Westwood Holdings Group Inc (WHG) Return on Investment ROI from the second quarter of 2026 to second quarter of 2025 and for the year 2026, average high and low, overall ranking from Jun 30 2026 to Jun 30 2025 - CSIMarket
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Westwood Holdings Group Inc   (NYSE: WHG)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial


Westwood Holdings Group Inc's ROI from its second quarter of 2026 to the second quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Westwood Holdings Group Inc's ROI in the second quarter of 2026?
Westwood Holdings Group Inc achieved a return on average invested assets (ROI) of 2.97 % in its second quarter of 2026, which is below Westwood Holdings Group Inc's average return on investment, which stands at 11.69%.

ROI has improved compared to 2.82% in the first quarter of 2026, due to net income growth.

Within the Financial sector 309 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the first quarter of 2026 from 1210 to 1948.

Definition and Formula of Return on Investment


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Return On Investment (Jun 30 2026)
II. Quarter		 (Mar 31 2026)
I. Quarter		 (Dec 31 2025)
IV. Quarter		 (Sep 30 2025)
III. Quarter		 (Jun 30 2025)
II. Quarter
Y / Y Investment Change TTM 22.13 % 22.54 % 20.58 % 4.26 % 1.82 %
Y / Y Net Income Change TTM - - - - -
Investment (TTM) in Millions 270 264 266 263 256
Return On Investment (TTM) 2.97 % 2.82 % 2.75 % 0.95 % -1.28 %
WHG's Overall Ranking # 1948 # 1210 # 1656 # 2051 #
Seq. Investment Change TTM 1.37 % 1.71 % 15.53 % 2.53 % 1.71 %
Seq. Net Income Change TTM 6.72 % 4.31 % 235.09 % - -
Net Income (TTM) in Millions 8 7 7 2 -3

WHG Company Profile >> Back to WHG Roi Comparisons >> See Annual WHG Return On Investment



Return On Investment WHG's Ranking
Within: No.
Industry # 32
Sector # 310
Overall # 1948

Return On Investment Statistics
High Average Low
32.16 %
11.69 %
-6.47 %
(Dec 31 2021)   (Dec 31 2020)







Financial Statements
Westwood Holdings Group Inc's II. Quarter Investments $ 270 Millions WHG's Balance sheet
Westwood Holdings Group Inc's II. Quarter Income $ 2 Millions Quarterly WHG's Income Statement
WHG's Income by Division See WHG's Income by Division


WHG Annual Return On Investment (Dec 31 2025)
2025		 (Dec 31 2024)
2024		 (Dec 31 2023)
2023		 (Dec 31 2022)
2022		 (Dec 31 2021)
2021
Total Investments in Millions 259 128 129 225 121
Y / Y Investment Growth 102.58 % -0.74 % -42.68 % 84.99 % -9.6 %
Net Income in Millions 7 2 11 -5 10
Y / Y Net Income Growth 220.08 % -79.08 % - - -
Annual Return On Investment 2.73 % 1.73 % 8.21 % -2.06 % 8.04 %


Annual Roi Comment
In the fiscal year 2025 ROI improved to 2.73 % compared to the prior year, due to net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Investment Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
WHG's Roi Ratio versus Investment Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for WHG's Competitors
Subscribers only: Roi for Westwood Holdings Group Inc's Suppliers
Subscribers only: Return On Investment for WHG's Customers

Other Ratios
WHG's Roa WHG's Inventory Turnover Ratio WHG's Growth Rates WHG's Dividend Statistics
WHG's Profitability Ratios WHG's Asset Turnover Ratio WHG's Dividend Growth
WHG's Roe WHG's Valuation Ratios WHG's Financial Strength Ratios WHG's Dividend Payout Ratio



Companies with similar Return On Investment at Jun 30 2026, within Financial Sector ROI
Arrow Financial Corporation  8.14 %
Chicago Atlantic Real Estate Finance Inc   7.88 %
Palomar Holdings Inc   7.76 %
Berkshire Hathaway Inc  7.74 %
Carter bankshares inc   7.72 %
Lamar Advertising Co  7.63 %
The Bancorp Inc   7.54 %
First Real Estate Investment Trust Of New Jersey Inc   7.53 %
Unitedhealth Group Incorporated  7.51 %
Manhattan Bridge Capital Inc   7.41 %
Pathward Financial Inc   7.38 %
Nasdaq Inc   7.29 %
United Fire Group Inc  7.28 %
Agnc Investment Corp   7.27 %
Proshares Trust Ii  7.21 %
Pagaya Technologies Ltd   7.07 %
United States Natural Gas Fund Lp  7.05 %
Rli Corp  7.05 %
Everest Group Ltd   7.02 %
Equifax Inc  6.95 %
Regions Financial Corporation  6.94 %
The Cigna Group  6.88 %
Invesco Db Base Metals Fund  6.86 %
Caretrust Reit Inc   6.80 %
Radian Group Inc  6.77 %
Arch Capital Group Ltd   6.76 %
STANDARD PREMIUM FINANCE HOLDINGS, INC.  6.67 %
Ltc Properties Inc  6.59 %
U S Global Investors Inc  6.55 %
Championsgate Acquisition Corporation  6.53 %

Date modified: 2026-09-08T01:28:17+00:00



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