Advisory was Westwood Holdings’s largest segment in fiscal 2025, bringing in $168.27M of $195.52M (86%).
| Segment | FY 2010 | FY 2023 | FY 2024 | FY 2025 |
|---|---|---|---|---|
| Advisory | $150.92M | $157.55M | $168.27M | |
| Trust | $41.74M | $44.18M | $43.94M | |
| Other Reporting Segment | -$13.10M | -$12.29M | -$16.69M | |
| Total | $179.56M | $189.44M | $195.52M |
Westwood Holdings brought in $195.52M from its three segments in fiscal 2025, the year ended December 31, 2025. That was up 3.2% from $189.44M in fiscal 2024. Advisory was the largest at $168.27M (86.1%), ahead of Trust at $43.94M (22.5%).
Compared with fiscal 2024, Advisory grew 6.8% to $168.27M, while Trust fell 0.5% to $43.94M. From fiscal 2023 to 2025, combined revenue from these segments grew from $179.56M to $195.52M, a compound annual growth rate of 4.4%. Advisory's share of the total rose from 84.0% to 86.1%.
The total is net of Other Reporting Segment, which took $16.69M off revenue in fiscal 2025.
United States was Westwood Holdings’s largest region in fiscal 2015, bringing in $219.63M of $261.87M (84%).
| Geography | FY 2011 | FY 2012 | FY 2013 | FY 2015 |
|---|---|---|---|---|
| United States | — | $167.24M | $219.63M | |
| U S | $146.51M | — | — | |
| Canada | — | $11.13M | $18.48M | |
| C A | $5.08M | — | — | |
| Asia | — | — | $9.08M | |
| Europe | $3.40M | $3.69M | $12.04M | |
| Australia | — | $1.59M | $2.65M | |
| Total | $154.99M | $183.65M | $261.87M |
Westwood Holdings brought in $261.87M from its five regions in fiscal 2015, the year ended December 31, 2015. Westwood Holdings regrouped these regions after fiscal 2013, so the total does not compare directly with that year's $183.65M. United States was the largest at $219.63M (83.9%), ahead of Canada at $18.48M (7.1%) and Europe at $12.04M (4.6%). The other two regions brought in $11.73M combined.
Compared with fiscal 2013, the previous year with figures, Europe grew fastest, up 226.6% to $12.04M. Every region above 2% of revenue grew.
Westwood Holdings began breaking out United States in fiscal 2013, Canada in fiscal 2013, Asia in fiscal 2015 and Australia in fiscal 2013. Westwood Holdings stopped reporting U S ($146.51M in fiscal 2012) and C A ($5.08M in fiscal 2012) as separate regions.
Westwood Holdings (WHG) reports its revenue by segment and by geography. In fiscal 2025, Advisory was its largest segment, bringing in $168.27M (86.1% of the total), followed by Trust at $43.94M (22.5%).
Advisory was Westwood Holdings' largest segment in fiscal 2025, bringing in $168.27M, or 86.1% of the $195.52M total across its three segments.
United States was Westwood Holdings' largest region in fiscal 2015, bringing in $219.63M, or 83.9% of the $261.87M total across its five regions.
Advisory grew faster than Trust in fiscal 2025, up 6.8% from $157.55M to $168.27M. Trust fell 0.5% to $43.94M.
Every figure comes from Westwood Holdings' annual financial filings, as reported. Each line keeps the name Westwood Holdings gives it, and years follow its fiscal calendar.
Westwood Holdings' revenue by segment goes back to fiscal 2010, with figures through fiscal 2025. The latest four fiscal years are free to view, and the full history is available with a Business Quant subscription.