
false
CY2024Q4 dei Entity Common Stock Shares Outstanding
EntityCommonStockSharesOutstanding
9271573 shares
CY2024Q3 us-gaap Cash And Cash Equivalents At Carrying Value
CashAndCashEquivalentsAtCarryingValue
22790000 usd
CY2023Q4 us-gaap Cash And Cash Equivalents At Carrying Value
CashAndCashEquivalentsAtCarryingValue
20422000 usd
CY2024Q3 us-gaap Accounts Receivable Net Current
AccountsReceivableNetCurrent
14596000 usd
CY2023Q4 us-gaap Accounts Receivable Net Current
AccountsReceivableNetCurrent
14394000 usd
CY2024Q3 us-gaap Short Term Investments
ShortTermInvestments
25522000 usd
CY2023Q4 us-gaap Short Term Investments
ShortTermInvestments
32674000 usd
CY2024Q3 us-gaap Income Taxes Receivable
IncomeTaxesReceivable
639000 usd
CY2023Q4 us-gaap Income Taxes Receivable
IncomeTaxesReceivable
205000 usd
CY2024Q3 us-gaap Liabilities Current
LiabilitiesCurrent
16171000 usd
CY2023Q4 us-gaap Liabilities Current
LiabilitiesCurrent
18647000 usd
CY2024Q3 whg Dividends Payable Non Current
DividendsPayableNonCurrent
905000 usd
CY2023Q4 whg Dividends Payable Non Current
DividendsPayableNonCurrent
675000 usd
CY2024Q3 us-gaap Asset Acquisition Contingent Consideration Liability
AssetAcquisitionContingentConsiderationLiability
12000000 usd
CY2023Q4 us-gaap Asset Acquisition Contingent Consideration Liability
AssetAcquisitionContingentConsiderationLiability
10133000 usd
CY2024Q3 us-gaap Operating Lease Liability Noncurrent
OperatingLeaseLiabilityNoncurrent
2041000 usd
CY2023Q4 us-gaap Operating Lease Liability Noncurrent
OperatingLeaseLiabilityNoncurrent
3266000 usd
CY2024Q4 us-gaap Liabilities Noncurrent
LiabilitiesNoncurrent
14946000 usd
CY2023Q4 us-gaap Liabilities Noncurrent
LiabilitiesNoncurrent
14074000 usd
CY2024Q3 us-gaap Liabilities
Liabilities
31117000 usd
CY2023Q4 us-gaap Liabilities
Liabilities
32721000 usd
CY2024Q3 us-gaap Additional Paid In Capital Common Stock
AdditionalPaidInCapitalCommonStock
202247000 usd
CY2023Q4 us-gaap Treasury Stock Value
TreasuryStockValue
85990000 usd
CY2024Q3 us-gaap Retained Earnings Accumulated Deficit
RetainedEarningsAccumulatedDeficit
4293000 usd
CY2023Q4 us-gaap Retained Earnings Accumulated Deficit
RetainedEarningsAccumulatedDeficit
4650000 usd
CY2024Q3 us-gaap Stockholders Equity
StockholdersEquity
118385000 usd
CY2023Q4 us-gaap Stockholders Equity
StockholdersEquity
120401000 usd
CY2024Q3 us-gaap Members Equity Attributable To Noncontrolling Interest
MembersEquityAttributableToNoncontrollingInterest
1999000 usd
CY2023Q4 us-gaap Members Equity Attributable To Noncontrolling Interest
MembersEquityAttributableToNoncontrollingInterest
2045000 usd
CY2024Q3 us-gaap Members Equity
MembersEquity
120384000 usd
CY2023Q4 us-gaap Members Equity
MembersEquity
122446000 usd
CY2024Q3 us-gaap Liabilities And Stockholders Equity
LiabilitiesAndStockholdersEquity
151501000 usd
CY2023Q4 us-gaap Liabilities And Stockholders Equity
LiabilitiesAndStockholdersEquity
155167000 usd
CY2024Q3 whg Other Revenue Net
OtherRevenueNet
498000 usd
CY2023Q3 whg Other Revenue Net
OtherRevenueNet
-85000 usd
whg Other Revenue Net
OtherRevenueNet
1622000 usd
whg Other Revenue Net
OtherRevenueNet
145000 usd
us-gaap Revenues
Revenues
66552000 usd
CY2024Q3 us-gaap Labor And Related Expense
LaborAndRelatedExpense
13572000 usd
CY2023Q3 us-gaap Labor And Related Expense
LaborAndRelatedExpense
12661000 usd
us-gaap Labor And Related Expense
LaborAndRelatedExpense
41921000 usd
us-gaap Labor And Related Expense
LaborAndRelatedExpense
40551000 usd
CY2024Q3 us-gaap Selling And Marketing Expense
SellingAndMarketingExpense
644000 usd
CY2023Q3 us-gaap Selling And Marketing Expense
SellingAndMarketingExpense
676000 usd
CY2023Q3 whg Mutual Fund Administration And Distribution
MutualFundAdministrationAndDistribution
872000 usd
CY2024Q3 us-gaap Communications And Information Technology
CommunicationsAndInformationTechnology
2572000 usd
CY2023Q3 us-gaap Communications And Information Technology
CommunicationsAndInformationTechnology
2334000 usd
CY2024Q3 us-gaap Professional Fees
ProfessionalFees
1812000 usd
CY2023Q3 us-gaap Professional Fees
ProfessionalFees
1009000 usd
us-gaap Professional Fees
ProfessionalFees
4751000 usd
us-gaap Professional Fees
ProfessionalFees
3893000 usd
CY2024Q3 us-gaap General And Administrative Expense
GeneralAndAdministrativeExpense
2991000 usd
CY2023Q3 us-gaap General And Administrative Expense
GeneralAndAdministrativeExpense
3298000 usd
us-gaap General And Administrative Expense
GeneralAndAdministrativeExpense
8903000 usd
us-gaap General And Administrative Expense
GeneralAndAdministrativeExpense
9579000 usd
CY2024Q3 us-gaap Foreign Currency Transaction Gain Loss Before Tax
ForeignCurrencyTransactionGainLossBeforeTax
-1824000 usd
CY2023Q3 us-gaap Foreign Currency Transaction Gain Loss Before Tax
ForeignCurrencyTransactionGainLossBeforeTax
-2483000 usd
CY2023Q3 us-gaap Business Combination Separately Recognized Transactions Expenses And Losses Recognized
BusinessCombinationSeparatelyRecognizedTransactionsExpensesAndLossesRecognized
0 usd
us-gaap Business Combination Separately Recognized Transactions Expenses And Losses Recognized
BusinessCombinationSeparatelyRecognizedTransactionsExpensesAndLossesRecognized
0 usd
us-gaap Business Combination Separately Recognized Transactions Expenses And Losses Recognized
BusinessCombinationSeparatelyRecognizedTransactionsExpensesAndLossesRecognized
209000 usd
CY2024Q3 us-gaap Costs And Expenses
CostsAndExpenses
24213000 usd
CY2023Q3 us-gaap Costs And Expenses
CostsAndExpenses
23333000 usd
us-gaap Costs And Expenses
CostsAndExpenses
70870000 usd
us-gaap Costs And Expenses
CostsAndExpenses
63390000 usd
CY2024Q3 us-gaap Operating Income Loss
OperatingIncomeLoss
-494000 usd
us-gaap Operating Income Loss
OperatingIncomeLoss
3162000 usd
CY2024Q3 us-gaap Unrealized Gain Loss On Investments
UnrealizedGainLossOnInvestments
0 usd
CY2023Q3 us-gaap Unrealized Gain Loss On Investments
UnrealizedGainLossOnInvestments
0 usd
us-gaap Disposal Group Not Discontinued Operation Gain Loss On Disposal
DisposalGroupNotDiscontinuedOperationGainLossOnDisposal
1590000 usd
CY2024Q3 us-gaap Income Tax Expense Benefit
IncomeTaxExpenseBenefit
308000 usd
CY2023Q3 us-gaap Income Tax Expense Benefit
IncomeTaxExpenseBenefit
-316000 usd
us-gaap Income Tax Expense Benefit
IncomeTaxExpenseBenefit
530000 usd
CY2023Q3 us-gaap Profit Loss
ProfitLoss
4375000 usd
CY2024Q3 us-gaap Comprehensive Income Net Of Tax Including Portion Attributable To Noncontrolling Interest
ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest
159000 usd
CY2023Q3 us-gaap Comprehensive Income Net Of Tax Including Portion Attributable To Noncontrolling Interest
ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest
4375000 usd
CY2024Q3 us-gaap Noncontrolling Interest In Net Income Loss Other Noncontrolling Interests Nonredeemable
NoncontrollingInterestInNetIncomeLossOtherNoncontrollingInterestsNonredeemable
54000 usd
CY2023Q3 us-gaap Noncontrolling Interest In Net Income Loss Other Noncontrolling Interests Nonredeemable
NoncontrollingInterestInNetIncomeLossOtherNoncontrollingInterestsNonredeemable
1019000 usd
CY2024Q3 us-gaap Comprehensive Income Net Of Tax
ComprehensiveIncomeNetOfTax
105000 usd
CY2023Q3 us-gaap Comprehensive Income Net Of Tax
ComprehensiveIncomeNetOfTax
3356000 usd
CY2024Q3 us-gaap Earnings Per Share Basic
EarningsPerShareBasic
0.01
CY2023Q3 us-gaap Earnings Per Share Basic
EarningsPerShareBasic
0.42
CY2024Q3 us-gaap Earnings Per Share Diluted
EarningsPerShareDiluted
0.01
CY2023Q3 us-gaap Earnings Per Share Diluted
EarningsPerShareDiluted
0.41
CY2024Q3 us-gaap Weighted Average Number Of Shares Outstanding Basic
WeightedAverageNumberOfSharesOutstandingBasic
8123714 shares
CY2023Q3 us-gaap Weighted Average Number Of Shares Outstanding Basic
WeightedAverageNumberOfSharesOutstandingBasic
8002537 shares
CY2024Q3 us-gaap Weighted Average Number Of Diluted Shares Outstanding
WeightedAverageNumberOfDilutedSharesOutstanding
8488372 shares
CY2023Q3 us-gaap Weighted Average Number Of Diluted Shares Outstanding
WeightedAverageNumberOfDilutedSharesOutstanding
8116747 shares
CY2024Q1 us-gaap Stockholders Equity
StockholdersEquity
120466000 usd
CY2024Q3 us-gaap Net Income Loss
NetIncomeLoss
105000 usd
CY2024Q3 us-gaap Profit Loss
ProfitLoss
159000 usd
CY2023Q3 us-gaap Stockholders Equity
StockholdersEquity
119803000 usd
us-gaap Net Income Loss Attributable To Noncontrolling Interest
NetIncomeLossAttributableToNoncontrollingInterest
-46000 usd
us-gaap Profit Loss
ProfitLoss
112000 usd
dei Document Fiscal Year Focus
DocumentFiscalYearFocus
2024
dei Document Fiscal Period Focus
DocumentFiscalPeriodFocus
Q3
dei Amendment Flag
AmendmentFlag
false
dei Entity Current Reporting Status
EntityCurrentReportingStatus
Yes
dei Entity Interactive Data Current
EntityInteractiveDataCurrent
Yes
CY2024Q3 us-gaap Goodwill
Goodwill
39501000 usd
dei Entity Registrant Name
EntityRegistrantName
WESTWOOD HOLDINGS GROUP, INC.
dei Entity Incorporation State Country Code
EntityIncorporationStateCountryCode
DE
dei Security12b Title
Security12bTitle
Common stock, par value $0.01 per share
CY2023Q4 us-gaap Common Stock Value
CommonStockValue
119000 usd
CY2024Q3 whg Mutual Fund Administration And Distribution
MutualFundAdministrationAndDistribution
798000 usd
CY2023Q3 us-gaap Operating Income Loss
OperatingIncomeLoss
-1453000 usd
CY2024Q3 us-gaap Profit Loss
ProfitLoss
159000 usd
CY2024Q3 us-gaap Net Income Loss Attributable To Noncontrolling Interest
NetIncomeLossAttributableToNoncontrollingInterest
54000 usd
us-gaap Treasury Stock Value Acquired Cost Method
TreasuryStockValueAcquiredCostMethod
1348000 usd
us-gaap Restricted Stock Value Shares Issued Net Of Tax Withholdings
RestrictedStockValueSharesIssuedNetOfTaxWithholdings
940000 usd
CY2024Q3 us-gaap Stockholders Equity Including Portion Attributable To Noncontrolling Interest
StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest
120384000 usd
us-gaap Stock Issued During Period Value Restricted Stock Award Net Of Forfeitures
StockIssuedDuringPeriodValueRestrictedStockAwardNetOfForfeitures
0 usd
us-gaap Profit Loss
ProfitLoss
112000 usd
us-gaap Depreciation
Depreciation
464000 usd
us-gaap Amortization Of Intangible Assets
AmortizationOfIntangibleAssets
3085000 usd
us-gaap Share Based Compensation
ShareBasedCompensation
4321000 usd
us-gaap Deferred Income Tax Expense Benefit
DeferredIncomeTaxExpenseBenefit
-864000 usd
whg Noncashleaseexpense
Noncashleaseexpense
831000 usd
whg Rou Assets And Lease Liability Remeasurement Adjustment
RouAssetsAndLeaseLiabilityRemeasurementAdjustment
0 usd
us-gaap Business Combination Contingent Consideration Arrangements Change In Amount Of Contingent Consideration Liability1
BusinessCombinationContingentConsiderationArrangementsChangeInAmountOfContingentConsiderationLiability1
3682000 usd
CY2023Q3 us-gaap Comprehensive Income Net Of Tax
ComprehensiveIncomeNetOfTax
3356000 usd
CY2023Q3 whg Incremental Common Shares Attributable To Nonvested Restricted Shares
IncrementalCommonSharesAttributableToNonvestedRestrictedShares
114210 shares
CY2024Q3 us-gaap Weighted Average Number Of Diluted Shares Outstanding
WeightedAverageNumberOfDilutedSharesOutstanding
8488372 shares
CY2023Q3 us-gaap Weighted Average Number Of Diluted Shares Outstanding
WeightedAverageNumberOfDilutedSharesOutstanding
8116747 shares
CY2024Q3 us-gaap Earnings Per Share Basic
EarningsPerShareBasic
0.01
CY2023Q3 us-gaap Earnings Per Share Basic
EarningsPerShareBasic
0.42
CY2024Q3 us-gaap Earnings Per Share Diluted
EarningsPerShareDiluted
0.01
CY2023Q3 us-gaap Earnings Per Share Diluted
EarningsPerShareDiluted
0.41
us-gaap Common Stock Dividends Per Share Declared
CommonStockDividendsPerShareDeclared
0.15
us-gaap Common Stock Dividends Per Share Declared
CommonStockDividendsPerShareDeclared
0.15
us-gaap Employee Service Share Based Compensation Nonvested Awards Total Compensation Cost Not Yet Recognized Period For Recognition1
EmployeeServiceShareBasedCompensationNonvestedAwardsTotalCompensationCostNotYetRecognizedPeriodForRecognition1
P2Y6M
us-gaap Stock Issued During Period Shares Share Based Compensation Forfeited
StockIssuedDuringPeriodSharesShareBasedCompensationForfeited
56625 shares
us-gaap Stock Issued During Period Value Restricted Stock Award Forfeitures
StockIssuedDuringPeriodValueRestrictedStockAwardForfeitures
1300000 usd
CY2024Q3 whg Mutual Fund Incentive Award Liability
MutualFundIncentiveAwardLiability
50000 usd
CY2023Q4 whg Mutual Fund Incentive Award Liability
MutualFundIncentiveAwardLiability
79000 usd
dei Document Transition Report
DocumentTransitionReport
false
CY2024Q3 us-gaap Assets Current
AssetsCurrent
68622000 usd
CY2023Q4 us-gaap Additional Paid In Capital Common Stock
AdditionalPaidInCapitalCommonStock
201622000 usd
CY2024Q3 us-gaap Treasury Stock Value
TreasuryStockValue
88278000 usd
CY2024Q3 us-gaap Revenues
Revenues
23719000 usd
CY2023Q3 us-gaap Revenues
Revenues
21880000 usd
us-gaap Revenues
Revenues
69139000 usd
us-gaap Foreign Currency Transaction Gain Loss Before Tax
ForeignCurrencyTransactionGainLossBeforeTax
-3682000 usd
us-gaap Foreign Currency Transaction Gain Loss Before Tax
ForeignCurrencyTransactionGainLossBeforeTax
2655000 usd
CY2024Q3 us-gaap Business Combination Separately Recognized Transactions Expenses And Losses Recognized
BusinessCombinationSeparatelyRecognizedTransactionsExpensesAndLossesRecognized
0 usd
us-gaap Unrealized Gain Loss On Investments
UnrealizedGainLossOnInvestments
0 usd
us-gaap Unrealized Gain Loss On Investments
UnrealizedGainLossOnInvestments
24000 usd
us-gaap Investment Income Investment Expense
InvestmentIncomeInvestmentExpense
587000 usd
us-gaap Investment Income Investment Expense
InvestmentIncomeInvestmentExpense
247000 usd
us-gaap Disposal Group Not Discontinued Operation Gain Loss On Disposal
DisposalGroupNotDiscontinuedOperationGainLossOnDisposal
630000 usd
CY2024Q3 us-gaap Other Income
OtherIncome
374000 usd
CY2023Q3 us-gaap Other Income
OtherIncome
5265000 usd
us-gaap Other Income
OtherIncome
783000 usd
us-gaap Other Income
OtherIncome
5876000 usd
CY2024Q3 us-gaap Income Loss From Continuing Operations Before Income Taxes Extraordinary Items Noncontrolling Interest
IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest
467000 usd
CY2023Q3 us-gaap Income Loss From Continuing Operations Before Income Taxes Extraordinary Items Noncontrolling Interest
IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest
4059000 usd
us-gaap Income Loss From Continuing Operations Before Income Taxes Extraordinary Items Noncontrolling Interest
IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest
642000 usd
us-gaap Income Loss From Continuing Operations Before Income Taxes Extraordinary Items Noncontrolling Interest
IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest
9692000 usd
CY2024Q3 us-gaap Dividends Common Stock
DividendsCommonStock
1377000 usd
CY2024Q3 us-gaap Adjustments To Additional Paid In Capital Sharebased Compensation Requisite Service Period Recognition Value
AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue
1409000 usd
CY2024Q3 us-gaap Treasury Stock Value Acquired Cost Method
TreasuryStockValueAcquiredCostMethod
273000 usd
CY2024Q3 us-gaap Stockholders Equity Including Portion Attributable To Noncontrolling Interest
StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest
120384000 usd
CY2022Q2 us-gaap Stockholders Equity
StockholdersEquity
115099000 usd
CY2023Q3 us-gaap Net Income Loss
NetIncomeLoss
3356000 usd
CY2023Q3 us-gaap Net Income Loss Attributable To Noncontrolling Interest
NetIncomeLossAttributableToNoncontrollingInterest
1019000 usd
CY2023Q3 us-gaap Profit Loss
ProfitLoss
4375000 usd
us-gaap Stock Issued During Period Value Restricted Stock Award Net Of Forfeitures
StockIssuedDuringPeriodValueRestrictedStockAwardNetOfForfeitures
0 usd
CY2023Q3 us-gaap Restricted Stock Value Shares Issued Net Of Tax Withholdings
RestrictedStockValueSharesIssuedNetOfTaxWithholdings
25000 usd
us-gaap Net Income Loss
NetIncomeLoss
158000 usd
CY2022Q4 us-gaap Stockholders Equity
StockholdersEquity
110648000 usd
us-gaap Net Income Loss
NetIncomeLoss
6944000 usd
us-gaap Net Income Loss Attributable To Noncontrolling Interest
NetIncomeLossAttributableToNoncontrollingInterest
1044000 usd
us-gaap Profit Loss
ProfitLoss
7988000 usd
us-gaap Noncontrolling Interest Increase From Business Combination
NoncontrollingInterestIncreaseFromBusinessCombination
994000 usd
us-gaap Noncontrolling Interest Increase From Business Combination
NoncontrollingInterestIncreaseFromBusinessCombination
994000 usd
us-gaap Dividends Common Stock
DividendsCommonStock
4076000 usd
us-gaap Adjustments To Additional Paid In Capital Sharebased Compensation Requisite Service Period Recognition Value
AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue
5111000 usd
us-gaap Restricted Stock Value Shares Issued Net Of Tax Withholdings
RestrictedStockValueSharesIssuedNetOfTaxWithholdings
862000 usd
CY2023Q3 us-gaap Stockholders Equity
StockholdersEquity
119803000 usd
us-gaap Profit Loss
ProfitLoss
7988000 usd
us-gaap Depreciation
Depreciation
511000 usd
us-gaap Amortization Of Intangible Assets
AmortizationOfIntangibleAssets
3106000 usd
us-gaap Trading Securities Unrealized Holding Gain Loss
TradingSecuritiesUnrealizedHoldingGainLoss
917000 usd
us-gaap Trading Securities Unrealized Holding Gain Loss
TradingSecuritiesUnrealizedHoldingGainLoss
499000 usd
us-gaap Share Based Compensation
ShareBasedCompensation
5111000 usd
us-gaap Deferred Income Tax Expense Benefit
DeferredIncomeTaxExpenseBenefit
652000 usd
whg Noncashleaseexpense
Noncashleaseexpense
844000 usd
us-gaap Gain Loss On Disposition Of Assets1
GainLossOnDispositionOfAssets1
0 usd
us-gaap Gain Loss On Disposition Of Assets1
GainLossOnDispositionOfAssets1
69000 usd
whg Rou Assets And Lease Liability Remeasurement Adjustment
RouAssetsAndLeaseLiabilityRemeasurementAdjustment
-119000 usd
us-gaap Business Combination Contingent Consideration Arrangements Change In Amount Of Contingent Consideration Liability1
BusinessCombinationContingentConsiderationArrangementsChangeInAmountOfContingentConsiderationLiability1
-2655000 usd
us-gaap Proceeds From Insurance Settlement Operating Activities
ProceedsFromInsuranceSettlementOperatingActivities
0 usd
us-gaap Proceeds From Insurance Settlement Operating Activities
ProceedsFromInsuranceSettlementOperatingActivities
-5000000 usd
us-gaap Increase Decrease In Trading Securities
IncreaseDecreaseInTradingSecurities
-6267000 usd
us-gaap Increase Decrease In Trading Securities
IncreaseDecreaseInTradingSecurities
15626000 usd
us-gaap Increase Decrease In Accounts Receivable
IncreaseDecreaseInAccountsReceivable
202000 usd
us-gaap Increase Decrease In Accounts Receivable
IncreaseDecreaseInAccountsReceivable
-1355000 usd
us-gaap Increase Decrease In Other Current Assets
IncreaseDecreaseInOtherCurrentAssets
644000 usd
us-gaap Increase Decrease In Other Current Assets
IncreaseDecreaseInOtherCurrentAssets
-1101000 usd
us-gaap Increase Decrease In Accounts Payable And Accrued Liabilities
IncreaseDecreaseInAccountsPayableAndAccruedLiabilities
-1192000 usd
us-gaap Increase Decrease In Accounts Payable And Accrued Liabilities
IncreaseDecreaseInAccountsPayableAndAccruedLiabilities
-55000 usd
us-gaap Increase Decrease In Employee Related Liabilities
IncreaseDecreaseInEmployeeRelatedLiabilities
-1254000 usd
us-gaap Increase Decrease In Employee Related Liabilities
IncreaseDecreaseInEmployeeRelatedLiabilities
-1428000 usd
us-gaap Increase Decrease In Accrued Taxes Payable
IncreaseDecreaseInAccruedTaxesPayable
-434000 usd
us-gaap Increase Decrease In Accrued Taxes Payable
IncreaseDecreaseInAccruedTaxesPayable
25000 usd
us-gaap Increase Decrease In Other Operating Liabilities
IncreaseDecreaseInOtherOperatingLiabilities
-1041000 usd
us-gaap Increase Decrease In Other Operating Liabilities
IncreaseDecreaseInOtherOperatingLiabilities
-1064000 usd
us-gaap Net Cash Provided By Used In Operating Activities
NetCashProvidedByUsedInOperatingActivities
12214000 usd
us-gaap Net Cash Provided By Used In Operating Activities
NetCashProvidedByUsedInOperatingActivities
-5684000 usd
us-gaap Payments To Acquire Businesses Net Of Cash Acquired
PaymentsToAcquireBusinessesNetOfCashAcquired
0 usd
us-gaap Payments To Acquire Businesses Net Of Cash Acquired
PaymentsToAcquireBusinessesNetOfCashAcquired
-741000 usd
us-gaap Payments To Acquire Property Plant And Equipment
PaymentsToAcquirePropertyPlantAndEquipment
34000 usd
us-gaap Payments To Acquire Property Plant And Equipment
PaymentsToAcquirePropertyPlantAndEquipment
119000 usd
us-gaap Payments To Acquire Intangible Assets
PaymentsToAcquireIntangibleAssets
1500000 usd
us-gaap Payments To Acquire Intangible Assets
PaymentsToAcquireIntangibleAssets
0 usd
us-gaap Proceeds From Insurance Settlement Investing Activities
ProceedsFromInsuranceSettlementInvestingActivities
0 usd
us-gaap Proceeds From Insurance Settlement Investing Activities
ProceedsFromInsuranceSettlementInvestingActivities
5000000 usd
us-gaap Net Cash Provided By Used In Investing Activities
NetCashProvidedByUsedInInvestingActivities
-1534000 usd
us-gaap Net Cash Provided By Used In Investing Activities
NetCashProvidedByUsedInInvestingActivities
4140000 usd
us-gaap Payments For Repurchase Of Common Stock
PaymentsForRepurchaseOfCommonStock
1348000 usd
us-gaap Payments For Repurchase Of Common Stock
PaymentsForRepurchaseOfCommonStock
0 usd
us-gaap Payments Related To Tax Withholding For Share Based Compensation
PaymentsRelatedToTaxWithholdingForShareBasedCompensation
940000 usd
us-gaap Payments Related To Tax Withholding For Share Based Compensation
PaymentsRelatedToTaxWithholdingForShareBasedCompensation
863000 usd
us-gaap Payment For Contingent Consideration Liability Financing Activities
PaymentForContingentConsiderationLiabilityFinancingActivities
-1815000 usd
us-gaap Payments Of Dividends
PaymentsOfDividends
4209000 usd
us-gaap Payments Of Dividends
PaymentsOfDividends
4274000 usd
us-gaap Net Cash Provided By Used In Financing Activities
NetCashProvidedByUsedInFinancingActivities
-8312000 usd
us-gaap Net Cash Provided By Used In Financing Activities
NetCashProvidedByUsedInFinancingActivities
-5137000 usd
us-gaap Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents Period Increase Decrease Including Exchange Rate Effect
CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect
2368000 usd
us-gaap Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents Period Increase Decrease Including Exchange Rate Effect
CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect
-6681000 usd
CY2023Q4 us-gaap Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents
CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents
20422000 usd
CY2022Q4 us-gaap Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents
CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents
23859000 usd
CY2024Q3 us-gaap Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents
CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents
22790000 usd
CY2023Q3 us-gaap Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents
CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents
17178000 usd
us-gaap Income Taxes Paid Net
IncomeTaxesPaidNet
1817000 usd
us-gaap Income Taxes Paid Net
IncomeTaxesPaidNet
1024000 usd
whg Dividends Accrued
DividendsAccrued
2336000 usd
whg Dividends Accrued
DividendsAccrued
2220000 usd
us-gaap Nature Of Operations
NatureOfOperations
DESCRIPTION OF THE BUSINESS <div style="margin-top:6pt;text-indent:27pt"><span style="color:#000000;font-family:'Times New Roman',sans-serif;font-size:10pt;font-weight:400;line-height:120%">Westwood Holdings Group, Inc. (“Westwood”, “the Company”, “we”, “us” or “our”) was incorporated under the laws of the State of Delaware on December 12, 2001. Westwood manages investment assets and provides services for its clients through its wholly-owned subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C. and Salient Advisors, L.P. (referred to hereinafter together as “Westwood Management”), and Westwood Trust.</span></div><div style="margin-top:6pt;text-indent:27pt"><span style="color:#000000;font-family:'Times New Roman',sans-serif;font-size:10pt;font-weight:400;line-height:120%">Westwood Management provides investment advisory services to institutional clients, a family of mutual funds called the Westwood Funds®, other mutual funds, individual investors and clients of Westwood Trust. Westwood Trust provides trust and custodial services and participation in self-sponsored common trust funds (“CTFs”) to institutions and high net worth individuals. Revenue is largely dependent on the total value and composition of assets under management ("AUM") and fluctuations in financial markets and in the composition of AUM impact our revenues and results of operations.</span></div><div style="margin-top:6pt;text-indent:27pt"><span style="color:#000000;font-family:'Times New Roman',sans-serif;font-size:10pt;font-weight:400;line-height:120%">Westwood Management is registered with the Securities and Exchange Commission ("SEC") as an investment adviser under the Investment Advisers Act of 1940. Westwood Trust is chartered and regulated by the Texas Department of Banking.</span></div>
us-gaap Business Combination Step Acquisition Equity Interest In Acquiree Fair Value1
BusinessCombinationStepAcquisitionEquityInterestInAcquireeFairValue1
0.48 usd
CY2024Q4 us-gaap Other Minority Interests
OtherMinorityInterests
0.32 usd
us-gaap Asset Acquisition Consideration Transferred
AssetAcquisitionConsiderationTransferred
1200000 usd
CY2024Q4 us-gaap Minority Interest Ownership Percentage By Noncontrolling Owners
MinorityInterestOwnershipPercentageByNoncontrollingOwners
0.80
CY2024Q4 us-gaap Business Combination Step Acquisition Equity Interest In Acquiree Percentage
BusinessCombinationStepAcquisitionEquityInterestInAcquireePercentage
0.32
CY2024Q4 us-gaap Business Combination Step Acquisition Equity Interest In Acquiree Including Subsequent Acquisition Percentage
BusinessCombinationStepAcquisitionEquityInterestInAcquireeIncludingSubsequentAcquisitionPercentage
0.80
whg Business Combination Consideration Transferred Broadmark
BusinessCombinationConsiderationTransferredBroadmark
1200000 usd
CY2023Q4 us-gaap Business Combination Acquisition Of Less Than100 Percent Noncontrolling Interest Fair Value
BusinessCombinationAcquisitionOfLessThan100PercentNoncontrollingInterestFairValue
2400000 usd
whg Business Combination Consideration Transferred Gross Broadmark
BusinessCombinationConsiderationTransferredGrossBroadmark
1600000 usd
us-gaap Payments To Acquire Businesses Gross
PaymentsToAcquireBusinessesGross
1570000 usd
us-gaap Cash Acquired In Excess Of Payments To Acquire Business
CashAcquiredInExcessOfPaymentsToAcquireBusiness
-402000 usd
us-gaap Business Combination Consideration Transferred1
BusinessCombinationConsiderationTransferred1
1168000 usd
CY2023Q4 us-gaap Investment Owned At Fair Value
InvestmentOwnedAtFairValue
2417000 usd
whg Business Combination Acquisition Of Less Than100 Percent Of Broadmark Noncontontrolling Interest
BusinessCombinationAcquisitionOfLessThan100PercentOfBroadmarkNoncontontrollingInterest
994000 usd
CY2023Q4 us-gaap Business Combination Recognized Identifiable Assets Acquired And Liabilities Assumed Liabilities
BusinessCombinationRecognizedIdentifiableAssetsAcquiredAndLiabilitiesAssumedLiabilities
919000 usd
CY2023Q4 us-gaap Business Combination Recognized Identifiable Assets Acquired And Liabilities Assumed Net
BusinessCombinationRecognizedIdentifiableAssetsAcquiredAndLiabilitiesAssumedNet
382000 usd
us-gaap Goodwill Acquired During Period
GoodwillAcquiredDuringPeriod
4197000 usd
CY2024Q4 us-gaap Nonredeemable Noncontrolling Interest
NonredeemableNoncontrollingInterest
1000000 usd
CY2024Q3 us-gaap Business Combination Pro Forma Information Revenue Of Acquiree Since Acquisition Date Actual
BusinessCombinationProFormaInformationRevenueOfAcquireeSinceAcquisitionDateActual
0.8 usd
CY2024Q3 us-gaap Business Combination Pro Forma Information Earnings Or Loss Of Acquiree Since Acquisition Date Actual
BusinessCombinationProFormaInformationEarningsOrLossOfAcquireeSinceAcquisitionDateActual
300000 usd
us-gaap Business Combination Pro Forma Information Revenue Of Acquiree Since Acquisition Date Actual
BusinessCombinationProFormaInformationRevenueOfAcquireeSinceAcquisitionDateActual
2600000 usd
us-gaap Business Combination Pro Forma Information Earnings Or Loss Of Acquiree Since Acquisition Date Actual
BusinessCombinationProFormaInformationEarningsOrLossOfAcquireeSinceAcquisitionDateActual
200000 usd
CY2023Q3 us-gaap Business Combination Pro Forma Information Revenue Of Acquiree Since Acquisition Date Actual
BusinessCombinationProFormaInformationRevenueOfAcquireeSinceAcquisitionDateActual
1100000 usd
CY2023Q3 us-gaap Business Combination Pro Forma Information Earnings Or Loss Of Acquiree Since Acquisition Date Actual
BusinessCombinationProFormaInformationEarningsOrLossOfAcquireeSinceAcquisitionDateActual
4000000 usd
us-gaap Business Combination Pro Forma Information Revenue Of Acquiree Since Acquisition Date Actual
BusinessCombinationProFormaInformationRevenueOfAcquireeSinceAcquisitionDateActual
3400000 usd
us-gaap Business Combination Pro Forma Information Earnings Or Loss Of Acquiree Since Acquisition Date Actual
BusinessCombinationProFormaInformationEarningsOrLossOfAcquireeSinceAcquisitionDateActual
4100000 usd
CY2023Q3 us-gaap Business Acquisitions Pro Forma Revenue
BusinessAcquisitionsProFormaRevenue
21880000 usd
us-gaap Business Acquisitions Pro Forma Revenue
BusinessAcquisitionsProFormaRevenue
66552000 usd
CY2023Q3 us-gaap Business Acquisitions Pro Forma Net Income Loss
BusinessAcquisitionsProFormaNetIncomeLoss
3952000 usd
us-gaap Business Acquisitions Pro Forma Net Income Loss
BusinessAcquisitionsProFormaNetIncomeLoss
7565000 usd
us-gaap Payment For Contingent Consideration Liability Investing Activities
PaymentForContingentConsiderationLiabilityInvestingActivities
-1800000 usd
CY2024Q3 us-gaap Revenue From Contract With Customer Excluding Assessed Tax
RevenueFromContractWithCustomerExcludingAssessedTax
23719000 usd
CY2023Q3 us-gaap Revenue From Contract With Customer Excluding Assessed Tax
RevenueFromContractWithCustomerExcludingAssessedTax
21880000 usd
us-gaap Revenue From Contract With Customer Excluding Assessed Tax
RevenueFromContractWithCustomerExcludingAssessedTax
69139000 usd
CY2024Q3 us-gaap Revenue From Contract With Customer Excluding Assessed Tax
RevenueFromContractWithCustomerExcludingAssessedTax
23719000 usd
CY2023Q3 us-gaap Revenue From Contract With Customer Excluding Assessed Tax
RevenueFromContractWithCustomerExcludingAssessedTax
21880000 usd
us-gaap Revenue From Contract With Customer Excluding Assessed Tax
RevenueFromContractWithCustomerExcludingAssessedTax
69139000 usd
us-gaap Revenue From Contract With Customer Excluding Assessed Tax
RevenueFromContractWithCustomerExcludingAssessedTax
66552000 usd
us-gaap Number Of Reportable Segments
NumberOfReportableSegments
2 segment
CY2024Q3 whg Revenue From External Sources
RevenueFromExternalSources
23221000 usd
CY2024Q3 whg Net Intersegment Revenues
NetIntersegmentRevenues
0 usd
CY2024Q3 whg Otherrevenue
Otherrevenue
498000 usd
CY2024Q3 us-gaap Revenues
Revenues
23719000 usd
CY2024Q3 us-gaap Assets
Assets
151501000 usd
CY2024Q3 us-gaap Goodwill
Goodwill
39501000 usd
CY2024Q3 us-gaap Equity Method Investments
EquityMethodInvestments
4211000 usd
us-gaap Payments To Acquire Property Plant And Equipment
PaymentsToAcquirePropertyPlantAndEquipment
34000 usd
CY2023Q3 whg Revenue From External Sources
RevenueFromExternalSources
21965000 usd
CY2023Q3 whg Net Intersegment Revenues
NetIntersegmentRevenues
0 usd
CY2023Q3 whg Otherrevenue
Otherrevenue
-85000 usd
CY2023Q3 us-gaap Revenues
Revenues
21880000 usd
CY2023Q3 us-gaap Assets
Assets
150751000 usd
CY2023Q3 us-gaap Goodwill
Goodwill
39501000 usd
CY2023Q3 us-gaap Equity Method Investments
EquityMethodInvestments
4256000 usd
us-gaap Payments To Acquire Property Plant And Equipment
PaymentsToAcquirePropertyPlantAndEquipment
119000 usd
whg Revenue From External Sources
RevenueFromExternalSources
67517000 usd
whg Net Intersegment Revenues
NetIntersegmentRevenues
0 usd
whg Otherrevenue
Otherrevenue
1622000 usd
us-gaap Revenues
Revenues
69139000 usd
whg Revenue From External Sources
RevenueFromExternalSources
66407000 usd
whg Net Intersegment Revenues
NetIntersegmentRevenues
0 usd
whg Otherrevenue
Otherrevenue
145000 usd
us-gaap Revenues
Revenues
66552000 usd
CY2024Q4 whg Carrying Value Private Investment
CarryingValuePrivateInvestment
4400000 usd
CY2024Q3 us-gaap Cost Method Investments
CostMethodInvestments
4400000 usd
CY2024Q4 whg Investment Carrying Value Vista
InvestmentCarryingValueVista
2800000 usd
CY2024Q3 whg Carrying Value Private Investment Tx Stock Exchange
CarryingValuePrivateInvestmentTxStockExchange
1500000 usd
CY2024Q3 whg Long Term Investments Carried At Fair Value Using Nav
LongTermInvestmentsCarriedAtFairValueUsingNAV
300000 usd
CY2024Q3 whg Carrying Value Private Investment Funds
CarryingValuePrivateInvestmentFunds
1000000 usd
CY2024Q3 us-gaap Trading Securities Debt Amortized Cost
TradingSecuritiesDebtAmortizedCost
24939000 usd
us-gaap Debt Securities Trading Unrealized Gain
DebtSecuritiesTradingUnrealizedGain
883000 usd
us-gaap Debt Securities Trading Unrealized Loss
DebtSecuritiesTradingUnrealizedLoss
300000 usd
CY2024Q3 us-gaap Trading Securities Debt
TradingSecuritiesDebt
25522000 usd
whg Debt Securities Trading And Equity Securities Unrealized Loss
DebtSecuritiesTradingAndEquitySecuritiesUnrealizedLoss
312000 usd
CY2024Q3 us-gaap Trading Securities
TradingSecurities
27441000 usd
CY2023Q4 us-gaap Trading Securities Debt Amortized Cost
TradingSecuritiesDebtAmortizedCost
32717000 usd
CY2023Q3 us-gaap Debt Securities Trading Unrealized Gain
DebtSecuritiesTradingUnrealizedGain
320000 usd
CY2023Q3 us-gaap Debt Securities Trading Unrealized Loss
DebtSecuritiesTradingUnrealizedLoss
363000 usd
CY2023Q4 us-gaap Trading Securities Debt
TradingSecuritiesDebt
32674000 usd
CY2023Q4 us-gaap Debt Securities Trading And Equity Securities Fv Ni Cost
DebtSecuritiesTradingAndEquitySecuritiesFvNiCost
32982000 usd
CY2023Q3 whg Debt Securities Trading And Equity Securities Unrealized Gain
DebtSecuritiesTradingAndEquitySecuritiesUnrealizedGain
327000 usd
CY2023Q3 whg Debt Securities Trading And Equity Securities Unrealized Loss
DebtSecuritiesTradingAndEquitySecuritiesUnrealizedLoss
394000 usd
CY2023Q4 us-gaap Trading Securities
TradingSecurities
32915000 usd
CY2024Q3 us-gaap Trading Securities Debt
TradingSecuritiesDebt
25522000 usd
CY2024Q3 us-gaap Trading Securities
TradingSecurities
27441000 usd
CY2023Q4 us-gaap Trading Securities Debt
TradingSecuritiesDebt
32674000 usd
CY2023Q4 us-gaap Trading Securities
TradingSecurities
32915000 usd
CY2023Q2 us-gaap Fair Value Measurement With Unobservable Inputs Reconciliation Recurring Basis Asset Value
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisAssetValue
0 usd
CY2022Q4 us-gaap Fair Value Measurement With Unobservable Inputs Reconciliation Recurring Basis Asset Value
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisAssetValue
2792000 usd
CY2023Q3 us-gaap Fair Value Measurement With Unobservable Inputs Reconciliation Recurring Basis Asset Sales
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisAssetSales
0 usd
us-gaap Fair Value Measurement With Unobservable Inputs Reconciliation Recurring Basis Asset Sales
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisAssetSales
-2792000 usd
CY2023Q3 us-gaap Fair Value Measurement With Unobservable Inputs Reconciliation Recurring Basis Asset Value
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisAssetValue
0 usd
CY2023Q3 us-gaap Fair Value Measurement With Unobservable Inputs Reconciliation Recurring Basis Asset Value
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisAssetValue
0 usd
CY2024Q2 us-gaap Fair Value Measurement With Unobservable Inputs Reconciliations Recurring Basis Liability Value
FairValueMeasurementWithUnobservableInputsReconciliationsRecurringBasisLiabilityValue
10176000 usd
CY2023Q1 us-gaap Fair Value Measurement With Unobservable Inputs Reconciliations Recurring Basis Liability Value
FairValueMeasurementWithUnobservableInputsReconciliationsRecurringBasisLiabilityValue
7763000 usd
CY2023Q4 us-gaap Fair Value Measurement With Unobservable Inputs Reconciliations Recurring Basis Liability Value
FairValueMeasurementWithUnobservableInputsReconciliationsRecurringBasisLiabilityValue
10133000 usd
CY2022Q4 us-gaap Fair Value Measurement With Unobservable Inputs Reconciliations Recurring Basis Liability Value
FairValueMeasurementWithUnobservableInputsReconciliationsRecurringBasisLiabilityValue
12901000 usd
CY2024Q3 us-gaap Payment For Contingent Consideration Liability Financing Activities
PaymentForContingentConsiderationLiabilityFinancingActivities
0 usd
us-gaap Payment For Contingent Consideration Liability Financing Activities
PaymentForContingentConsiderationLiabilityFinancingActivities
-1815000 usd
CY2024Q3 us-gaap Fair Value Measurement With Unobservable Inputs Reconciliation Recurring Basis Liability Gain Loss Included In Earnings
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisLiabilityGainLossIncludedInEarnings
1824000 usd
CY2023Q3 us-gaap Fair Value Measurement With Unobservable Inputs Reconciliation Recurring Basis Liability Gain Loss Included In Earnings
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisLiabilityGainLossIncludedInEarnings
2483000 usd
us-gaap Fair Value Measurement With Unobservable Inputs Reconciliation Recurring Basis Liability Gain Loss Included In Earnings
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisLiabilityGainLossIncludedInEarnings
3682000 usd
us-gaap Fair Value Measurement With Unobservable Inputs Reconciliation Recurring Basis Liability Gain Loss Included In Earnings
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisLiabilityGainLossIncludedInEarnings
-2655000 usd
CY2024Q3 us-gaap Fair Value Measurement With Unobservable Inputs Reconciliations Recurring Basis Liability Value
FairValueMeasurementWithUnobservableInputsReconciliationsRecurringBasisLiabilityValue
12000000 usd
CY2023Q3 us-gaap Fair Value Measurement With Unobservable Inputs Reconciliations Recurring Basis Liability Value
FairValueMeasurementWithUnobservableInputsReconciliationsRecurringBasisLiabilityValue
10246000 usd
CY2024Q3 us-gaap Fair Value Measurement With Unobservable Inputs Reconciliations Recurring Basis Liability Value
FairValueMeasurementWithUnobservableInputsReconciliationsRecurringBasisLiabilityValue
12000000 usd
CY2023Q3 us-gaap Fair Value Measurement With Unobservable Inputs Reconciliations Recurring Basis Liability Value
FairValueMeasurementWithUnobservableInputsReconciliationsRecurringBasisLiabilityValue
10246000 usd
us-gaap Asset Acquisition Consideration Transferred Contingent Consideration
AssetAcquisitionConsiderationTransferredContingentConsideration
12000000 usd
CY2024Q3 whg Unobservable Input Revenue Retention Discount Rate Minimum
UnobservableInputRevenueRetentionDiscountRateMinimum
true
CY2024Q3 whg Unobservable Input Revenue Retention Discount Rate Maximum
UnobservableInputRevenueRetentionDiscountRateMaximum
true
CY2024Q3 whg Unobservable Input Revenue Retention Discount Rate Weighted Average
UnobservableInputRevenueRetentionDiscountRateWeightedAverage
true
CY2024Q3 whg Unobservable Input Revenue Retention Volatility Minimum
UnobservableInputRevenueRetentionVolatilityMinimum
true
CY2024Q3 whg Unobservable Input Revenue Retention Volatility Maximum
UnobservableInputRevenueRetentionVolatilityMaximum
true
CY2024Q3 whg Unobservable Input Revenue Retention Volatility Weighted Average
UnobservableInputRevenueRetentionVolatilityWeightedAverage
true
CY2024Q3 whg Unobservable Input Growth Discount Rate Minimum
UnobservableInputGrowthDiscountRateMinimum
true
CY2024Q3 whg Unobservable Input Growth Discount Rate Maximum
UnobservableInputGrowthDiscountRateMaximum
true
CY2024Q3 whg Unobservable Input Growth Discount Rate Weighted Average
UnobservableInputGrowthDiscountRateWeightedAverage
true
CY2024Q3 whg Unobservable Input Growth Volatility Minimum
UnobservableInputGrowthVolatilityMinimum
true
CY2024Q3 whg Unobservable Input Growth Volatility Maximum
UnobservableInputGrowthVolatilityMaximum
true
CY2024Q3 whg Unobservable Input Growth Volatility Weighted Average
UnobservableInputGrowthVolatilityWeightedAverage
true
CY2023Q3 whg Unobservable Input Revenue Retention Discount Rate Minimum
UnobservableInputRevenueRetentionDiscountRateMinimum
true
CY2023Q3 whg Unobservable Input Revenue Retention Discount Rate Maximum
UnobservableInputRevenueRetentionDiscountRateMaximum
true
CY2023Q3 whg Unobservable Input Revenue Retention Discount Rate Weighted Average
UnobservableInputRevenueRetentionDiscountRateWeightedAverage
true
CY2023Q3 whg Unobservable Input Revenue Retention Volatility Minimum
UnobservableInputRevenueRetentionVolatilityMinimum
true
CY2023Q3 whg Unobservable Input Revenue Retention Volatility Maximum
UnobservableInputRevenueRetentionVolatilityMaximum
true
CY2023Q3 whg Unobservable Input Revenue Retention Volatility Weighted Average
UnobservableInputRevenueRetentionVolatilityWeightedAverage
true
CY2023Q3 whg Unobservable Input Growth Discount Rate Minimum
UnobservableInputGrowthDiscountRateMinimum
true
CY2023Q3 whg Unobservable Input Growth Discount Rate Maximum
UnobservableInputGrowthDiscountRateMaximum
true
CY2023Q3 whg Unobservable Input Growth Discount Rate Weighted Average
UnobservableInputGrowthDiscountRateWeightedAverage
true
CY2023Q3 whg Unobservable Input Growth Volatility Minimum
UnobservableInputGrowthVolatilityMinimum
true
CY2023Q3 whg Unobservable Input Growth Volatility Maximum
UnobservableInputGrowthVolatilityMaximum
true
CY2023Q3 whg Unobservable Input Growth Volatility Weighted Average
UnobservableInputGrowthVolatilityWeightedAverage
true
CY2024Q3 us-gaap Comprehensive Income Net Of Tax
ComprehensiveIncomeNetOfTax
105000 usd
us-gaap Comprehensive Income Net Of Tax
ComprehensiveIncomeNetOfTax
158000 usd
us-gaap Comprehensive Income Net Of Tax
ComprehensiveIncomeNetOfTax
6944000 usd
CY2024Q3 us-gaap Weighted Average Number Of Shares Outstanding Basic
WeightedAverageNumberOfSharesOutstandingBasic
8123714 shares
CY2023Q3 us-gaap Weighted Average Number Of Shares Outstanding Basic
WeightedAverageNumberOfSharesOutstandingBasic
8002537 shares
us-gaap Weighted Average Number Of Shares Outstanding Basic
WeightedAverageNumberOfSharesOutstandingBasic
8140664 shares
us-gaap Weighted Average Number Of Shares Outstanding Basic
WeightedAverageNumberOfSharesOutstandingBasic
7949773 shares
CY2024Q3 whg Incremental Common Shares Attributable To Nonvested Restricted Shares
IncrementalCommonSharesAttributableToNonvestedRestrictedShares
364658 shares
whg Incremental Common Shares Attributable To Nonvested Restricted Shares
IncrementalCommonSharesAttributableToNonvestedRestrictedShares
307965 shares
whg Incremental Common Shares Attributable To Nonvested Restricted Shares
IncrementalCommonSharesAttributableToNonvestedRestrictedShares
122966 shares
us-gaap Weighted Average Number Of Diluted Shares Outstanding
WeightedAverageNumberOfDilutedSharesOutstanding
8448629 shares
us-gaap Weighted Average Number Of Diluted Shares Outstanding
WeightedAverageNumberOfDilutedSharesOutstanding
8072739 shares
us-gaap Earnings Per Share Basic
EarningsPerShareBasic
0.02
us-gaap Earnings Per Share Basic
EarningsPerShareBasic
0.87
us-gaap Earnings Per Share Diluted
EarningsPerShareDiluted
0.02
us-gaap Earnings Per Share Diluted
EarningsPerShareDiluted
0.86
CY2023Q4 whg Trust Segment Goodwill
TrustSegmentGoodwill
16401000 usd
CY2023Q4 whg Advisory Segment Goodwill
AdvisorySegmentGoodwill
23100000 usd
CY2023Q4 whg Balance At December312021
BalanceAtDecember312021
39501000 usd
CY2024Q3 whg Trust Segment Goodwill
TrustSegmentGoodwill
16401000 usd
CY2024Q3 whg Advisory Segment Goodwill
AdvisorySegmentGoodwill
23100000 usd
CY2024Q3 whg Balance At December312021
BalanceAtDecember312021
39501000 usd
CY2022Q4 whg Trust Segment Goodwill
TrustSegmentGoodwill
16401000 usd
CY2022Q4 whg Advisory Segment Goodwill
AdvisorySegmentGoodwill
19331000 usd
CY2022Q4 whg Balance At December312021
BalanceAtDecember312021
35732000 usd
us-gaap Goodwill Purchase Accounting Adjustments
GoodwillPurchaseAccountingAdjustments
-428000 usd
whg Goodwill Adjustments Total
GoodwillAdjustmentsTotal
-428000 usd
us-gaap Goodwill Acquired During Period
GoodwillAcquiredDuringPeriod
4197000 usd
whg Acquired Goodwill Total
AcquiredGoodwillTotal
4197000 usd
CY2023Q3 whg Trust Segment Goodwill
TrustSegmentGoodwill
16401000 usd
CY2023Q3 whg Advisory Segment Goodwill
AdvisorySegmentGoodwill
23100000 usd
CY2023Q3 whg Balance At December312021
BalanceAtDecember312021
39501000 usd
us-gaap Impairment Of Intangible Assets Excluding Goodwill
ImpairmentOfIntangibleAssetsExcludingGoodwill
0 usd
us-gaap Impairment Of Intangible Assets Excluding Goodwill
ImpairmentOfIntangibleAssetsExcludingGoodwill
0 usd
CY2024Q3 us-gaap Stock Repurchase Program Remaining Authorized Repurchase Amount1
StockRepurchaseProgramRemainingAuthorizedRepurchaseAmount1
500000 usd
CY2024Q3 us-gaap Stock Repurchased During Period Shares
StockRepurchasedDuringPeriodShares
21879 shares
CY2024Q3 us-gaap Treasury Stock Acquired Average Cost Per Share
TreasuryStockAcquiredAverageCostPerShare
12.50
CY2024Q3 us-gaap Stock Repurchased During Period Value
StockRepurchasedDuringPeriodValue
300000 usd
us-gaap Stock Repurchased During Period Shares
StockRepurchasedDuringPeriodShares
108225 shares
us-gaap Treasury Stock Acquired Average Cost Per Share
TreasuryStockAcquiredAverageCostPerShare
12.46
us-gaap Stock Repurchased During Period Value
StockRepurchasedDuringPeriodValue
1300000 usd
CY2024Q3 us-gaap Variable Interest Entity Activity Between Vie And Entity Revenues
VariableInterestEntityActivityBetweenVIEAndEntityRevenues
8000000.0 usd
CY2023Q3 us-gaap Variable Interest Entity Activity Between Vie And Entity Revenues
VariableInterestEntityActivityBetweenVIEAndEntityRevenues
8100000 usd
us-gaap Variable Interest Entity Activity Between Vie And Entity Revenues
VariableInterestEntityActivityBetweenVIEAndEntityRevenues
23600000 usd
us-gaap Variable Interest Entity Activity Between Vie And Entity Revenues
VariableInterestEntityActivityBetweenVIEAndEntityRevenues
24000000.0 usd
CY2024Q3 us-gaap Assets Under Management Carrying Amount
AssetsUnderManagementCarryingAmount
16752000000 usd
CY2024Q3 us-gaap Minority Interest In Joint Ventures
MinorityInterestInJointVentures
4000000 usd

Files In Submission

Name View Source Status
0001165002-24-000076-index-headers.html Edgar Link pending
0001165002-24-000076-index.html Edgar Link pending
0001165002-24-000076.txt Edgar Link pending
0001165002-24-000076-xbrl.zip Edgar Link pending
a3q24exhibit311.htm Edgar Link pending
a3q24exhibit312.htm Edgar Link pending
a3q24exhibit321.htm Edgar Link pending
a3q24exhibit322.htm Edgar Link pending
Financial_Report.xlsx Edgar Link pending
MetaLinks.json Edgar Link pending
R1.htm Edgar Link pending
R10.htm Edgar Link pending
R11.htm Edgar Link pending
R12.htm Edgar Link pending
R13.htm Edgar Link pending
R14.htm Edgar Link pending
R15.htm Edgar Link pending
R16.htm Edgar Link pending
R17.htm Edgar Link pending
R18.htm Edgar Link pending
R19.htm Edgar Link pending
R2.htm Edgar Link pending
R20.htm Edgar Link pending
R21.htm Edgar Link pending
R22.htm Edgar Link pending
R23.htm Edgar Link pending
R24.htm Edgar Link pending
R25.htm Edgar Link pending
R26.htm Edgar Link pending
R27.htm Edgar Link pending
R28.htm Edgar Link pending
R29.htm Edgar Link pending
R3.htm Edgar Link pending
R30.htm Edgar Link pending
R31.htm Edgar Link pending
R32.htm Edgar Link pending
R33.htm Edgar Link pending
R34.htm Edgar Link pending
R35.htm Edgar Link pending
R36.htm Edgar Link pending
R37.htm Edgar Link pending
R38.htm Edgar Link pending
R39.htm Edgar Link pending
R4.htm Edgar Link pending
R40.htm Edgar Link pending
R41.htm Edgar Link pending
R42.htm Edgar Link pending
R43.htm Edgar Link pending
R44.htm Edgar Link pending
R45.htm Edgar Link pending
R46.htm Edgar Link pending
R47.htm Edgar Link pending
R5.htm Edgar Link pending
R6.htm Edgar Link pending
R7.htm Edgar Link pending
R8.htm Edgar Link pending
R9.htm Edgar Link pending
report.css Edgar Link pending
Show.js Edgar Link pending
whg-20240930.htm Edgar Link pending
whg-20240930.xsd Edgar Link pending
whg-20240930_def.xml Edgar Link unprocessable
whg-20240930_lab.xml Edgar Link unprocessable
whg-20240930_pre.xml Edgar Link unprocessable
whg-20240930_htm.xml Edgar Link completed
FilingSummary.xml Edgar Link unprocessable
whg-20240930_cal.xml Edgar Link unprocessable