ROARABLE
FREE $100K
My Trading Account →
▾
Trading Profile Active
Active Trader
Verified Trader
⚡ My $100K Trading Account → ★ My Saved Watchlist →
🟢 My $100K Account → Today Screener Big Ideas Track Record 💰 $100K Arena 🎲 Predictions 🏛️ Insiders 8 Analysts
Stock Ratings / Financials / WHG / news
PAAC (48) ETX (47) SAR (35) RILY (37) ⌘ Pro Terminal →

Why WHG Stock slipped -0.69% Today — RQD Quant Desk Flash

$18.71 -0.69% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $18.65

Westwood Holdings Group Inc (WHG) carries a Roarable Rating of C- (Hold) with 61/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

ROARABLE C- • HOLD / WATCH Cap $179.8M
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on WHG Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is WHG stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼

As of 2026-11-03, Westwood Holdings Group Inc (NYSE: WHG) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 61/100 at a spot price of $18.71 (-0.69% 1D, market cap $179.8M). Pillar breakdown: Fundamental Cash Engine 9/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 15/20, and Executive Insider Alignment 15/20. Across 1097 tracked Financials issuers, WHG ranks #374 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does WHG compare to PAAC and ETX in the Financials sector?
▼

Within the Financials sector (Investment Managers), WHG carries a Roarable C- (61/100 RQD), trailing P/E of 25.5x, gross margin of —, and ROIC of 4.0%. By comparison, PAAC (Proem Acquisition Corp I) holds a D grade (48/100 RQD, P/E N/A, ROIC —, cap $177.4M) and ETX (Eaton Vance Municipal Income 2028 Term Trust of) posts a D grade (47/100 RQD, P/E N/A, ROIC —, cap $190.4M). Among the 5-stock peer group, SAR leads on earnings multiple (5.9x) while RILY leads on capital efficiency (85.0% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for WHG?
▼

Per WHG's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001165002), Westwood Holdings Group Inc generated $97.8M in revenue (+3.2% YoY), $7.1M in net income, and $18.8M in free cash flow against $162.3M in total assets and $0 in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $18.65 (-0.31%)🧬 Cannibal Buyback (-2.08% YoY Shares)⚙️ Cash Engine: 9/20 (D) • 19.3% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 61/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.5% avg 90D alpha vs SPY • 53.9% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →
RQD QUANT TACHOMETERHOLD / WATCH • C-
025507510061
Quant Analyst Panel Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR RQD RADARRw D+ · Rk B-
Cash (9)Whales (9)SEC (13)Macro (15)CEO (15)
Each axis scored 0–20
12M PRICE TARGET CONE+1.3% Base Target
$22 Bull$19 Base$15 Bear
📬 FREE WHG RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for WHG)Realized 20D OHLCV Swing Band: ±4.4%
Deterministic 5-Pillar Attribution (61/100 Composite)
🔍 WHY WHG SCORES 61/100 (C-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Macro Regime Fit+15/20 pts (25% of score)

FRED Regime × Technicals: 64% of 52W Range • RSI-14 at 47.9 (NEUTRAL RANGE)

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+15/20 pts (25% of score)

SEC Form 4 / 13F Thermometer: 75% Net Buy • Cannibal Buyback (-2.08% YoY Shares)

▼ #1 Drag / Risk Factor: Whale & Options Positioning9/20 pts (-11 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-11 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
69
Grade B-$19.07-1.7% Next Q
Q2 (-2Q)
66
Grade B-$18.74+1.1% Next Q
Q3 (-1Q)
64
Grade C+$18.94-1.2% Next Q
Current
61
Grade C-$18.71+0.5% Hist 90D α
Trajectory: B- (69) → C- (61)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the WHG Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 61/100 (C-) score, WHG faces multiple-compression risk if 25.5x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($18.98) or 200D SMA ($17.87) invalidates the momentum regime and cuts Target Base ($18.96) toward Bear Floor ($14.79).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $WHG• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “WHG Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
YES 61%NO 39%Trade / Inspect Odds →
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →

Why WHG Stock slipped -0.69% Today — RQD Quant Desk Flash

Westwood Holdings Group Inc (WHG) slipped -0.69% to $18.71, trading at 64% of its 52-week range ($14.7 – $20.97). Solid steady margins (4% return on capital), mixed timing at 26x P/E—hold if owned, no rush to chase.

  • ▸Technical Tape: Trading at 64% of its 52-week range ($14.7 – $20.97) with RSI-14 at 47.9 (NEUTRAL RANGE).
  • ▸Volatility Profile: Historical 20-day realized swing band of ±4.4% around $18.71 (no active unusual options sweep snapshot on file).
  • ▸Fundamental Anchor: Roarable C- (Hold) backed by 52% gross margin and $18.8M annual free cash flow.
Live WHG Headlines & Catalysts
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (WHG Tape Review)

  • ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
  • ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
Join Founding VIP Waitlist (No Card Required) →$100K Arena
WHG // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +20.17%🛡️ HOLDING TREND SUPPORT
2026-11-03O $18.94H $18.94L $18.71C $18.71VOL 5.5K
RES: $19.58SUP: $18.61SMA50: $18.98SMA200: $17.87
$21.35$19.78$18.22$16.65$15.08RES $19.58SUP $18.61$18.712026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

WHG Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 WHG Butterfly Map → + Track WHG →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
19.2%/yr Implied 5Y Growth

vs. +3.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on WHG today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for WHG. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for WHG today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (WHG)

Financials Rank #374 of 1097 ⚔️ PAAC vs WHG Full Matrix →

1. Head-to-Head Financials Peer Comparison (WHG vs. PAAC, ETX, SAR, RILY)

Industry: Investment Managers (79 Tracked Issuers)

Across 1097 tracked Financials securities in the Roarable RQD universe, Westwood Holdings Group Inc (WHG) ranks #374 by composite RQD confidence (61/100, grade C-) and #903 by equity capitalization ($179.8M). Within this direct 5-issuer industry benchmark cohort, SAR leads on earnings valuation at 5.9x trailing P/E, while RILY leads on capital efficiency and profitability with 85.0% ROIC and — gross margin. WHG currently leads its immediate peer cohort in composite quantitative strength at 61/100 (C-).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
WHG ACTIVE
Westwood Holdings Group Inc
C- 61/100 25.5x — 4.0% -0.69% $179.8M Benchmark Subject
PAAC
Proem Acquisition Corp I
D 48/100 — — — 0.00% $177.4M /paac-vs-whg →
ETX
Eaton Vance Municipal Income 2028 Term Trust of
D 47/100 — — — +0.17% $190.4M /etx-vs-whg →
SAR
Saratoga Investment Corp
D- 35/100 5.9x — 8.9% +0.07% $211.9M /sar-vs-whg →
RILY
BRC Group Holdings Inc.
D- 37/100 — — 85.0% -5.17% $133.3M /rily-vs-whg →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001165002 ↗

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Westwood Holdings Group Inc (WHG) reported GAAP revenue of $97.8M (+3.2% vs. FY2024 revenue of $94.7M , and +8.9% cumulative change since FY2023) , GAAP net income of $7.1M, operating cash flow of $18.9M, and free cash flow of $18.8M (-10.4% YoY). On the balance sheet, WHG closed FY2025 with $162.3M in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 5/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $97.8M $7.1M $18.9M $18.8M $162.3M —
FY2024 (FY) 2024-12-31 $94.7M $2.2M $21.1M $21.0M $150.0M —
FY2023 (FY) 2023-12-31 $89.8M $10.6M -$1.2M -$1.2M — —

3. WHG Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is WHG stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Westwood Holdings Group Inc (NYSE: WHG) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 61/100 at a spot price of $18.71 (-0.69% 1D, market cap $179.8M). Pillar breakdown: Fundamental Cash Engine 9/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 15/20, and Executive Insider Alignment 15/20. Across 1097 tracked Financials issuers, WHG ranks #374 in composite RQD confidence.

How does WHG compare to PAAC and ETX in the Financials sector?

Within the Financials sector (Investment Managers), WHG carries a Roarable C- (61/100 RQD), trailing P/E of 25.5x, gross margin of —, and ROIC of 4.0%. By comparison, PAAC (Proem Acquisition Corp I) holds a D grade (48/100 RQD, P/E N/A, ROIC —, cap $177.4M) and ETX (Eaton Vance Municipal Income 2028 Term Trust of) posts a D grade (47/100 RQD, P/E N/A, ROIC —, cap $190.4M). Among the 5-stock peer group, SAR leads on earnings multiple (5.9x) while RILY leads on capital efficiency (85.0% ROIC).

What are the biggest fundamental strengths and SEC risk factors for WHG?

Per WHG's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001165002), Westwood Holdings Group Inc generated $97.8M in revenue (+3.2% YoY), $7.1M in net income, and $18.8M in free cash flow against $162.3M in total assets and $0 in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.

Where is WHG trading relative to its 50-day, 200-day, and 52-week technical levels?

WHG last traded at $18.71 (-0.69% on volume of 20,943 shares), positioning the stock -1.42% below its 50-day simple moving average ($18.98) and +4.70% above its 200-day simple moving average ($17.87). Across its 52-week range of $14.70 to $20.97, WHG sits at the 64.0% percentile with a 14-day RSI of 47.9 (NEUTRAL RANGE) and an implied next-earnings move of ±4.4% ($17.89 to $19.53).

Direct Sub-Reports: WHG RQD Cockpit WHG 12M Forecast WHG Earnings & Move WHG Dividends & DRIP WHG Insiders & 13F WHG Whale Options WHG Profit Sankey WHG News & Why
ROARABLE RATING BRIEF • RQD 61/100 (C-) ✓ SEC XBRL & RQD VERIFIED

WHG — Westwood Holdings Group Inc: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Westwood Holdings Group Inc (WHG) earns a live Roarable RQD composite score of 61/100, corresponding to a C- letter grade (Roarable Hold) at a spot price of $18.71 (-0.69% 1D, market capitalization $179.8M).

  • Fundamental Cash Engine (9/20): Anchored by return on invested capital (ROIC) of 4.0%, gross margin of —, operating margin of 5.1%, and free cash flow yield of 10.42%.
  • Whale 13F & Options Flow (9/20) + Insider Conviction (15/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (15/20) + Forensic Balance Sheet (13/20): Incorporates a 1.00x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 5/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Westwood Holdings Group Inc (WHG) is a NYSE-listed issuer in the Financials sector, Investment Managers industry. Per the RSS news items, the company is associated with exchange-traded products, including the Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI), and Westwood Enhanced Income Opportunity (YLDW).

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Westwood Holdings Group Inc (WHG) reported $97.8M in annual revenue (up from $94.7M in FY2024, +3.2% YoY) and $7.1M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($89.8M revenue, $10.6M net income) through FY2025, WHG scaled operating cash flow to $18.9M and free cash flow to $18.8M, backed by $162.3M in total assets against $0 in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (C- • RQD 61/100): Company leadership has skin in the game with net positive insider conviction. Free cash flow yield of 10.42% and institutional whale pillar of 9/20. With Fundamental Cash Engine at 9/20 and Institutional Whale Flow at 9/20, sustained execution supports upside toward the upper end of the $14.70 – $20.97 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Broader market pullbacks can still drag down strong stocks in the short run. Investors must weigh 25.5x trailing P/E and 30.6x EV/EBITDA against 5.1% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

— The Butterfly Supply-Chain Graph reports no upstream or downstream links, no sector correlations, and no proprietary signals for WHG. Any 2nd-order bottleneck analysis cannot be supported from the supplied data.

  • Key Question #1: Can WHG sustain or expand its 5.1% operating margin and 4.0% ROIC against Investment Managers peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $97.8M and free cash flow of $18.8M, how will capital allocation balance growth reinvestment against $0 in total debt?
  • Key Question #3: How sensitive is WHG's 23.7x forward P/E multiple to Financials capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

WHG Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Westwood Holdings Group Inc (WHG) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to WHG Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

WHG Bull vs. Bear Conversation Board — What's Your Call at $18.71?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON WHG 🐻 33% BEARISH CONVICTION
1. Pick Your Side on WHG:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
BR BreakoutHunter RQD DEBATE OPENER • Swing & Catalyst Trader 🐂 BULLISH 🎯 Target: $22.23 (+18.0%)
📌 Pinned Debate

FCF yield of 10.42% and FY 2025 free cash flow of $18.8M indicate strong cash generation relative to the market cap.

Here is why I am bullish on WHG here at $18.84: FCF yield of 10.42% and FY 2025 free cash flow of $18.8M indicate strong cash generation relative to the market cap.. Compare WHG's 5.1% operating margin and 4.0% ROIC against the rest of Investment Managers. As long as cash conversion holds up, dips toward $17.90 are getting bought.

ArenaChamp_24 🐂 BULL

@BreakoutHunter Agree on the RQD 61/100 quality, though with 1.0 beta I'm scaling in with half-size at $18.84 and keeping dry powder in case we test $17.52.

FO ForensicBear RQD DEBATE OPENER • 10-K Footnote Auditor 🐻 BEARISH 🎯 Target: $15.64 (-17.0%)
Spot @ $18.84

ROIC of 4% and a trailing P/E of 25.5 leave the valuation dependent on earnings growth that the reported net income trend does not yet

I respect the product at Westwood Holdings Group Inc, but the stock at $18.84 is a different story. ROIC of 4% and a trailing P/E of 25.5 leave the valuation dependent on earnings growth that the reported net income trend does not yet show.. FCF yield is 10.42% and RQD sits at 61/100 (C-) — why pay up here when you can wait for next quarter's numbers?

LIVE TAPE