WHG (Westwood Holdings Group) Moat Score: 4/10 (As of Aug. 13, 2026)

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WHG Westwood Holdings Group Inc WHG
79 GF Score
Price $19.19
GF Value $15.84
Valuation Modestly Overvalued
! 8 Warning Signs
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What is Westwood Holdings Group Moat Score?

Westwood Holdings Group WHG +0.89% 79 Moat Score is 4 as of Aug. 13, 2026. GuruFocus rates WHG with a GF Score™ of 79/100 and a GF Value™ of $15.84 (Modestly Overvalued). The stock has 8 warning signs investors should review. Among 1,688 Asset Management companies, Westwood Holdings Group ranks better than 95.5% on this metric.

Westwood Holdings Group has the Moat Score of 4, which implies that the company might have Narrow Moat - Discernible but modest moat.

Westwood Holdings Group has Narrow Moat: Westwood Holdings Group Inc has a modest moat due to its established brand in asset management and some customer loyalty. However, the financial services industry is competitive, and the company lacks significant cost advantages or proprietary technology.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Westwood Holdings Group might have Narrow Moat - Discernible but modest moat.

Westwood Holdings Group  (NYSE:WHG) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Westwood Holdings Group Moat Score Related Terms

WHG vs GF, TPVG, WIA: Moat Score Comparison

For the Asset Management subindustry, Westwood Holdings Group's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Westwood Holdings Group Moat Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Westwood Holdings Group's Moat Score distribution charts can be found below:

* The bar in red indicates where Westwood Holdings Group's Moat Score falls into.


WHG
79GF Score
Westwood Holdings Group Inc WHG
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 4 mean?
Westwood Holdings Group (WHG) has a Moat Score of 4 as of Aug. 13, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Westwood Holdings Group ranks #76 out of 1688 companies in the Asset Management industry, placing it in the top 4.5%.
Is Westwood Holdings Group's Moat Score too high?
Westwood Holdings Group's current Moat Score is 4. Based on the distribution chart, Westwood Holdings Group ranks #76 out of 1688 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Westwood Holdings Group has a GF Score™ of 79/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Westwood Holdings Group's Moat Score compare to GF and TPVG?
According to the Asset Management industry distribution chart, Westwood Holdings Group ranks #76 out of 1688 companies for Moat Score. This places Westwood Holdings Group in the top 5% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Westwood Holdings Group's current Moat Score is 4. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Westwood Holdings Group stock overvalued right now?
Based on GuruFocus' analysis, Westwood Holdings Group (WHG) is currently considered Modestly Overvalued. The stock's GF Value™ is $15.84, compared to a current price of $19.19 — trading 21.1% above its estimated fair value. The current Moat Score is 4. Westwood Holdings Group's overall GF Score™ is 79/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Westwood Holdings Group (WHG), the current Moat Score is 4 as of Aug. 13, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Westwood Holdings Group (WHG) Overvalued in 2026?

Based on GuruFocus' analysis, Westwood Holdings Group stock appears to be overvalued. The current stock price of $19.19 is trading 21.1% above its estimated GF Value™ of $15.84. GuruFocus considers Westwood Holdings Group to be Modestly Overvalued.

Key valuation signals for WHG:

  • Moat Score: 4
  • GF Value™: $15.84 vs. price of $19.19 (21.1% above fair value)
  • GF Score™: 79/100 with 8 warning signs

No single metric tells the full story. See the WHG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Westwood Holdings Group Business Description

Address 200 Crescent Court, Suite 1200, Dallas, TX, USA, 75201
Westwood Holdings Group Inc manages investment assets and provides services for clients through subsidiaries. It operates its business through the Advisory and Trust segments. Its Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and its advisory segment sponsors common trust funds to institutions and high net-worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of its revenue from the United States, and also has its presence in Canada.
79GF Score

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Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$19.19
Price
$15.84
GF Value