WHG (WHG) revenue breakdown
By segment, Advisory is the largest at 79% of fiscal 2025 revenue, growing -2% a year over 9 years.
By product, Investment Advisory Services is the largest at 76% of fiscal 2025 revenue, growing -2% a year over 9 years.
Revenue by segment
Fiscal years, as WHG reports them in its 10-K filings; fiscal 2025 total $106M.
| Segments | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Share |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Advisory | $100M | $110M | $100M | $62M | $44M | $51M | $49M | $75M | $79M | $84M | 79% |
| Trust | $30M | $32M | $29M | $26M | $24M | $24M | $22M | $21M | $22M | $22M | 21% |
| Other reporting segment | -$8M | -$8M | -$7M | -$4M | -$3M | -$3M | -$2M | -$7M | -$6M | -$8M | -8% |
Revenue by product
Fiscal years, as WHG reports them in its 10-K filings; fiscal 2025 total $98M.
| Products | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Share |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment Advisory Services | $91M | $99M | $89M | $57M | $38M | $47M | $47M | $67M | $70M | $75M | 76% |
| Trust Fee | $30M | $32M | $29M | $25M | $24M | $24M | $22M | $20M | $21M | $22M | 22% |
| performance fee | $635,000 | $1M | $3M | $764,000 | $3M | $2M | $1M | $2M | $2M | $1M | 1% |
| Other Revenue Misc Services | $581,000 | $2M | $996,000 | $799,000 | $346,000 | -$339,000 | -$708,000 | $534,000 | $2M | $346,000 | 0% |
Revenue by region
Fiscal years, as WHG reports them in its 10-K filings; fiscal 2025 total $98M.
| Regions | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Share |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UNITED STATES | $103M | $111M | $103M | $74M | $59M | $71M | $68M | $89M | $94M | $97M | 99% |
| CANADA | $8M | $9M | $7M | $3M | $2M | $1M | $1M | $1M | $1M | $791,000 | 1% |
| Europe | $5M | $4M | $5M | $4M | $4M | — | — | — | — | — | — |
| AUSTRALIA | $2M | $3M | $4M | — | — | — | — | — | — | — | — |
| Asia | $5M | $6M | $4M | $2M | — | — | — | — | — | — | — |
| Europe | — | — | — | — | — | $900,000 | — | — | — | — | — |
| Asia | — | — | — | — | $696,000 | — | — | — | — | — | — |
| AUSTRALIA | — | — | — | $591,000 | — | — | — | — | — | — | — |
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Where does WHG make its money?
In fiscal 2025, by segment: Advisory $84M, Trust $22M, Other reporting segment -$8M.
From WHG's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.