Here are the 10-K annual reports from Westwood Holdings Group, Inc. (WHG) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-K covers the audited annual report, with the full financial statements, so if you follow WHG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WHG filings page.
Westwood Holdings Group is a Delaware-based asset and wealth manager whose revenues come mainly from fees on assets under management and advisement. Through its RIAs and Westwood Trust, it managed about $16.5 billion of AUM and $0.9 billion of AUA as of December 31, 2025.
The firm offers U.S. value equity, multi-asset, energy and real assets, tactical absolute return, income alternatives and customized managed investment solutions, plus mutual funds and ETFs, including new enhanced income ETFs launched in 2024–2025. It is expanding via acquisitions, strategic investments and new products like Energy Secondaries private capital funds.
Westwood highlights intense competition, fee pressure, client concentration—its ten largest clients produced about 20% of 2025 fee revenue—and extensive regulatory oversight as key risks. It also details cybersecurity, operational and reputational risks, and emphasizes ESG principles, diversity, and community involvement as part of its long-term culture.