Westwood Holdings Group Inc
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mu… Read more
Westwood Holdings Group Inc (WHG) - Total Assets
Latest total assets as of September 2025: $154.05 Million USD
Based on the latest financial reports, Westwood Holdings Group Inc (WHG) holds total assets worth $154.05 Million USD as of September 2025.
Total assets represent everything the company owns and controls, combining both current assets—like cash and cash equivalents, accounts receivable, and inventories—and non-current assets such as property, plant, equipment (PP&E), intangible assets, and long-term investments.
Westwood Holdings Group Inc - Total Assets Trend (2000–2024)
This chart illustrates how Westwood Holdings Group Inc’s total assets have evolved over time, based on quarterly financial data. Explore and compare other companies by total assets.
Westwood Holdings Group Inc - Asset Composition Analysis
Current Asset Composition (December 2024)
Westwood Holdings Group Inc's total assets of $154.05 Million consist of 40.9% current assets and 59.1% non-current assets.
| Asset Category | Amount (USD) | % of Total Assets |
|---|---|---|
| Cash & Equivalents | $18.85 Million | 12.6% |
| Accounts Receivable | $14.75 Million | 9.8% |
| Inventory | $0.00 | 0.0% |
| Property, Plant & Equipment | $3.51 Million | 2.3% |
| Intangible Assets | $21.67 Million | 14.5% |
| Goodwill | $39.50 Million | 26.3% |
Asset Composition Trend (2000–2024)
This chart illustrates how Westwood Holdings Group Inc's asset composition has evolved over time. Understanding changes in asset allocation can provide insights into the company's strategic shifts, capital allocation priorities, and business focus evolution.
Key Asset Composition Facts
- Current vs. Non-Current Assets: Westwood Holdings Group Inc's current assets represent 40.9% of total assets in 2024, an increase from 0.0% in 2000.
- Cash Position: Cash and equivalents constituted 12.6% of total assets in 2024, down from 23.7% in 2000.
- Tangible vs. Intangible: Intangible assets (including goodwill) make up 40.0% of total assets, an increase from 26.0% in 2000.
- Asset Diversification: The largest asset category is goodwill at 26.3% of total assets.
Westwood Holdings Group Inc Competitors by Total Assets
Key competitors of Westwood Holdings Group Inc based on total assets are shown below.
| Company | Country | Total Assets |
|---|---|---|
|
Bexil Cp
PINK:BXLC
|
USA | $29.44 Million |
|
Norte Grande
SN:NORTEGRAN
|
Chile | CL$2.91 Billion |
|
BlackRock Capital Allocation Trust
NYSE:BCAT
|
USA | $1.87 Billion |
|
Big Tech 50 R&D-Limited Partnership
TA:BIGT
|
Israel | ILA14.08 Million |
|
Zhuhai Huajin Capital Co Ltd
SHE:000532
|
China | CN¥2.38 Billion |
|
Shaanxi International Trust Co Ltd
SHE:000563
|
China | CN¥29.45 Billion |
|
Sichuan Shuangma Cement Co Ltd
SHE:000935
|
China | CN¥9.30 Billion |
|
Sk Securities
KO:001510
|
Korea | ₩7.28 Trillion |
Westwood Holdings Group Inc - Asset Efficiency Metrics
Asset efficiency metrics measure how effectively a company uses its assets to generate revenue and profits. These indicators help investors evaluate management's ability to deploy capital efficiently.
Asset Turnover Ratio
Measures how efficiently a company uses its assets to generate sales
Moderate asset utilization - Westwood Holdings Group Inc generates 0.63x its asset value in annual revenue.
Return on Assets (ROA)
Measures how efficiently a company uses its assets to generate profits
Moderate ROA - For every $100 in assets, Westwood Holdings Group Inc generates $ 1.47 in net profit.
Westwood Holdings Group Inc - Liquidity and Working Capital Analysis
Liquidity ratios measure a company's ability to pay off its short-term debts as they come due, using the company's current or quick assets. Working capital represents the operational liquidity available.
Key Liquidity Metrics
| Metric | Current | 1 Year Ago | 5 Years Ago |
|---|---|---|---|
| Current Ratio | 39.28 | 4.24 | 8.17 |
| Quick Ratio | 39.28 | 4.28 | 14.06 |
| Cash Ratio | 23.46 | 1.41 | 0.00 |
| Working Capital | $35.25 Million | $ 52.45 Million | $ 84.52 Million |
Westwood Holdings Group Inc - Advanced Valuation Insights
This section examines the relationship between Westwood Holdings Group Inc's asset base and its market valuation, helping to identify whether the company's assets are efficiently translated into market value.
Key Valuation Metrics
| Current Price-to-Book Ratio | 1.36 |
| Latest Market Cap to Assets Ratio | 0.61 |
| Asset Growth Rate (YoY) | -3.3% |
| Total Assets | $149.99 Million |
| Market Capitalization | $90.82 Million USD |
Valuation Analysis
Below Book Valuation: The market values Westwood Holdings Group Inc's assets below their book value (0.61 x), which may indicate investor concerns about asset quality or future growth.
Slight Asset Contraction: Westwood Holdings Group Inc's assets decreased by 3.3% over the past year, which may reflect streamlining or optimization of resources.
Annual Total Assets for Westwood Holdings Group Inc (2000–2024)
The table below shows the annual total assets of Westwood Holdings Group Inc from 2000 to 2024.
| Year | Total Assets | Change |
|---|---|---|
| 2024-12-31 | $149.99 Million | -3.34% |
| 2023-12-31 | $155.17 Million | +5.97% |
| 2022-12-31 | $146.43 Million | +4.89% |
| 2021-12-31 | $139.60 Million | -6.40% |
| 2020-12-31 | $149.15 Million | -16.54% |
| 2019-12-31 | $178.71 Million | -10.28% |
| 2018-12-31 | $199.18 Million | +3.39% |
| 2017-12-31 | $192.66 Million | +7.22% |
| 2016-12-31 | $179.68 Million | -0.91% |
| 2015-12-31 | $181.34 Million | +29.64% |
| 2014-12-31 | $139.87 Million | +20.53% |
| 2013-12-31 | $116.05 Million | +20.12% |
| 2012-12-31 | $96.61 Million | +6.64% |
| 2011-12-31 | $90.60 Million | +24.74% |
| 2010-12-31 | $72.63 Million | +21.28% |
| 2009-12-31 | $59.89 Million | +17.78% |
| 2008-12-31 | $50.85 Million | +30.30% |
| 2007-12-31 | $39.02 Million | +35.87% |
| 2006-12-31 | $28.72 Million | +5.17% |
| 2005-12-31 | $27.31 Million | +3.93% |
| 2004-12-31 | $26.28 Million | +0.15% |
| 2003-12-31 | $26.24 Million | +8.78% |
| 2002-12-31 | $24.12 Million | +14.57% |
| 2001-12-31 | $21.05 Million | +16.31% |
| 2000-12-31 | $18.10 Million | -- |