Westwood Holdings Group, Inc. WHG | NYSE
$19.41
$0.78 | 4.19%
SIGNAL:
|2026-09-03
|F&G 53
|RSI 57.0
|2026-09-03
|F&G 53
|RSI 57.0
Company Overview:
Market Cap:
$185.23M
Trailing PE:
22.1x
FWD PE:
—
Payout Ratio (TTM):
69.3%
52-Week Range:
$14.70 - $20.97
10 Year WHG Performance Metrics:
Total Return (with DRIP):
-37.8% (-4.63% CAGR)
Total Return (no DRIP):
-34.7% (-4.17% CAGR)
Share Price:
-62.6% (-9.36% CAGR)
Yield on Cost (with DRIP):
1.92%
Total Invested:
$10,000
Total Value (with DRIP):
$6,223
Total Return $ (with DRIP):
-$3,777
Dividend Increase:
-75.8% (-13.57% CAGR)
Dividend Yield (FWD):
3.09% ($0.60)
WHG 10-yr Total Return ($10K invested)
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
WHG Share Price
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
All
WHG Price CAGR:1Y: 17.64%2Y: 17.58%5Y: 0.27%10Y: -9.58%
WHG Dividend Charts
WHG Dividend CAGR:1Y: 0.00%2Y: 0.00%5Y: 8.45%10Y: -12.50%
WHG Dividend Payout Ratio CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Dividend to FCF Ratio CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
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WHG Fundamentals: Earnings, Revenue, Cash Flow, Ebitda, Cash/Debt, Shares Float, etc:
WHG Revenue CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG EPS CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Net Income CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG EBITDA CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Free Cash Flow CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Free Cash Flow / Share CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Operating Income CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Gross Profit CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Shares Outstanding CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Share Buybacks CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Stock-Based Comp CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Expenses CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Revenue CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Revenue CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
Revenue, EPS, Net Income & Ebitda - Estimates VS Actual:
WHG Actual Revenue CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Actual EPS CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Actual Net Income CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Actual EBITDA CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
Ratios, Profit Margins & Return on Capital:
WHG Net Profit Margin CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Gross Profit Margin CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Price to Earnings CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Price To Sales Ratio CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Return on Capital Employed CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Return on Invested Capital CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
WHG Dividends Info:
Annual Dividend:
$0.6
Forward Yield:
3.09%
Ex-Dividend Date:
2026-09-01
Lifetime Dividends / Share:
$33.93
WHG Dividend History: Dates, Payments & Yield list
Below is a schedule of all WHG dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield
| Ex-Date | Payment Date | Amount | Yield | Forward Yield | Price on Ex-Date |
|---|---|---|---|---|---|
| 09/01/2026 | 09/03/2026 | $0.150 | 3.12% | 3.15% | $19.05 |
| 06/01/2026 | 06/03/2026 | $0.150 | 3.75% | 3.63% | $16.54 |
| 03/03/2026 | 03/05/2026 | $0.150 | 3.56% | 3.72% | $16.13 |
| 12/01/2025 | 12/03/2025 | $0.150 | 3.63% | 3.63% | $16.55 |
| 09/02/2025 | 09/04/2025 | $0.150 | 3.46% | 3.44% | $17.43 |
| 06/02/2025 | 06/04/2025 | $0.150 | 4.1% | 3.97% | $15.13 |
| 03/03/2025 | 03/05/2025 | $0.150 | 3.89% | 3.84% | $15.61 |
| 12/02/2024 | 12/04/2024 | $0.150 | 3.87% | 3.83% | $15.68 |
| 08/30/2024 | 09/02/2024 | $0.150 | 4.5% | 4.27% | $14.04 |
| 06/03/2024 | 06/05/2024 | $0.150 | 4.96% | 4.98% | $12.06 |
| 02/29/2024 | 03/04/2024 | $0.150 | 4.95% | 5% | $11.99 |
| 11/30/2023 | 12/04/2023 | $0.150 | 5.45% | 5.33% | $11.25 |
| 08/31/2023 | 09/04/2023 | $0.150 | 5.88% | 5.98% | $10.04 |
| 06/01/2023 | 06/05/2023 | $0.150 | 4.62% | 4.44% | $13.52 |
| 02/28/2023 | 03/02/2023 | $0.150 | 4.67% | 4.45% | $13.49 |
| 12/01/2022 | 12/05/2022 | $0.150 | 5.12% | 5.41% | $11.10 |
| 09/01/2022 | 09/05/2022 | $0.150 | 4.74% | 0% | $0.00 |
| 06/02/2022 | 06/06/2022 | $0.150 | 3.72% | 3.62% | $16.59 |
| 03/03/2022 | 03/07/2022 | $0.150 | 3.69% | 3.89% | $15.43 |
| 12/02/2021 | 12/06/2021 | $0.150 | 3.66% | 3.5% | $17.14 |
| 09/02/2021 | 09/06/2021 | $0.100 | 1.79% | 0% | $0.00 |
| 08/05/2021 | 08/09/2021 | $2.500 | 43.52% | 43.42% | $23.03 |
| 06/03/2021 | 06/07/2021 | $0.100 | 1.96% | 1.94% | $20.60 |
| 03/01/2021 | 03/03/2021 | $0.100 | 2.28% | 2.28% | $17.52 |
| 03/05/2020 | 03/09/2020 | $0.430 | 7.85% | 8.56% | $20.09 |
| 12/05/2019 | 12/09/2019 | $0.720 | 9.69% | 9.78% | $29.44 |
| 09/05/2019 | 09/09/2019 | $0.720 | 10.42% | 10.18% | $28.30 |
| 06/06/2019 | 06/10/2019 | $0.720 | 9.89% | 9.94% | $28.96 |
| 03/07/2019 | 03/11/2019 | $0.720 | 7.64% | 7.63% | $37.76 |
| 12/06/2018 | 12/10/2018 | $0.720 | 7.77% | 7.81% | $36.89 |
| 09/06/2018 | 09/10/2018 | $0.680 | 4.79% | 4.96% | $54.85 |
| 06/07/2018 | 06/11/2018 | $0.680 | 4.58% | 4.55% | $59.84 |
| 03/08/2018 | 03/12/2018 | $0.680 | 4.89% | 4.85% | $56.09 |
| 12/07/2017 | 12/11/2017 | $0.680 | 4.06% | 4.13% | $65.90 |
| 09/07/2017 | 09/11/2017 | $0.620 | 4.22% | 4.17% | $59.50 |
| 06/07/2017 | 06/09/2017 | $0.620 | 4.57% | 4.36% | $56.84 |
| 03/08/2017 | 03/10/2017 | $0.620 | 4.55% | 4.53% | $54.77 |
| 12/07/2016 | 12/09/2016 | $0.620 | 3.98% | 3.92% | $63.31 |
| 09/07/2016 | 09/09/2016 | $0.570 | 4.49% | 4.51% | $50.57 |
| 06/08/2016 | 06/10/2016 | $0.570 | 3.95% | 4.02% | $56.76 |
| 03/09/2016 | 03/11/2016 | $0.570 | 4.01% | 3.9% | $58.53 |
| 12/11/2015 | 12/14/2015 | $0.570 | 4.4% | 4.39% | $51.88 |
| 09/09/2015 | 09/11/2015 | $0.500 | 3.97% | 3.73% | $53.56 |
| 06/10/2015 | 06/12/2015 | $0.500 | 3.46% | 3.48% | $57.55 |
| 03/11/2015 | 03/13/2015 | $0.500 | 3.32% | 3.29% | $60.85 |
| 12/11/2014 | 12/15/2014 | $0.500 | 3.37% | 3.54% | $56.48 |
| 09/11/2014 | 09/15/2014 | $0.440 | 2.99% | 3% | $58.69 |
| 06/11/2014 | 06/13/2014 | $0.440 | 3.11% | 3.12% | $56.45 |
| 03/12/2014 | 03/14/2014 | $0.440 | 2.99% | 2.99% | $58.81 |
| 12/11/2013 | 12/13/2013 | $0.440 | 3.17% | 3.17% | $55.56 |
| 09/11/2013 | 09/13/2013 | $0.400 | 3.25% | 3.26% | $49.06 |
| 06/12/2013 | 06/14/2013 | $0.400 | 3.64% | 3.62% | $44.20 |
| 03/13/2013 | 03/15/2013 | $0.400 | 3.75% | 3.64% | $43.98 |
| 11/29/2012 | 12/03/2012 | $0.400 | 4.1% | 4.1% | $39.01 |
| 09/12/2012 | 09/14/2012 | $0.370 | 3.96% | 3.92% | $37.75 |
| 06/13/2012 | 06/15/2012 | $0.370 | 4.28% | 4.02% | $36.83 |
| 03/13/2012 | 03/15/2012 | $0.370 | 3.77% | 3.82% | $38.75 |
| 12/13/2011 | 12/15/2011 | $0.370 | 4.15% | 4% | $37.01 |
| 09/13/2011 | 09/15/2011 | $0.350 | 4.3% | 4.07% | $34.38 |
| 06/13/2011 | 06/15/2011 | $0.350 | 3.99% | 3.98% | $35.15 |
| 03/11/2011 | 03/14/2011 | $0.350 | 3.81% | 3.85% | $36.38 |
| 11/29/2010 | 12/01/2010 | $0.330 | 3.63% | 3.63% | $36.37 |
| 09/13/2010 | 09/15/2010 | $0.330 | 3.91% | 3.89% | $33.93 |
| 06/11/2010 | 06/14/2010 | $0.330 | 3.6% | 3.63% | $36.41 |
| 03/11/2010 | 03/15/2010 | $0.330 | 3.35% | 3.45% | $38.21 |
| 12/11/2009 | 12/14/2009 | $0.330 | 3.5% | 3.48% | $37.91 |
| 09/11/2009 | 09/14/2009 | $0.300 | 3.32% | 3.22% | $37.22 |
| 06/11/2009 | 06/15/2009 | $0.300 | 2.82% | 2.97% | $40.42 |
| 03/11/2009 | 03/13/2009 | $0.300 | 3.61% | 3.16% | $37.92 |
| 12/11/2008 | 12/15/2008 | $0.300 | 4.62% | 5.01% | $23.96 |
| 09/11/2008 | 09/15/2008 | $0.300 | 2.68% | 2.71% | $44.25 |
| 06/11/2008 | 06/13/2008 | $0.300 | 3.13% | 2.93% | $41.01 |
| 03/12/2008 | 03/14/2008 | $0.300 | 3.53% | 3.49% | $34.40 |
| 12/12/2007 | 12/14/2007 | $0.250 | 2.77% | 2.87% | $34.80 |
| 09/12/2007 | 09/14/2007 | $0.250 | 3.5% | 3.45% | $29.00 |
| 06/13/2007 | 06/15/2007 | $0.200 | 2.7% | 2.59% | $30.85 |
| 03/13/2007 | 03/15/2007 | $0.200 | 3.44% | 3.51% | $22.80 |
| 12/13/2006 | 12/15/2006 | $0.150 | 2.49% | 2.45% | $24.44 |
| 09/13/2006 | 09/15/2006 | $0.850 | 0% | 0% | $0.00 |
| 06/13/2006 | 06/15/2006 | $0.090 | 0% | 0% | $0.00 |
| 09/13/2005 | 09/15/2005 | $0.750 | 0% | 0% | $0.00 |
| 06/13/2005 | 06/15/2005 | $0.080 | 0% | 0% | $0.00 |
| 03/11/2005 | 03/14/2005 | $0.080 | 0% | 0% | $0.00 |
| 12/13/2004 | 12/15/2004 | $0.080 | 0% | 0% | $0.00 |
| 09/13/2004 | 09/15/2004 | $0.750 | 0% | 0% | $0.00 |
| 06/14/2004 | 06/16/2004 | $0.040 | 0% | 0% | $0.00 |
| 03/11/2004 | 03/15/2004 | $0.040 | 0% | 0% | $0.00 |
| 12/11/2003 | 12/15/2003 | $0.030 | 0% | 0% | $0.00 |
| 09/11/2003 | 09/15/2003 | $1.000 | 0% | 0% | $0.00 |
| 06/12/2003 | 06/16/2003 | $0.020 | 0% | 0% | $0.00 |
| 03/13/2003 | 03/17/2003 | $0.080 | 0% | 0% | $0.00 |
| 12/12/2002 | 12/16/2002 | $0.020 | 0% | 0% | $0.00 |
| 09/12/2002 | 09/16/2002 | $0.020 | 0% | 0% | $0.00 |
Projected Future Returns & Dividends for WHG
Based on past 10-year performance, here are WHG growth metrics:
Share price CAGR of -9.58%
Dividend CAGR of -12.52%
Using WHG CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:
| WHG (DRIP) | WHG - No DRIP | |
|---|---|---|
| Current Price | $19.41 | $19.41 |
| Start Shares | 515.20 | 515.20 |
| Start Value | $10,000 | $10,000 |
| After 10 years: | ||
| Final Share Count | 672.65 | 515.20 |
| Dividends Payment | $0.04 | $0.04 |
| Annual Dividends | $106 | $81 |
| Yield on cost | 1.06% | 0.81% |
| Share Price | $7.09 | $7.09 |
| Total Dividends | $2,035 | $1,821 |
| Final Value | $4,772 | $5,476 |
Estimated Future Value + Dividends - WHG
NOTE: Above numbers are our estimate based on WHG's Dividend and Price CAGR over past 10 years.
These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.
We cannot guarantee that your actual returns will meet these estimates.
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Company Info
Westwood Holdings Group, Inc. (WHG) had its IPO on , and is traded on NYSE stock exchange.
Westwood Holdings Group, Inc. is a boutique asset management and wealth management firm that provides investment and portfolio management services to institutional clients, financial intermediaries, and private wealth investors. The company operates through Advisory and Trust segments, offering investment advisory, sub-advisory, trust, and custodial services across a range of client types including retirement plans, endowments, foundations, corporations, and high-net-worth individuals. Its product lineup includes actively managed and outcome-oriented strategies delivered through separate accounts, mutual funds, exchange-traded funds, and other pooled investment vehicles. Westwood Holdings Group also serves clients through its trust platform, which supports common trust funds and related fiduciary services. Based in Dallas, Texas, the firm is a diversified participant in the asset management and trust services market.
WHG website: https://www.westwoodgroup.com
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DCF Model — WHG
Value from:
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The full DCF valuation — fair value, implied growth and the price path — is a paid feature.
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Pay up to today
—
vs current price $19.41
—
Cash flow & implied price by year
FCF is negative or missing for this company (common for banks) — the model discounts EPS instead.
EPS is negative or missing for this company — Simple mode uses free cash flow per share instead.
Free cash flow today
—
grows for the next years
Then mature
—
every future dollar counted back to today
Pile of today-dollars
—
÷ shares
Implied price path
| Year | FCF | Implied price |
|---|
Sensitivity — fair value: growth ↓ × target return →
