Is WESTWOOD HOLDINGS GROUP INC (WHG) Halal?

NYSE Financial Services United States $151M
✗ NOT HALAL
Confidence: 95/100
WESTWOOD HOLDINGS GROUP INC (WHG) is Not Halal under AAOIFI Standard 21 due to its classification in the Asset Management industry, which is excluded under Shariah screening. Companies operating in prohibited sectors such as conventional banking, insurance, alcohol, tobacco, and gambling are automatically excluded regardless of their financial ratios.

Shariah Screening — 5 Standards

Based on financial data from December 2025

Standard Debt Ratio Cash Ratio Receivables Income Status
AAOIFI Excluded — Asset Management ✗ NOT HALAL
DJIM Excluded — Asset Management ✗ NOT HALAL
MSCI Excluded — Asset Management ✗ NOT HALAL
S&P Excluded — Asset Management ✗ NOT HALAL
FTSE Excluded — Asset Management ✗ NOT HALAL

Financial Highlights

P/E Ratio
20.1
EPS
$0.79
Dividend Yield
378.0%
Payout: 75.9%
P/B Ratio
1.1
EV/EBITDA
10.9
EV: $102M
Revenue
$98M
Growth: 5.9%
Beta
0.8
Low volatility
Current Ratio
2.4

Profitability

Gross Margin 42.0%
Operating Margin 8.0%
Net Margin 7.2%
Return on Equity (ROE) 5.7%
Return on Assets (ROA) 2.0%

Cash Flow & Balance Sheet

Operating Cash Flow$19M
Free Cash Flow$18M
Total Debt$10M
Debt-to-Equity8.0
Current Ratio2.4
Total Assets$162M

Price & Trading

Last Close$16.00
50-Day MA$16.94
200-Day MA$16.94
Avg Volume12K
Beta0.8
52-Week Range
$14.37
$18.99

About WESTWOOD HOLDINGS GROUP INC (WHG)

CEO
Mr. Brian O'Connor Casey CFP
Employees
148
Sector
Financial Services
Industry
Asset Management
Country
United States
Exchange
NYSE
Market Cap
$151M
Currency
USD

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 mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.

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Frequently Asked Questions

Is WESTWOOD HOLDINGS GROUP INC (WHG) halal to invest in?

Based on our screening using AAOIFI Standard 21 (the strictest methodology), WESTWOOD HOLDINGS GROUP INC is Not Halal. The company fails one or more screening criteria. We screen against all 5 major standards: AAOIFI, DJIM, MSCI, S&P, and FTSE.

What is WESTWOOD HOLDINGS GROUP INC's debt ratio?

WESTWOOD HOLDINGS GROUP INC's debt ratio is not available under the AAOIFI standard (which uses market capitalization as the denominator). The AAOIFI threshold is 30%.

What are WESTWOOD HOLDINGS GROUP INC's key financial metrics?

WESTWOOD HOLDINGS GROUP INC has a market capitalization of $151M, trailing P/E ratio of 20.1, and revenue of $98M. The company maintains a gross margin of 42.0% and a net margin of 7.2%. Return on equity stands at 5.7%.

How often is the screening data updated?

Our screening data is updated regularly using the latest available financial statements and market data. Stock prices and market caps are refreshed frequently, while financial statements are updated quarterly when companies report earnings.

Disclaimer: HalalStockGuide.com provides Shariah compliance screening for educational and informational purposes only. This is not a fatwa, financial advice, or a recommendation to buy or sell any security. Screening results are based on publicly available financial data and established methodologies. Always consult a qualified Islamic scholar and a licensed financial advisor before making investment decisions.