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3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-08-13), Westwood Holdings Group's 3-1 Month Momentum % is 20.31%.
The industry rank for Westwood Holdings Group's 3-1 Month Momentum % or its related term are showing as below:
WHG's 3-1 Month Momentum % is ranked better than 94.89% of 1624
companies
in the Asset Management industry
Industry Median: -0.065
vs WHG: 20.31
Westwood Holdings Group (NYSE:WHG) 3-1 Month Momentum % Explanation
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Westwood Holdings Group 3-1 Month Momentum % Related Terms
WHG vs GF, TPVG, WIA: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Westwood Holdings Group's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % 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 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Westwood Holdings Group's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Westwood Holdings Group's 3-1 Month Momentum % falls into.
Westwood Holdings Group (NYSE:WHG) 3-1 Month Momentum % Calculation
3-1 Month Momentum % is calculated as following:
3-1 Month Momentum %
=
( Price 1-month ago
/
Price 3-month ago
- 1 )
*
100 %
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Westwood Holdings Group (WHG) has a 3-1 Month Momentum % of 20.31% as of Aug. 13, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Westwood Holdings Group and its competitors. According to the industry distribution chart, Westwood Holdings Group ranks #83 out of 1624 companies in the Asset Management industry, placing it in the top 5.1%.
Is Westwood Holdings Group's 3-1 Month Momentum % too high?
Westwood Holdings Group's current 3-1 Month Momentum % is 20.31%. Based on the distribution chart, Westwood Holdings Group ranks #83 out of 1624 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 3-1 Month Momentum % compare to GF and TPVG?
According to the Asset Management industry distribution chart, Westwood Holdings Group ranks #83 out of 1624 companies for 3-1 Month Momentum %. 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 3-1 Month Momentum % for an Asset Management company?
A good 3-1 Month Momentum % depends on the Asset Management industry context. However, 3-1 Month Momentum % 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 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Westwood Holdings Group and its competitors. Westwood Holdings Group's current 3-1 Month Momentum % is 20.31%. 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 3-1 Month Momentum % is 20.31%. 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 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Westwood Holdings Group (WHG), the current 3-1 Month Momentum % is 20.31% 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:
3-1 Month Momentum %: 20.31%
GF Value™: $15.84 vs. price of $19.19 (21.1% above fair value)
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 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
Get the complete analysis for WHG
3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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