Westwood Holdings Group Balance Sheet 2025-2008 | WHG

Annual Balance Sheet Westwood Holdings Group

	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008
Net Debt	-	-	-12.6 M	-17.8 M	-9.07 M	-5.18 M	-40.4 M	-52.4 M	-54.2 M	-33.7 M	-22.7 M	-18.1 M	-10.9 M	-3.82 M	-5.26 M	-	-	-
Long Term Debt	-	-	3.27 M	4.56 M	4.72 M	6.12 M	-	-	-	-	-	-	-	-	-	-	-	-
Long Term Debt Current	10.2 M	3.2 M	4.55 M	1.5 M	1.41 M	1.72 M	1.58 M	-	-	-	-	-	-	-	-	-	-	-
Total Non Current Liabilities	-	-	14.1 M	18.2 M	5.86 M	6.65 M	9.06 M	3.64 M	4.73 M	3.94 M	2.52 M	2.66 M	2.53 M	1.24 M	2.32 M	207 K	-	-
Total Current Liabilities	-	-	18.6 M	17.6 M	15.8 M	11.8 M	21.4 M	25.7 M	31.5 M	29.7 M	44.9 M	27.2 M	24.9 M	18.8 M	17.5 M	11.7 M	-	-
Total Liabilities	35.6 M	27.7 M	32.7 M	35.8 M	21.7 M	18.4 M	30.4 M	29.3 M	36.3 M	33.6 M	47.4 M	29.9 M	27.4 M	20.1 M	19.8 M	12 M	-	-
Retained Earnings	8.98 M	6.21 M	4.65 M	-4.25 M	4.36 M	-1.7 M	11 M	30.5 M	28.6 M	31.9 M	29.7 M	20.3 M	11 M	6.46 M	6.47 M	2.78 M	-	-
Total Assets	162 M	150 M	155 M	146 M	140 M	149 M	179 M	190 M	193 M	180 M	181 M	140 M	116 M	96.6 M	90.6 M	72.6 M	-	-
Cash and Cash Equivalents	26.2 M	18.8 M	20.4 M	23.9 M	15.2 M	13 M	49.8 M	52.4 M	54.2 M	33.7 M	22.7 M	18.1 M	10.9 M	3.82 M	5.26 M	1.74 M	2.88 M	3.5 M
Book Value	127 M	122 M	122 M	111 M	118 M	131 M	148 M	161 M	156 M	146 M	134 M	110 M	88.6 M	76.6 M	70.8 M	60.7 M	-	-
Total Shareholders Equity	126 M	120 M	120 M	111 M	118 M	131 M	148 M	161 M	156 M	146 M	134 M	110 M	88.7 M	76.6 M	70.8 M	60.7 M	47.2 M	38.8 M

All numbers in USD currency

Quarterly Balance Sheet Westwood Holdings Group

	2026-Q2	2026-Q1	2025-Q4	2025-Q3	2025-Q2	2025-Q1	2024-Q4	2024-Q3	2024-Q2	2024-Q1	2023-Q4	2023-Q3	2023-Q2	2023-Q1	2022-Q4	2022-Q3	2022-Q2	2022-Q1	2021-Q4	2021-Q3	2021-Q2	2021-Q1	2020-Q4	2020-Q3	2020-Q2	2020-Q1	2019-Q4	2019-Q3	2019-Q2	2019-Q1	2018-Q4	2018-Q3	2018-Q2	2018-Q1	2017-Q4	2017-Q3	2017-Q2	2017-Q1	2016-Q4	2016-Q3	2016-Q2	2016-Q1	2015-Q4	2015-Q3	2015-Q2	2015-Q1	2014-Q4	2014-Q3	2014-Q2	2014-Q1	2013-Q4	2013-Q3	2013-Q2	2013-Q1	2012-Q4	2012-Q3	2012-Q2	2012-Q1	2011-Q4	2011-Q3	2011-Q2	2011-Q1
Long Term Debt	-	-	-	-	-	-	-	2.04 M	2.52 M	2.82 M	3.27 M	3.41 M	3.73 M	4.37 M	4.56 M	4.94 M	-	4.44 M	4.72 M	5.09 M	5.44 M	5.79 M	6.12 M	6.12 M	6.12 M	6.12 M	7.76 M	7.76 M	7.76 M	7.76 M	9.33 M	9.33 M	9.33 M	9.33 M	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Total Non Current Liabilities	-	-	-	-	-	-	-	-	-	-	14.1 M	-	-	-	18.2 M	-	-	-	5.86 M	-	-	-	6.65 M	6.65 M	6.65 M	6.65 M	9.06 M	-	-	-	10.9 M	-	-	-	4.73 M	-	-	-	3.94 M	-	-	-	2.52 M	-	-	-	2.66 M	-	2.19 M	1.88 M	2.53 M	2.25 M	2.53 M	2.53 M	1.24 M	1.24 M	1.24 M	1.24 M	2.32 M	2.32 M	2.32 M	2.32 M
Total Liabilities	27.9 M	24.3 M	35.6 M	28.1 M	23.9 M	13.6 M	27.7 M	31.1 M	26.9 M	25.3 M	32.7 M	30.9 M	27 M	29.9 M	35.8 M	17.5 M	-	13.8 M	21.7 M	19.5 M	17.6 M	16.2 M	18.4 M	18.4 M	18.4 M	18.4 M	30.4 M	30.4 M	30.4 M	30.4 M	38 M	38 M	38 M	38 M	36.3 M	36.3 M	36.3 M	36.3 M	33.6 M	33.6 M	33.6 M	33.6 M	47.4 M	47.4 M	47.4 M	47.4 M	29.9 M	29.9 M	29.9 M	29.9 M	27.4 M	27.4 M	27.4 M	27.4 M	20.1 M	20.1 M	20.1 M	20.1 M	19.8 M	19.8 M	19.8 M	19.8 M
Retained Earnings	8.44 M	8.35 M	8.98 M	8.49 M	6.2 M	6.54 M	6.21 M	4.29 M	4.34 M	6.75 M	4.65 M	2.21 M	-959 K	-3.75 M	-4.25 M	-970 K	-	3.16 M	4.36 M	2.77 M	1.76 M	1.6 M	-1.7 M	-1.7 M	-1.7 M	-1.7 M	11 M	11 M	11 M	11 M	30.5 M	30.5 M	30.5 M	30.5 M	28.6 M	28.6 M	28.6 M	28.6 M	31.9 M	31.9 M	31.9 M	31.9 M	29.7 M	29.7 M	29.7 M	29.7 M	20.3 M	20.3 M	20.3 M	20.3 M	8.15 M	8.15 M	11 M	11 M	3.6 M	6.46 M	6.46 M	6.46 M	6.47 M	6.47 M	6.47 M	6.47 M
Total Assets	155 M	150 M	162 M	154 M	146 M	135 M	150 M	152 M	147 M	149 M	155 M	151 M	142 M	142 M	146 M	131 M	130 M	131 M	140 M	135 M	152 M	150 M	149 M	149 M	149 M	149 M	179 M	179 M	179 M	179 M	199 M	199 M	199 M	199 M	193 M	193 M	193 M	193 M	180 M	180 M	180 M	180 M	181 M	181 M	181 M	181 M	140 M	140 M	140 M	140 M	116 M	116 M	116 M	116 M	96.6 M	96.6 M	96.6 M	96.6 M	90.6 M	90.6 M	90.6 M	90.6 M
Cash and Cash Equivalents	22.6 M	23.4 M	26.2 M	21.6 M	15.4 M	9.42 M	18.8 M	22.8 M	23.8 M	25.9 M	20.4 M	17.2 M	15.2 M	16.8 M	23.9 M	22.5 M	22 M	21.1 M	15.2 M	18.5 M	17.2 M	13 M	13 M	13 M	13 M	13 M	49.8 M	49.8 M	49.8 M	49.8 M	52.4 M	52.4 M	52.4 M	52.4 M	54.2 M	54.2 M	54.2 M	54.2 M	33.7 M	33.7 M	33.7 M	33.7 M	22.7 M	22.7 M	22.7 M	22.7 M	18.1 M	18.1 M	18.1 M	18.1 M	10.9 M	10.9 M	10.9 M	10.9 M	3.82 M	3.82 M	3.82 M	3.82 M	5.26 M	5.26 M	5.26 M	5.26 M
Book Value	127 M	126 M	127 M	126 M	122 M	121 M	122 M	120 M	120 M	124 M	122 M	120 M	115 M	112 M	111 M	114 M	130 M	117 M	118 M	116 M	135 M	133 M	131 M	131 M	131 M	131 M	148 M	148 M	148 M	148 M	161 M	161 M	161 M	161 M	156 M	156 M	156 M	156 M	146 M	146 M	146 M	146 M	134 M	134 M	134 M	134 M	110 M	110 M	110 M	110 M	88.7 M	88.7 M	88.6 M	88.6 M	76.6 M	76.6 M	76.6 M	76.6 M	70.8 M	70.8 M	70.8 M	70.8 M
Total Shareholders Equity	126 M	125 M	126 M	124 M	120 M	121 M	120 M	118 M	120 M	124 M	120 M	120 M	115 M	112 M	111 M	114 M	116 M	117 M	118 M	116 K	135 M	133 K	131 M	131 M	131 M	131 M	131 K	148 M	148 M	148 M	161 M	161 M	161 M	161 M	156 M	156 M	156 M	156 M	146 M	146 M	146 M	146 M	134 M	134 M	134 M	134 M	110 M	110 M	110 M	110 M	88.7 M	88.7 M	88.6 M	88.6 M	76.6 M	76.6 M	76.6 M	76.6 M	71.1 M	70.8 M	70.8 M	70.8 M

All numbers in USD currency

Balance Sheet is a fundamental financial report of Westwood Holdings Group, providing a complete picture of the company’s financial position at a specific point in time. Unlike the income statement, which records the results of operations over a certain period, the balance sheet shows what assets the company owns, what liabilities it has to creditors, and what equity is available to the owners.

For an investor, the balance sheet is important because it allows assessing the company’s financial stability, understanding how much debt it carries, and how dependent it is on borrowed financing. It helps calculate key liquidity and leverage ratios. When analyzing, attention should be paid to the debt-to-equity ratio (Debt/Equity), the amount of cash on the balance sheet, and the ratio of current liabilities to liquid assets.

Features of balance sheet analysis

Vertical and horizontal analysis
Vertical analysis shows the structure of the balance sheet as a percentage of total assets or liabilities, while horizontal analysis shows the dynamics of changes over multiple periods.
Asset quality
It is important to evaluate not only the amount of assets but also their liquidity and realizability.
Accounting for off-balance sheet liabilities
Some liabilities may not be directly reflected in the balance sheet, which requires additional attention.

Balance sheet of other industry stocks – Capital markets

Issuer	Price	% 24h	Market Cap	Country
Evercore EVR	$ 252.01	-0.04 %	$ 9.76 B	USA
ATIF Holdings Limited ATIF	-	-7.31 %	$ 6.56 M	China
Focus Financial Partners FOCS	-	-	$ 4.16 B	USA
Associated Capital Group AC	-	-8.02 %	$ 673 K	USA
Greenhill & Co. GHL	-	-0.13 %	$ 272 M	USA
LPL Financial Holdings LPLA	$ 321.03	-0.26 %	$ 25.3 B	USA
GAMCO Investors GBL	-	-8.2 %	$ 390 M	USA
Cowen COWN	-	-	$ 1.1 B	USA
MarketAxess Holdings MKTX	$ 164.26	-0.14 %	$ 6.09 B	USA
Freedom Holding Corp. FRHC	$ 172.24	-0.05 %	$ 10.3 B	Kazakhstan
Oppenheimer Holdings OPY	$ 101.97	1.3 %	$ 1.07 B	USA
Piper Sandler Companies PIPR	$ 64.4	0.55 %	$ 1.08 B	USA
Donnelley Financial Solutions DFIN	$ 52.79	0.49 %	$ 1.45 B	USA
The Charles Schwab Corporation SCHW	$ 91.64	0.83 %	$ 165 B	USA
Heritage Global HGBL	$ 1.28	0.79 %	$ 44.6 M	USA
Futu Holdings Limited FUTU	$ 105.03	-0.45 %	$ 117 B	China
Tradeweb Markets TW	$ 120.01	0.54 %	$ 25.6 B	USA
Virtu Financial VIRT	$ 57.12	0.12 %	$ 4.87 B	USA
Interactive Brokers Group IBKR	$ 85.33	2.92 %	$ 37.6 B	USA
Moelis & Company MC	$ 53.06	-1.49 %	$ 4.15 B	USA
Nomura Holdings NMR	$ 9.22	0.93 %	$ 27.1 -	Japan
Scully Royalty Ltd. SRL	$ 4.62	-2.74 %	$ 68.5 M	Canada
PJT Partners PJT	$ 136.34	-0.46 %	$ 5.44 B	USA
Lazard Ltd LAZ	$ 37.37	1.96 %	$ 3.64 B	Bermuda
Raymond James Financial RJF	$ 155.69	0.32 %	$ 31.4 B	USA
Morgan Stanley MS	$ 187.01	3.66 %	$ 294 B	USA
Stifel Financial Corp. SF	$ 66.41	-0.57 %	$ 6.87 B	USA
StoneX Group SNEX	$ 57.43	0.56 %	$ 2.72 B	USA
XP XP	$ 30.42	-2.94 %	$ 16.5 B	Brasil
UP Fintech Holding Limited TIGR	$ 4.14	0.98 %	$ 11 B	China
AMTD International Inc. HKIB	-	1.56 %	$ 798 M	Hong-kong
JMP Group LLC JMP	-	0.27 %	$ 150 M	USA
National Holdings Corporation NHLD	-	-	$ 44.7 M	USA
The Goldman Sachs Group GS	$ 904.72	2.25 %	$ 283 B	USA
Houlihan Lokey HLI	$ 128.39	-1.49 %	$ 8.54 B	USA
China Finance Online Co. Limited JRJC	-	-1.71 %	$ 15.5 M	China
A-Mark Precious Metals AMRK	-	-	$ 675 M	USA
BGC Partners BGCP	-	1.37 %	$ 1.69 B	USA
Hudson Capital HUSN	-	5.06 %	$ 12 M	China
Mercurity Fintech Holding MFH	-	2.62 %	$ 691 M	China

Westwood Holdings Group Balance Sheet 2025-2008 | WHG

Annual Balance Sheet Westwood Holdings Group

Net Debt

Long Term Debt

Long Term Debt Current

Total Non Current Liabilities

Total Current Liabilities

Total Liabilities

Retained Earnings

Total Assets

Cash and Cash Equivalents

Book Value

Total Shareholders Equity

Annual performance