XML 44 R29.htm IDEA: XBRL DOCUMENT
v3.24.0.1

Revenue (Tables) | 12 Months Ended
--- | ---
Dec. 31, 2023
Revenue from Contract with Customer [Abstract] |
Disaggregation of Revenue [Table Text Block] | Sales taxes are excluded from revenues. The following table presents our revenue disaggregated by account type (in thousands).
|  | Year Ended December 31,
|  | 2023 |  | 2022 |  | 2021
Advisory Fees: |  |  |  |  |  |
Institutional |  | $ | 37,738 |  |  | $ | 26,653 |  |  | $ | 31,069 |
Mutual Funds |  | 29,745 |  |  | 20,245 |  |  | 17,507 |
Wealth Management |  | 1,172 |  |  | 805 |  |  | 686 |
Trust Fees |  | 20,592 |  |  | 21,686 |  |  | 24,131 |
Other |  | 534 |  |  | (708) |  |  | (339) |
Total revenues |  | $ | 89,781 |  |  | $ | 68,681 |  |  | $ | 73,054 |
Revenue Disaggregation by Geographic Location [Table Text Block] | We have clients in various locations around the world. The following table presents our revenue disaggregated by our clients' geographical locations (in thousands):
Year Ended December 31, 2023 |  | Advisory |  | Trust |  | Performance-based |  | Other |  | Total
Canada |  | $ | 1,105 |  |  | $ | — |  |  | $ | — |  |  | $ | — |  |  | $ | 1,105 |
U.S. |  | 66,286 |  |  | 20,242 |  |  | 1,614 |  |  | 534 |  |  | 88,676 |
Total |  | $ | 67,391 |  |  | $ | 20,242 |  |  | $ | 1,614 |  |  | $ | 534 |  |  | $ | 89,781 |
Year Ended December 31, 2022 |  | Advisory |  | Trust |  | Performance-based |  | Other |  | Total
Canada |  | 1,171 |  |  | — |  |  | — |  |  | — |  |  | 1,171 |
U.S. |  | 45,514 |  |  | 21,686 |  |  | 1,018 |  |  | (708) |  |  | 67,510 |
Total |  | $ | 46,685 |  |  | $ | 21,686 |  |  | $ | 1,018 |  |  | $ | (708) |  |  | $ | 68,681 |
Year Ended December 31, 2021 |  | Advisory |  | Trust |  | Performance-based |  | Other |  | Total
Canada |  | 1,163 |  |  | — |  |  | — |  |  | — |  |  | 1,163 |
Europe |  | 638 |  |  | — |  |  | 262 |  |  | — |  |  | 900 |
U.S. |  | 45,512 |  |  | 24,131 |  |  | 1,687 |  |  | (339) |  |  | 70,991 |
Total |  | $ | 47,313 |  |  | $ | 24,131 |  |  | $ | 1,949 |  |  | $ | (339) |  |  | $ | 73,054 |

X
- Definition Tabular disclosure of disaggregation of revenue into categories depicting how nature, amount, timing, and uncertainty of revenue and cash flows are affected by economic factor. + References Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 606 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 5 -Publisher FASB -URI https://asc.fasb.org//1943274/2147479806/606-10-50-5 + Details
Name: | us-gaap_DisaggregationOfRevenueTableTextBlock
Namespace Prefix: | us-gaap_
Data Type: | dtr-types:textBlockItemType
Balance Type: | na
Period Type: | duration

X
- References No definition available. + Details
Name: | us-gaap_RevenueFromContractWithCustomerAbstract
Namespace Prefix: | us-gaap_
Data Type: | xbrli:stringItemType
Balance Type: | na
Period Type: | duration

X
- Definition [Table Text Block] for Revenue Disaggregation by Geographic Location [Table] + References No definition available. + Details
Name: | whg_RevenueDisaggregationbyGeographicLocationTableTextBlock
Namespace Prefix: | whg_
Data Type: | dtr-types1:textBlockItemType
Balance Type: | na
Period Type: | duration