XML 54 R43.htm IDEA: XBRL DOCUMENT v3.25.3
SEGMENT REPORTING (Details) - USD ($)
$ in Thousands
 3 Months Ended 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Dec. 31, 2024
Segment Reporting Information [Line Items]          
Net fee revenues from external sources $ 24,303 $ 23,221 $ 70,487 $ 67,517  
Net intersegment revenues 0 0 0 0  
Other, net (14) 498 174 1,622  
Total revenues 24,289 23,719 70,661 69,139  
Segment Assets (154,046) (151,501) (154,046) (151,501) $ (149,989)
Goodwill 39,501 39,501 39,501 39,501 39,501
Equity Method Investments 4,263 4,211 4,263 4,211 4,250
Payments to Acquire Property, Plant, and Equipment     82 34  
Interest Income, Interest-Earning Asset 276 440 858 1,187  
Net Income (Loss) Attributable to Parent 3,729 159 5,197 158  
Assets Under Management 17,349,000   17,349,000   16,607,000
Estimated Fair Value 19,729   19,729   27,694
Westwood Funds®          
Segment Reporting Information [Line Items]          
Assets Under Management 3,994,000   3,994,000   3,915,000
Estimated Fair Value      
Amount at Risk      
Common Trust Funds          
Segment Reporting Information [Line Items]          
Assets Under Management 698,000   698,000   739,000
Estimated Fair Value      
Amount at Risk      
Westwood Hospitality Fund I LLC [Member]          
Segment Reporting Information [Line Items]          
Assets Under Management 205,000   205,000   92,000
Estimated Fair Value 200   200   300
Amount at Risk 200   200   300
Private equity          
Segment Reporting Information [Line Items]          
Assets Under Management 0   0   0
Estimated Fair Value 8,300   8,300   7,300
Amount at Risk 8,300   8,300   7,300
Wealth Management          
Segment Reporting Information [Line Items]          
Assets Under Management 3,611,000   3,611,000   3,327,000
Institutional          
Segment Reporting Information [Line Items]          
Assets Under Management 8,841,000   8,841,000   $ 8,534,000
Operating Segments | Advisory          
Segment Reporting Information [Line Items]          
Net fee revenues from external sources 18,887 17,774 54,573 51,730  
Net intersegment revenues 1,567 1,381 4,612 4,403  
Other, net (14) 496 174 1,620  
Total revenues 20,440 19,651 59,359 57,753  
Segment Assets (324,684) (301,975) (324,684) (301,975)  
Goodwill 23,100 23,100 23,100 23,100  
Equity Method Investments 4,263 4,211 4,263 4,211  
Payments to Acquire Property, Plant, and Equipment     5 8  
Interest Income, Interest-Earning Asset 148 301 462 818  
Net Income (Loss) Attributable to Parent 6,230 4,822 13,786 11,550  
Operating Segments | Trust          
Segment Reporting Information [Line Items]          
Net fee revenues from external sources 5,416 5,447 15,914 15,787  
Net intersegment revenues 37 36 115 149  
Other, net 0 2 0 2  
Total revenues 5,453 5,485 16,029 15,938  
Segment Assets (46,177) (46,809) (46,177) (46,809)  
Goodwill 16,401 16,401 16,401 16,401  
Equity Method Investments 0 0 0 0  
Payments to Acquire Property, Plant, and Equipment     16 0  
Interest Income, Interest-Earning Asset 128 139 396 369  
Net Income (Loss) Attributable to Parent 893 553 2,171 1,753  
Westwood Holdings          
Segment Reporting Information [Line Items]          
Net fee revenues from external sources 0 0 0 0  
Net intersegment revenues 0 0 0 0  
Other, net 0 0 0 0  
Total revenues 0 0 0 0  
Segment Assets (23,009) (14,462) (23,009) (14,462)  
Goodwill 0 0 0 0  
Equity Method Investments 0 0 0 0  
Payments to Acquire Property, Plant, and Equipment     61 26  
Interest Income, Interest-Earning Asset 0 0 0 0  
Net Income (Loss) Attributable to Parent (3,394) (5,216) (10,720) (13,191)  
Eliminations          
Segment Reporting Information [Line Items]          
Net fee revenues from external sources 0 0 0 0  
Net intersegment revenues (1,604) (1,417) (4,727) (4,552)  
Other, net 0 0 0 0  
Total revenues (1,604) (1,417) (4,727) (4,552)  
Segment Assets 239,824 211,745 239,824 211,745  
Goodwill 0 0 0 0  
Equity Method Investments 0 0 0 0  
Payments to Acquire Property, Plant, and Equipment     0 0  
Interest Income, Interest-Earning Asset 0 0 0 0  
Net Income (Loss) Attributable to Parent $ 0 $ 0 $ 0 $ 0