WESTWOOD HOLDINGS GROUP, INC. · Financials · Trading
As of 2026-06-26, WESTWOOD HOLDINGS GROUP, INC. (WHG) has a 3-month relative strength percentile of 76 within the TickerStance CS+ADRC universe (~5,000 tickers). Its Power rating (absolute 1–99) is 56. The current market Stance is 47 (Neutral). Sector: Financials, ranked 9 of 11. Average daily range 5.2%, relative volume 7.44×. TickerStance reports observed regime conditions across the full CS+ADRC universe; band assignment reflects current breadth, momentum, and macro inputs computed at the daily close. Percentile ranks run from 1 (weakest) to 99 (strongest) relative to all universe members on the same date.
Diluted EPS, last 8 quarters. Positive EPS uses YoY change.
Relative strength across horizons plus the leadership score.
Accumulation rating, relative volume, U/D ratio, breakout-day proof.
3m RS is 76, Market Stance is mixed at 47, A/D rating A
YoY sales growth, last 8 quarters. Sales must back the earnings story.
TTM operating margin. Expansion = real operating leverage.
YoY diluted average shares. Down = buyback tailwind. Up > 2% = dilution flag.
Reported figures from SEC filings. No analyst estimates or forward guidance.
Daily range, ATR, beta, and the math for a 1-ADR stop.
No attention data for this ticker yet — it joins the daily scan once a baseline builds.
WHG is held by 3 ETFs as of Mar 2026. Top owner: VTI at 0.00% weight, $4M notional. Top 3 carry $7M.
Top 3 by value, from SEC N-PORT-P filings dated Mar 2026.
| ETF | Weight | Value |
|---|---|---|
| VTIVanguard Total Stock Market ETF | 0.00% | $4M |
| IWMiShares Russell 2000 ETF | 0.00% | $2M |
| VXFVanguard Extended Market ETF | 0.00% | $1M |
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | WHG Jan avg: 6.61% median: 6.23% win: 75% σ: 7.48% n: 4 2022-04-12 → 2026-05-29 | WHG Feb avg: -1.97% median: -1.04% win: 25% σ: 4.68% n: 4 2022-04-12 → 2026-05-29 | WHG Mar avg: -2.58% median: -0.04% win: 50% σ: 7.03% n: 4 2022-04-12 → 2026-05-29 | WHG Apr avg: 2.62% median: 0.97% win: 60% σ: 4.05% n: 5 2022-04-12 → 2026-05-29 | WHG May avg: -3.58% median: -2.41% win: 40% σ: 5.47% n: 5 2022-04-12 → 2026-05-29 | WHG Jun avg: -0.98% median: -0.43% win: 50% σ: 5.78% n: 4 2022-04-12 → 2026-05-29 (current) | WHG Jul avg: 2.34% median: 1.66% win: 50% σ: 9.52% n: 4 2022-04-12 → 2026-05-29 | WHG Aug avg: -1.66% median: 1.05% win: 75% σ: 7.59% n: 4 2022-04-12 → 2026-05-29 | WHG Sep avg: -7.46% median: -3.82% win: 25% σ: 15.19% n: 4 2022-04-12 → 2026-05-29 | WHG Oct avg: 1.55% median: 3.33% win: 75% σ: 8.71% n: 4 2022-04-12 → 2026-05-29 | WHG Nov avg: 10.52% median: 9.96% win: 100% σ: 10.86% n: 4 2022-04-12 → 2026-05-29 | WHG Dec avg: 0.08% median: -2.89% win: 50% σ: 10.44% n: 4 2022-04-12 → 2026-05-29 |