Westwood Holdings Group IncWHG
Price$18.63Intrinsic value$13.8126% below price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
FY EPS (est.)
$0.83next fiscal year
Monitoring Framework
Key Performance Indicators
Assets Under Management (AUM) Quarterly17.3B
Assets Under Advisement (AUA) Quarterly900M
Total Revenues Quarterly25M
Non-GAAP Economic Earnings Quarterly2.8M
Watch Items
  • Compensation and Benefits Expense RatioTrigger: Exceeding 65% of total revenuesAction: Evaluate cost-control measures and align incentive structures with net flows.
  • Net Client FlowsTrigger: Net outflows exceeding $100 million in a single quarterAction: Review distribution channels, consultant relationships, and product performance.
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Research as of 20 Jun 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.