XML 35 R24.htm IDEA: XBRL DOCUMENT
v3.24.1.u1

REVENUE Table (Tables) | 3 Months Ended
--- | ---
Mar. 31, 2024
Disaggregation of Revenue [Abstract] |
Disaggregation of Revenue [Table Text Block] | The following table presents our revenue disaggregated by account type (in thousands).
| Three Months Ended March 31, |  |
| 2024 |  | 2023 |  |  |  |
Advisory Fees: |  |  |  |  |  |  |
Institutional | $ | 9,471 |  |  | $ | 9,603 |  |  |  |  |
Mutual Funds | 6,911 |  |  | 7,186 |  |  |  |  |
Wealth Management | 435 |  |  | 244 |  |  |  |  |
Performance-based | — |  |  | 555 |  |  |  |  |
Trust Fees | 5,113 |  |  | 5,031 |  |  |  |  |
Other, net | 802 |  |  | 108 |  |  |  |  |
Total revenues | $ | 22,732 |  |  | $ | 22,727 |  |  |  |  |
Revenue Disaggregation by Geographic Location [Table Text Block] | The following table presents our revenue disaggregated by our clients' geographical locations (in thousands):
Three Months Ended March 31, 2024 | Advisory |  | Trust |  |  |  | Other |  | Total
Canada | $ | 257 |  |  | $ | — |  |  |  |  | $ | — |  |  | $ | 257 |
United States | 16,560 |  |  | 5,113 |  |  |  |  | 802 |  |  | 22,475 |
Total | $ | 16,817 |  |  | $ | 5,113 |  |  |  |  | $ | 802 |  |  | $ | 22,732 |
Three Months Ended March 31, 2023 | Advisory |  | Trust |  |  |  | Other |  | Total
Canada | $ | 292 |  |  | $ | — |  |  |  |  | $ | — |  |  | $ | 292 |
United States | 17,296 |  |  | 5,031 |  |  |  |  | 108 |  |  | 22,435 |
Total | $ | 17,588 |  |  | $ | 5,031 |  |  |  |  | $ | 108 |  |  | $ | 22,727 |

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

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
- 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