Westwood Holdings Group, Inc. (WHG) Fair Value 2026

WHG · Asset Management ·

By CirclFi Research Team · Data from SEC EDGAR, FRED & GDELT

Quality Score

8.2 /10

32 fundamental signals · 6 models active

Value Trap Risk

SAFE (23/100)

Quick Summary — As of 2026-08-28, Westwood Holdings Group, Inc. (WHG) trades at $19.78, versus a $9.12 median fair value across its 6 active models — 53.9% below the current price. QOC: 8.2/10. Value Trap Risk: 23/100 (SAFE). 6/13 models active.

Key Facts

Ticker
WHG
Price
$19.78
Quality Score
8.2/10
Value Trap Risk
23/100
Models Active
6/13
Last Updated
Strength: Quality Score of 8.2/10 indicates strong fundamentals
Risk: Majority of models suggest overvaluation

Is Westwood Holdings Group, Inc. (WHG) Undervalued or Overvalued in 2026?

According to CirclFi’s 6-model valuation engine, Westwood Holdings Group, Inc. (WHG) appears overvalued as of : the median of 6 independent fair value estimates is $9.12, 53.9% below the current price of $19.78. Estimates range from $2.86 to $16.37. WHG scores 8.2/10 on fundamental quality and 23/100 on value-trap risk.

For context, the median US equity CirclFi rates trades at an implied -23.4% versus its own 13-model consensus, across 3,809 rated companies as of 2026-08-28. WHG’s -53.9% gap is wider than that market norm, and the Asset Management sector median is -4.4%. Full market index →

This verdict compares price to intrinsic value only — it is not a buy or sell rating. For the decision case (bull vs bear arguments, risk factors, peers), read Should You Buy Westwood Holdings Group, Inc. Stock in 2026? →

What Fair Value Does Each Model Give WHG?

6 Intrinsic Value Models vs. Current Price ($19.78)

Core Models (Unlocked)
Model Fair Value Upside
Intrinsic · High Conviction
 $2.86 -85.5%
Ensemble · Low Conviction
 $9.94 -49.7%
Intrinsic · High Conviction
 $16.37 -17.2%
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What Is WHG's Fair Value Range?

Spread across 6 independent models · $2.86 to $16.37

CirclFi's 6 active models place Westwood Holdings Group, Inc. (WHG) between $2.86 and $16.37 per share, a spread of 148% of the median. The median of that range — $9.12 — is the fair value CirclFi publishes for WHG, against a current price of $19.78.

Low · EPVHigh · Markov DDM
$2.86median $9.12$16.37
Where the range comes from
Most bearish modelEarnings Power Value (EPV)$2.86
Most bullish modelMarkov DDM$16.37
Model agreement0 bullish · 6 bearishwide

A band this wide is itself the finding. When independent methods land far apart, they are reading a business whose value depends heavily on which lens you apply — volatile earnings, heavy reinvestment, or an asset base that cash-flow and asset-based methods score differently. That disagreement is information: it says the choice of method matters more than usual for WHG. Treat the median as one reading among several and compare the individual models below before acting.

Every figure above is one model's standalone output on WHG, not a CirclFi price target. How each model works →

What Is Westwood Holdings Group, Inc. (WHG) Worth in 2026?

According to the CirclFi Deep Alpha Valuation Engine, Westwood Holdings Group, Inc.'s intrinsic value is estimated at $9.12. Trading at its current price of $19.78, the valuation engine raises significant caution: 6 of 6 models flag downside risk, projecting a median implied return of -53.9%. Model dispersion is worth noting: Markov DDM targets $16.37 (-17.2%), versus EPV at $2.86 (-85.5%). This +68.3% range highlights the importance of multi-model analysis rather than relying on any single methodology.

What Do the Models Say About WHG?

6 of 13 models are currently active for WHG. All 6 active models suggest the stock trades above fair value. Taken together, their median fair value for WHG is $9.12 — the figure CirclFi publishes as this stock's fair value. See which stocks rank higher →

How Does WHG Rank in Asset Management?

Among 187 Asset Management stocks, WHG ranks #14 by Quality of Company score. CirclFi's QOC score of 8.2/10 evaluates 32 fundamental signals. A score of 8.2 places WHG in the top tier.

See all Most Undervalued Asset Management Stocks →

Westwood Holdings Group, Inc. operates in a competitive landscape where fundamental quality metrics are key differentiators for long-term value creation.

Is WHG a Value Trap?

CirclFi's Value Trap algorithm assigns WHG a score of 23/100 (SAFE). This indicates minimal risk. Fundamentals are healthy. The score cross-references apparent undervaluation against fundamental deterioration signals. Browse lowest value-trap stocks →

Multi-Model Methodology

6 of 13 models are active for Westwood Holdings Group, Inc.. Moderate coverage provides meaningful perspective. Each model applies a fundamentally different valuation philosophy. See the complete methodology →

According to the CirclFi Deep Alpha Valuation Engine, Westwood Holdings Group, Inc. scores 8.2 out of 10 on our 32-signal quality assessment, a strong rating that demonstrates strong fundamentals across the majority of our quality signals. The QOC score synthesizes profitability margins, revenue growth reliability, debt management, and capital allocation into a single metric designed to separate durable businesses from statistically cheap ones.

The gap between the most bullish and bearish model spans +68.3% — demonstrating why single-model analysis is dangerous. Browse all stocks with 13-model coverage →

Data Sources & Confidence

Every WHG valuation is built from SEC EDGAR XBRL filings — 700+ standardized financial tags. Macroeconomic context from FRED calibrates discount rates, while GDELT news sentiment feeds into our Sentiment SOTP model. All pipelines run daily. Read the complete data methodology →

Across WHG's 6 active models, average confidence is 42%. Lower confidence may reflect limited history or high volatility.

CirclFi's output is a research starting point, not a buy/sell signal. All data updates daily. Read the full methodology →

This analysis is produced by the CirclFi Valuation Engine using quantitative models applied to SEC EDGAR filings, public market feeds, and FRED macroeconomic indicators. It is not financial advice.

Read the full investment analysis: Should You Buy Westwood Holdings Group, Inc. Stock in 2026? →

Bull case, bear case, risk factors & peer comparison — updated daily

Which Similar Asset Management Stocks Should You Also Analyze?

11 related Asset Management stocks with 13-model coverage

HNNAHennessy Advisors, Inc.QOC 8.4TROWT. Rowe Price Group, Inc.QOC 8.1APAMArtisan Partners Asset Management Inc.QOC 8.4BAMBrookfield Asset Management Ltd.QOC 8.1FHIFederated Hermes, Inc.QOC 8.5ARESAres Management CorporationQOC 8.1KWYKingsway CorporationQOC 6.5JHIJohn Hancock Investors TrustQOC 5.0FGNXFG Nexus Inc.QOC 4.2HLNEHamilton Lane IncorporatedQOC 9.3AMPAmeriprise Financial, Inc.QOC 9.3

Read investment analysis: HNNA · TROW · APAM · BAM · FHI · ARES · KWY · JHI · FGNX · HLNE · AMP

Which Other Stocks Have a Similar Quality Score to WHG?

7 companies across all industries closest to WHG’s Quality of Company score of 8.2/10.

WLFCWillis Lease Finance CorporationQOC 8.2TRGPTarga Resources Corp.QOC 8.2RBARB Global, Inc.QOC 8.2APLEApple Hospitality REIT, Inc.QOC 8.2SBFGSB Financial Group, Inc.QOC 8.2ARIApollo Commercial Real Estate Finance, Inc.QOC 8.2NVDANVIDIA CorporationQOC 10.0

Read investment analysis: WLFC · TRGP · RBA · APLE · SBFG · ARI · NVDA

Where Does WHG Sit in CirclFi's Asset Management Rankings?

WHG is ranked against every other Asset Management stock CirclFi covers in each of these screens.

See all Asset Management stocks ranked →

What Else Do Investors Ask About Westwood Holdings Group, Inc.’s Valuation?

What is Westwood Holdings Group, Inc.'s intrinsic value in 2026?

CirclFi puts Westwood Holdings Group, Inc. (WHG)'s intrinsic value at $9.12 — the median of 6 independent model estimates as of 2026-08-28, ranging from $2.86 to $16.37. The Quality of Company score is 8.2/10 across 32 fundamental signals. All models use SEC EDGAR filings updated daily. See our methodology page for how each model works.

Is WHG overvalued or undervalued right now?

At $19.78, 0 of 6 active models suggest WHG may be undervalued, while 6 indicate potential overvaluation. The median of all 6 fair value estimates is $9.12, 53.9% below the current price of $19.78 — a consensus view that WHG is overvalued. The assessment depends on which methodology best fits Westwood Holdings Group, Inc.'s business model in Asset Management.

What does a Quality of Company score of 8.2 mean for WHG?

Westwood Holdings Group, Inc.'s QOC of 8.2/10 reflects 32 fundamental signals: profitability margins, revenue growth consistency, balance sheet leverage, free cash flow generation, and capital allocation efficiency. Scores above 7 indicate strong fundamentals and disciplined management.

How many valuation models does CirclFi run on WHG?

CirclFi analyzes WHG with 13 institutional-grade models daily: Bayesian DCF (Monte Carlo + jump-diffusion), EPV (Greenwald zero-growth), EROIC Spread (McKinsey reinvestment), First Chicago (3-scenario), Markov DDM (regime-switching), ML-RIV (machine learning residual income), Dynamic NAV (asset-based), PWERM (option-theoretic), Regime Cross-Sectional (relative), Sentiment SOTP (hybrid), CUCE Ensemble (meta-model), FTNN Topology (neural network), and RCMH-DCF (conditional regime). Currently 6 of 13 are active for this stock. Read the full methodology →

Which valuation models are most bullish and most bearish on WHG?

Of the 6 models currently active on WHG, Markov DDM is the most bullish at $16.37 per share, and Earnings Power Value (EPV) is the most bearish at $2.86. CirclFi's published fair value for WHG is the median of that range, $9.12, not either extreme. The gap between the two ends equals 148% of the median — a wide spread, meaning the methods genuinely disagree and the median should carry less weight. Browse stocks by value-trap risk →

Is WHG a value trap in 2026?

Westwood Holdings Group, Inc.'s Value Trap score is 23/100 (SAFE). This low score indicates the current valuation is not artificially depressed by fundamental deterioration, suggesting genuine opportunity rather than a trap.

Cite this analysis — “According to CirclFi’s 6-model valuation engine, Westwood Holdings Group, Inc. (WHG) has a median fair value of $9.12 — 53.9% below the current price of $19.78 — as of 2026-08-28.” Source: circlfi.com/stock/WHG/ · Methodology
Primary sources for this WHG valuation
  • Financial statements: Westwood Holdings Group, Inc. 10-K and 10-Q filings on SEC EDGAR (CIK 0001165002) — 700+ standardized XBRL tags, published by the U.S. Securities and Exchange Commission.
  • Discount-rate inputs: FRED, Federal Reserve Bank of St. Louis — risk-free rates, VIX, yield curve, inflation.
  • News sentiment: The GDELT Project — global media tone, input to the Sentiment SOTP model.
  • Model definitions: CirclFi methodology — the published specification for all 13 models, including the academic sources each one implements.

Market data for WHG as of ; valuations recomputed .

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