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CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (LOSS) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Noncontrolling Interest in Net Income (Loss) Other Noncontrolling Interests, Nonredeemable $ 30 $ 54 $ 41 $ (46)
Comprehensive Income (Loss), Net of Tax, Attributable to Parent 3,699 105 5,196 158
Net Income (Loss), Including Portion Attributable to Noncontrolling Interest 3,729 159 5,237 112
REVENUES:        
Other Revenue, Net (14) 498 174 1,622
Total revenues 24,289 23,719 70,661 69,139
EXPENSES:        
Employee compensation and benefits 13,286 13,572 41,259 41,921
Sales and marketing 633 644 2,050 2,027
Westwood funds 1,101 798 2,955 2,374
Information technology 2,893 2,572 8,264 7,212
Professional services 1,593 1,812 4,692 4,751
General and administrative 2,774 2,991 8,632 8,903
Foreign Currency Transaction Gain (Loss), before Tax 0 1,824 0 3,682
Total expenses 22,280 24,213 67,852 70,870
Operating Income (Loss) 2,009 (494) 2,809 (1,731)
Net change in unrealized appreciation (depreciation) on private investments 1,932 0 1,932 0
Gain on sale of operations     1,185 1,590
Other Income 292 374 826 783
Income before income taxes 4,692 467 6,752 642
Income tax provision 963 308 1,515 530
Other comprehensive income (loss):        
Total comprehensive income $ 3,699 $ 105 $ 5,196 $ 158
Earnings per share:        
Basic (dollars per share) $ 0.44 $ 0.01 $ 0.62 $ 0.02
Diluted (dollars per share) $ 0.41 $ 0.01 $ 0.59 $ 0.02
Weighted average shares outstanding:        
Basic (shares) 8,418,174 8,123,714 8,359,584 8,140,664
Diluted (shares) 8,941,347 8,488,372 8,846,168 8,448,629
Investment Income, Investment Expense     $ 459 $ 587
Asset Management [Member]        
Revenue from Contract with Customer, Including Assessed Tax $ 18,887 $ 17,774 54,573 51,730
Fiduciary and Trust [Member]        
Revenue from Contract with Customer, Including Assessed Tax $ 5,416 $ 5,447 $ 15,914 $ 15,787