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Westwood Holdings Group, Inc. (WHG) fundamentals score

Broadmark is a San Francisco-based RIA managing and/or sub-advising mutual funds, retail and institutional separately-managed accounts. SCLP serves as a sub-placement agent for private placements. Salient Advisors is an SEC-registered investment adviser, a Commodity Futures Trading Commission ("CFTC") registered Commodity Pool Operator ("CPO") and a National Futures Association ("NFA") member.

Asset Management · Financial Services · Listed on NYSE

Overall: 7.0 out of 10, Good long-term fundamentals

  • Growth: 5.7/10
  • Profitability: 7.9/10
  • Financial health: 9.5/10
  • Earnings quality: 7.6/10
  • Valuation: 3.8/10

Scores are calculated from Westwood Holdings Group, Inc.’s SEC filings, using the 12 months through 2026-06. Compare it with past big winners, check its flags, and see today’s price against its fundamentals in the full scorecard.

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