CSIMarket
 
Westwood Holdings Group Inc   (NYSE: WHG)
    Sector  Financial    Industry Investment Services
   Industry Investment Services
   Sector  Financial
 

Westwood Holdings Group Inc's Customers Performance

WHG



 
WHG's Source of Revenues Westwood Holdings Group Inc's Corporate Customers have recorded an advance in their cost of revenue by 4.37 % in the 2 quarter 2026 year on year, sequentially costs of revenue grew by 9.92 %. During the corresponding time, Westwood Holdings Group Inc recorded a revenue increase by 9.62 % year on year, sequentially revenue grew by 1.51 %. While revenue at the Westwood Holdings Group Inc 's corporate clients recorded rose by 2.78 % year on year, sequentially revenue grew by 6.63 %.

List of WHG Customers




Westwood Holdings Group Inc's Customers have recorded an advance in their cost of revenue by 4.37 % in the 2 quarter 2026 year on year, sequentially costs of revenue grew by 9.92 %, for the same period Westwood Holdings Group Inc recorded revenue increase by 9.62 % year on year, sequentially revenue grew by 1.51 %.

List of WHG Customers

Westwood Holdings Group Inc's Business Units
Advisory    83.22 % of total Revenue




   
Customers Net Income fell in Q2 by Customers Net margin fell to %
-9.19 % 17.04 %
Customers Net Income fell in Q2 by -9.19 %


Customers Net margin fell to 17.04 % 17.04 %



Westwood Holdings Group Inc's Customers, Q2 2026 Revenue Growth By Industry
Customers in Accident & Health Insurance Industry      0.26 %
Customers in Life Insurance Industry      6.29 %
Customers in Property & Casualty Insurance Industry      0.94 %
Customers in Miscellaneous Financial Services Industry      12.37 %
     
• Customers Valuation • Customers Mgmt. Effect.


Westwood Holdings Group Inc's Comment on Sales, Marketing and Customers



The company offers investment strategies including MLP & Energy Infrastructure, Tactical Absolute Return, Tactical Growth, Tactical Plus, and Income Alternatives. The MLP & Energy Infrastructure strategy focuses on energy infrastructure, MLPs, and related companies to provide income and inflation protection. Tactical Absolute Return strategies, sub-advised by Broadmark, aim to deliver positive absolute returns throughout market cycles and reduce equity exposure during volatile or overvalued markets. Tactical Growth and Tactical Plus strategies actively manage equity exposure using ETFs, futures, and options to seek above-average, risk-adjusted returns with lower downside volatility compared to the S&P 500 Index. Income Alternatives strategies, managed by the Multi-Asset and Real Estate teams, target alternative income sources to enhance diversification and reduce volatility. The company serves investors seeking diversified, tactical, and alternative income investment approaches across various asset classes and market conditions.





Westwood Holdings Group Inc’s Comment on Sales, Marketing and Customers


The company offers investment strategies including MLP & Energy Infrastructure, Tactical Absolute Return, Tactical Growth, Tactical Plus, and Income Alternatives. The MLP & Energy Infrastructure strategy focuses on energy infrastructure, MLPs, and related companies to provide income and inflation protection. Tactical Absolute Return strategies, sub-advised by Broadmark, aim to deliver positive absolute returns throughout market cycles and reduce equity exposure during volatile or overvalued markets. Tactical Growth and Tactical Plus strategies actively manage equity exposure using ETFs, futures, and options to seek above-average, risk-adjusted returns with lower downside volatility compared to the S&P 500 Index. Income Alternatives strategies, managed by the Multi-Asset and Real Estate teams, target alternative income sources to enhance diversification and reduce volatility. The company serves investors seeking diversified, tactical, and alternative income investment approaches across various asset classes and market conditions.








WHG's vs. Customers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Westwood Holdings Group Inc 171.16 97.76 7.08 148
American International Group Inc 40,663.72 26,642.00 3,162.00 22,100
Atlantic American Corp 27.74 208.15 1.35 156
Security National Financial Corporation 242.84 341.58 34.82 1,243
Lpl Financial Holdings Inc 28,906.66 18,257.91 900.86 10,000
Federal Home Loan Bank Of Atlanta 0.00 433.00 97.00 351
SUBTOTAL 674,645.77 681,588.47 99,344.74 382,058
25 more clients available

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Sources: Westwood Holdings Group Inc’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: Westwood Holdings Group Inc’s corporate clients.
For your research, we’ve provided 9 tables on Westwood Holdings Group Inc corporate clients.
You can find them in the navigation menu under Customers & Markets.
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