Westwood Group (WHG) Revenue & Revenue Breakdown

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Westwood Group Revenue Highlights

Latest Revenue (Y)

$97.76M

Latest Revenue (Q)

$24.29M

Main Segment (Y)

Asset Management

Main Geography (Y)

UNITED STATES

Westwood Group Revenue by Period

Westwood Group Revenue by Year

Date	Revenue	Change
2025-12-31	$97.76M	3.21%
2024-12-31	$94.72M	5.50%
2023-12-31	$89.78M	30.72%
2022-12-31	$68.68M	-5.99%
2021-12-31	$73.05M	12.20%
2020-12-31	$65.11M	-22.56%
2019-12-31	$84.08M	-31.25%
2018-12-31	$122.30M	-8.58%
2017-12-31	$133.78M	8.75%
2016-12-31	$123.02M	-6.04%
2015-12-31	$130.94M	15.63%
2014-12-31	$113.24M	23.32%
2013-12-31	$91.83M	18.49%
2012-12-31	$77.50M	12.46%
2011-12-31	$68.91M	24.58%
2010-12-31	$55.31M	100.00%
2009-12-31	-	100.00%
2008-12-31	-	-100.00%
2007-12-31	$36.29M	32.63%
2006-12-31	$27.36M	24.72%
2005-12-31	$21.94M	9.81%
2004-12-31	$19.98M	-0.49%
2003-12-31	$20.08M	-7.15%
2002-12-31	$21.62M	10.40%
2001-12-31	$19.59M	21.39%
2000-12-31	$16.14M	-

Westwood Group generated $97.76M in revenue during NA 2025, up 3.21% compared to the previous quarter, and up 150.15% compared to the same period a year ago.

Westwood Group Revenue by Quarter

Date	Revenue	Change
2025-09-30	$24.29M	5.06%
2025-06-30	$23.12M	-0.57%
2025-03-31	$23.25M	-9.11%
2024-12-31	$25.58M	7.85%
2024-09-30	$23.72M	4.54%
2024-06-30	$22.69M	-0.19%
2024-03-31	$22.73M	-2.14%
2023-12-31	$23.23M	6.17%
2023-09-30	$21.88M	-0.30%
2023-06-30	$21.95M	-3.44%
2023-03-31	$22.73M	11.10%
2022-12-31	$20.46M	32.78%
2022-09-30	$15.41M	-1.26%
2022-06-30	$15.60M	-9.37%
2022-03-31	$17.22M	-11.22%
2021-12-31	$19.39M	8.57%
2021-09-30	$17.86M	2.15%
2021-06-30	$17.48M	-4.56%
2021-03-31	$18.32M	7.05%
2020-12-31	$17.11M	10.74%
2020-09-30	$15.45M	-2.65%
2020-06-30	$15.88M	-4.76%
2020-03-31	$16.67M	-10.46%
2019-12-31	$18.62M	-6.41%
2019-09-30	$19.89M	-8.37%
2019-06-30	$21.71M	-9.02%
2019-03-31	$23.86M	-8.64%
2018-12-31	$26.12M	-12.51%
2018-09-30	$29.85M	-8.87%
2018-06-30	$32.76M	-2.40%
2018-03-31	$33.57M	-1.02%
2017-12-31	$33.91M	1.26%
2017-09-30	$33.49M	-0.78%
2017-06-30	$33.76M	3.47%
2017-03-31	$32.62M	4.92%
2016-12-31	$31.09M	-2.16%
2016-09-30	$31.78M	2.43%
2016-06-30	$31.02M	6.50%
2016-03-31	$29.13M	-7.72%
2015-12-31	$31.57M	-2.73%
2015-09-30	$32.45M	-13.03%
2015-06-30	$37.31M	26.02%
2015-03-31	$29.61M	4.75%
2014-12-31	$28.27M	0.51%
2014-09-30	$28.12M	-9.01%
2014-06-30	$30.91M	19.10%
2014-03-31	$25.95M	2.76%
2013-12-31	$25.25M	9.80%
2013-09-30	$23.00M	-2.03%
2013-06-30	$23.48M	16.79%
2013-03-31	$20.10M	-2.54%
2012-12-31	$20.62M	8.89%
2012-09-30	$18.94M	-5.61%
2012-06-30	$20.07M	12.33%
2012-03-31	$17.86M	5.13%
2011-12-31	$16.99M	5.89%
2011-09-30	$16.05M	-14.91%
2011-06-30	$18.86M	10.88%
2011-03-31	$17.01M	10.23%
2010-12-31	$15.43M	14.53%
2010-09-30	$13.47M	2.11%
2010-06-30	$13.19M	-0.17%
2010-03-31	$13.22M	3.87%
2009-12-31	$12.72M	9.29%
2009-09-30	$11.64M	16.74%
2009-06-30	$9.97M	21.36%
2009-03-31	$8.22M	-53.28%
2008-12-31	$17.59M	74.26%
2008-09-30	$10.09M	4.57%
2008-06-30	$9.65M	5.74%
2008-03-31	$9.13M	-25.45%
2007-12-31	$12.24M	-

Westwood Group generated $24.29M in revenue during Q3 2025, up 5.06% compared to the previous quarter, and up 107.06% compared to the same period a year ago.

Westwood Group Revenue Breakdown

Westwood Group Revenue Breakdown by Product

Annual Revenue by Product

Product/Service	Dec 25	Dec 24	Dec 23	Dec 22	Dec 21
Trust performance-based fees	$260.00K	$482.00K	$349.00K	-	$101.00K
Investment Performance	$874.00K	$1.39M	$1.26M	$1.02M	$3.33M
Fiduciary and Trust	$21.56M	$21.42M	$20.24M	$21.69M	$24.03M
Asset Management	$74.72M	$69.75M	$67.39M	$46.69M	$45.93M

Westwood Group's latest annual revenue breakdown by segment (product or service), as of Dec 25: Asset Management (76.70%), Fiduciary and Trust (22.13%), Investment Performance (0.90%), and Trust performance-based fees (0.27%).

Quarterly Revenue by Product

Product/Service	Sep 25	Jun 25	Mar 25	Dec 24	Sep 24	Jun 24	Mar 24	Dec 23	Sep 23	Jun 23	Mar 23	Dec 22	Sep 22	Jun 22	Mar 22	Dec 21	Sep 21	Jun 21	Mar 21	Dec 20
Investment Advisory Services	$18.89M	$17.95M	$17.73M	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Trust Fee	$5.42M	$5.07M	$5.43M	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Asset Management	-	-	-	$18.02M	$17.77M	$17.14M	$16.82M	$16.66M	$16.90M	$16.80M	$17.03M	$13.44M	$10.47M	$10.98M	$11.79M	$12.08M	$12.01M	$11.38M	$10.45M	$8.75M
Fiduciary and Trust	-	-	-	$5.63M	$5.45M	$5.23M	$5.11M	$5.12M	$5.06M	$5.02M	$5.03M	$5.43M	$5.18M	$5.37M	$5.71M	$5.80M	$5.95M	$6.22M	$6.07M	$6.17M
Investment Performance	-	-	-	-	-	-	-	$710.00K	-	-	$555.00K	-	-	-	$1.38M	-	-	$1.96M	$1.40M	-
Trust performance-based fees	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	$289.00K	-

Westwood Group's latest quarterly revenue breakdown by segment (product or service), as of Sep 25: Investment Advisory Services (77.71%), and Trust Fee (22.29%).

Westwood Group Revenue Breakdown by Country

Annual Revenue by Country

Country	Dec 25	Dec 24	Dec 23	Dec 22	Dec 21
UNITED STATES	$96.97M	$93.70M	$88.68M	$1.02M	$1.69M
CANADA	$791.00K	$1.02M	$1.10M	$1.17M	$1.16M
Europe	-	-	-	-	$262.00K

Westwood Group's latest annual revenue breakdown by geography, as of Dec 25: UNITED STATES (99.19%), and CANADA (0.81%).

Quarterly Revenue by Country

Country	Dec 25	Sep 25	Jun 25	Mar 25	Dec 24	Sep 24	Jun 24	Mar 24	Dec 23	Sep 23	Jun 23	Mar 23	Dec 22	Sep 22	Jun 22	Mar 22	Dec 21	Sep 21	Jun 21	Mar 21
CANADA	$165.00K	$166.00K	$222.00K	$238.00K	$254.00K	$246.00K	$260.00K	$257.00K	$827.00K	$278.00K	-	-	$292.00K	$285.00K	$303.00K	$291.00K	$297.00K	$293.00K	$297.00K	$276.00K
UNITED STATES	$26.94M	$24.12M	$22.90M	$23.01M	$25.33M	$23.47M	$22.43M	$22.48M	$57.02M	$21.60M	$5.02M	$5.03M	$5.43M	$5.18M	$5.37M	$5.71M	$5.90M	$5.95M	$6.22M	$1.69M
Europe	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	$262.00K

Westwood Group's latest quarterly revenue breakdown by geography, as of Dec 25: UNITED STATES (99.39%), and CANADA (0.61%).

Westwood Group Peer Comparison by Revenue

Ticker	Company	Last Year Revenue	Last Quarter Revenue
NOAH	Noah	$3.29B	$649.53M
HNVR	Hanover Bancorp	$143.32M	$35.61M
CFBK	CF Bankshares	$125.90M	$32.09M
WHG	Westwood Group	$97.76M	$24.29M
SIEB	Siebert Financial	$71.51M	$26.85M
BVFL	BV Financial	$49.20M	$13.22M
WHF	WhiteHorse Finance	$37.89M	$17.69M
BANX	ArrowMark Financial	$23.69M	-
OCCI	OFS Credit	$945.79K	$6.59M
IBAC	IB Acquisition	-	-

WHG Revenue FAQ

What is Westwood Group’s yearly revenue?

Westwood Group's yearly revenue for 2025 was $97.76M, representing an increase of 3.21% compared to 2024. The company's yearly revenue for 2024 was $94.72M, representing an increase of 5.50% compared to 2023. WHG's yearly revenue for 2023 was $89.78M, representing an increase of 30.72% compared to 2022.

What is Westwood Group’s quarterly revenue?

Westwood Group's quarterly revenue for Q3 2025 was $24.29M, a 5.06% increase from the previous quarter (Q2 2025), and a 2.40% increase year-over-year (Q3 2024). The company's quarterly revenue for Q2 2025 was $23.12M, a -0.57% decrease from the previous quarter (Q1 2025), and a 1.90% increase year-over-year (Q2 2024). WHG's quarterly revenue for Q1 2025 was $23.25M, a -9.11% decrease from the previous quarter (Q4 2024), and a 2.29% increase year-over-year (Q1 2024).

What is Westwood Group’s revenue growth rate?

Westwood Group's revenue growth rate for the last 3 years (2023-2025) was 8.89%, and for the last 5 years (2021-2025) was 33.82%.

What are Westwood Group’s revenue streams?

Westwood Group's revenue streams in c 25 are Trust performance-based fees, Investment Performance, Fiduciary and Trust, and Asset Management. Trust performance-based fees generated $260K in revenue, accounting 0.27% of the company's total revenue, down -46.06% year-over-year. Investment Performance generated $874K in revenue, accounting 0.90% of the company's total revenue, down -37.26% year-over-year. Fiduciary and Trust generated $21.56M in revenue, accounting 22.13% of the company's total revenue, up 0.64% year-over-year. Asset Management generated $74.72M in revenue, accounting 76.70% of the company's total revenue, up 7.12% year-over-year.

What is Westwood Group’s main source of revenue?

For the fiscal year ending Dec 25, the largest source of revenue of Westwood Group was Asset Management. This segment made a revenue of $74.72M, representing 76.70% of the company's total revenue.