Company

WESTWOOD HOLDINGS GROUP INC (WHG)

Standardized SEC financial data for WESTWOOD HOLDINGS GROUP INC — income statement, balance sheet, cash flow and 40+ ratios, available as a clean JSON API. CIK 0001165002 · NYSE · Investment Advice.

Operating margin

5.1%

Net margin

7.2%

Revenue growth (YoY)

3.2%

Return on equity

5.6%

Free cash flow

$18.8M

Current ratio

3.87×

EPS (diluted)

$0.79

Ratios for fiscal year 2025, standardized from SEC filings.

Income statement

USD	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
Revenue	$65.1M	$73.1M	$68.7M	$89.8M	$94.7M	$97.8M
SG&A expense	$8.9M	$8.1M	$9.1M	$12.5M	$11.9M	$11.3M
Operating income	-$3.4M	$6.0M	-$4.9M	$6.0M

Balance sheet

USD	FY2021	FY2021	FY2022	FY2023	FY2024	FY2025
Cash & equivalents	—	$15.2M	$23.9M	$20.4M	$18.8M	$26.2M
Total current assets	—	$93.9M	$58.2M	$72.2M	—	—
Property, plant & equipment	—	$2.1M	$1.8M	$1.4M

Cash flow

USD	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
Operating cash flow	-$9.8M	$19.4M	$51.5M	-$1.2M	$21.1M	$18.9M
Capital expenditures	$93K	$178K	$320K	$147K	$3.5M	$3.1M
Free cash flow	-$9.9M	$19.2M	$51.2M	-$1.3M

Get WHG data via API

# JSON
curl https://sec-financial-api-production.up.railway.app/v1/company/WHG/financials \
  -H "X-API-Key: YOUR_KEY"

# CSV export (income / balance / cash-flow)
curl "https://sec-financial-api-production.up.railway.app/v1/company/WHG/income-statement?format=csv" \
  -H "X-API-Key: YOUR_KEY"

Get a free API key Use with Claude (MCP) →View WHG filings on SEC EDGAR →