WESTWOOD HOLDINGS GROUP INC (WHG) Financial Ratio Screen
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MSCI new-inclusion financial-ratio snapshot
WHG financial screening at a glance
Calculation date: 2026-08-31. Financial period used: December 2025. The ratios are automated proxies inspired by published methodologies; they are not official index determinations.
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Business activity evidence
Business exclusion flag
The supplied classification (Asset Management) matches a prohibited-activity category.
Revenue segments: Not yet checked against an SEC annual filing.
Profile description reviewed: 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.
Sources to verify: Secondary company profile and classification · Issuer website · SEC issuer filings
A sector label or company description can flag a risk but cannot establish a compliant-revenue percentage. Only sourced segment disclosures may support that calculation.
Published-ratio reproductions (not certifications)
The table shows implemented MSCI and FTSE/Yasaar-style asset-based models plus a provisional S&P-style leverage reconstruction where a complete 36-month denominator exists. These are independent calculations, not official index results or Shariah determinations. See formulas, sources and limitations.
Based on financial data from December 2025
| Standard | Debt Ratio | Cash Ratio | Receivables | Income | Status |
|---|---|---|---|---|---|
| MSCI | Excluded — Asset Management | BUSINESS EXCLUSION FLAG* | |||
| FTSE | Excluded — Asset Management | BUSINESS EXCLUSION FLAG* | |||
Financial Highlights
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-Equity | 8.0 |
| Current Ratio | 2.4 |
| Total Assets | $162M |
Price & Trading
| Last Close | $16.00 |
| 50-Day MA | $16.94 |
| 200-Day MA | $16.94 |
| Avg Volume | 12K |
| Beta | 0.8 |
|
52-Week Range
$14.37
| |
Financial data provenance and verification
The displayed fields were imported from yfinance on 2026-03-29 for the financial period December 2025. This is a secondary data feed and can differ from amended or newly filed statements.
- Issuer website — use its investor-relations filings to verify the figures.
- SEC EDGAR filing search — primary filing source for US issuers.
- Field mapping, formulas and limitations.
Verification rule: check debt, cash, receivables, revenue and interest income against the latest primary filing before relying on an automated ratio.
About WESTWOOD HOLDINGS GROUP INC (WHG)
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?
The current automated result is Financial criteria not met or an activity exclusion was detected. It uses available public financial fields and simplified methodology proxies. It is not a fatwa or an official determination by AAOIFI, DJIM, MSCI, S&P, or FTSE.
What is WESTWOOD HOLDINGS GROUP INC's debt ratio?
WESTWOOD HOLDINGS GROUP INC's debt ratio is not available in the MSCI new-inclusion reproduction: total debt divided by total assets, against a 30% threshold. See the methodology page for the official source and limitations.
What are WESTWOOD HOLDINGS GROUP INC's key financial metrics?
WESTWOOD HOLDINGS GROUP INC has a market capitalization of USD 151M in its listing currency, 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?
Calculation date: 2026-08-31. Financial period: December 2025. These dates are shown separately because regenerating this page does not refresh the underlying data.
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.