Jun 2026 (Q2 FY26) — Aug 6, 2026
Westwood Holdings Group Q2 FY26 — Strategic Growth in ETFs and Private Capital
Read the full callWestwood Holdings Group (WHG) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Westwood Holdings Group earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 25.3 | +9.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 8.1 | +4.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 1.5 | +48.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$18.74 +0.59% · +$0.11
Performance +14.0% 1Y
1Y: $16.44 on 17 Oct 2025 → $18.74. High $20.34 (7 Jul 2026), low $14.76 (18 Mar 2026).
- Previous close
- $18.63
- 52-week range
- $14.76 – $20.34
- One year
- +13.71%
Overview
- Symbol
- WHG
- Sector
- Financials
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Westwood Holdings Group earnings calls (WHG)
Financials
What the filings say
Net profit, year on year: +48% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 15 | 20 | 23 | 23 | 24 | 27 | 25 | 25 |
| Expenses | 24 | — | 23 | 22 | 22 | — | 26 | 23 |
| Operating profit | -0 | 3 | -0 | 1 | 2 | 2 | -1 | 2 |
| Operating margin | −3.2% | 12.5% | −0.3% | 3.8% | 8.3% | 8.0% | −6.0% | 8.1% |
| Profit before tax | -1 | -4 | 1 | 1 | 5 | 3 | 1 | 2 |
| Tax rate | −30.2% | −29.5% | 19.4% | 29.8% | 20.5% | 37.1% | 5.6% | 32.2% |
| Net profit | -1 | -3 | 0 | 1 | 4 | — | 1 | 2 |
| EPS ($ per share) | -0.15 | -0.40 | 0.06 | 0.12 | 0.44 | — | 0.09 | 0.18 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 31 | 11 | -2 | 4 | -4 | 5 | 6 | 9 |
| Total liabilities | 38 | 30 | 18 | 22 | 36 | 33 | 28 | 36 |
| Fixed assets | 4 | 4 | 3 | 2 | 2 | 1 | 1 | 1 |
| Investments | 66 | 50 | 70 | 65 | 15 | 33 | 28 | 21 |
| Total assets | 199 | 179 | 149 | 140 | 146 | 155 | 150 | 162 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 31 | 32 | -10 | 19 | 51 | -1 | 21 | 19 |
| Cash from investing | 4 | -5 | -0 | 10 | -34 | 4 | -5 | -4 |
| Cash from financing | -34 | -32 | -26 | -27 | -9 | -6 | -18 | -8 |
| Capital expenditure | -1 | -1 | -0 | -0 | -0 | -0 | -0 | -0 |
| Free cash flow | 30 | 32 | -10 | 19 | 51 | -1 | 21 | 19 |
Insider filings
82 filings between Nov 10, 2025 and Jul 2, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$1.54M
64 sales by 2 insiders
69% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 11
- Award — granted as compensation
- 7
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| BYRNE SUSAN M | — | $1.32M | Jul 2, 2026 |
| CASEY BRIAN O | — | $224.2K | Dec 10, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jul 2, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 4,481 | $89.1K |
| Jul 1, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 3,584 | $69.4K |
| Jun 30, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 1,091 | $20.9K |
| Jun 29, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 7,192 | $144.0K |
| Jun 26, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 4,274 | $82.9K |
| Jun 25, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 500 | $9.1K |
| Jun 24, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 1,300 | $23.8K |
| Jun 23, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 2,500 | $46.1K |
| Jun 22, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 1,000 | $18.3K |
| Jun 18, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 1,594 | $29.2K |
| Jun 17, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 350 | $6.3K |
| Jun 16, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 1,634 | $29.9K |
| Jun 15, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 2,910 | $52.3K |
| Jun 12, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 4,367 | $78.0K |
| Jun 11, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 3,300 | $57.5K |
| Jun 10, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 1,800 | $31.6K |
| Jun 9, 2026 | Ryan Janice Director | Award | 5,889 | $0 |
| Jun 9, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 1,900 | $33.2K |
| Jun 8, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 607 | $10.4K |
| Jun 5, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 616 | $10.7K |
| Jun 2, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 406 | $6.6K |
| Jun 1, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 1,300 | $20.8K |
| May 29, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 1,124 | $18.4K |
| May 28, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 2,028 | $33.2K |
| May 27, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 1,062 | $17.2K |
| May 26, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 1,666 | $27.0K |
| May 22, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 613 | $9.8K |
| May 21, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 300 | $4.8K |
| May 20, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 206 | $3.3K |
| May 18, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 651 | $10.5K |
| May 14, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 500 | $8.0K |
| May 13, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 300 | $4.8K |
| May 12, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 991 | $16.1K |
| May 11, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 876 | $14.4K |
| May 8, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 600 | $9.7K |
| May 7, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 1,000 | $16.1K |
| May 6, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 260 | $4.2K |
| May 5, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 678 | $10.9K |
| May 4, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 239 | $3.8K |
| May 1, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 478 | $7.8K |
| Apr 30, 2026 | Ryan Janice Director | Award | 5,780 | $0 |
| Apr 30, 2026 | Hoak J. Hale Director | Award | 5,780 | $0 |
| Apr 30, 2026 | Murray Katherine Director | Award | 5,780 | $0 |
| Apr 30, 2026 | Bowman Randy A Director | Award | 5,780 | $0 |
| Apr 30, 2026 | MASTERSON ELLEN H Director | Award | 5,780 | $0 |
| Apr 30, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 994 | $16.2K |
| Apr 29, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 500 | $8.3K |
| Apr 28, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 660 | $11.2K |
| Apr 27, 2026 | BYRNE SUSAN M Insider | Sale 10b5-1 plan | 733 | $12.2K |
| Apr 21, 2026 | BYRNE SUSAN M Insider | Sale | 532 | $8.6K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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