Stock Ratings / Financials / WHG / options

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Westwood Holdings Group Inc (WHG) Options Positioning, Max Pain & Unusual Sweeps

$18.84 -0.53% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $18.79

Westwood Holdings Group Inc (WHG) carries a Roarable Rating of C (Hold) with 62/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

📊 Historical Track Record: Scores of 62/100 (C) historically posted market-perform odds over rolling 90-day windows (+0.7% avg 90D alpha vs SPY) →

ROARABLE C • HOLD / WATCH Cap $180.7M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on WHG Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is WHG stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, Westwood Holdings Group Inc (NYSE: WHG) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 62/100 at a spot price of $18.84 (-0.53% 1D, market cap $180.7M). Pillar breakdown: Fundamental Cash Engine 9/20, Institutional 13F & Options Flow 10/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 15/20. Across 1096 tracked Financials issuers, WHG ranks #390 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does WHG compare to PAAC and ETX in the Financials sector?

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Within the Financials sector (Investment Managers), WHG carries a Roarable C (62/100 RQD), trailing P/E of 25.5x, gross margin of —, and ROIC of 4.0%. By comparison, PAAC (Proem Acquisition Corp I) holds a D grade (48/100 RQD, P/E N/A, ROIC —, cap $177.3M) and ETX (Eaton Vance Municipal Income 2028 Term Trust of) posts a D grade (47/100 RQD, P/E N/A, ROIC —, cap $190.2M). Among the 5-stock peer group, SAR leads on earnings multiple (5.9x) while RILY leads on capital efficiency (85.0% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for WHG?

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Per WHG's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001165002), Westwood Holdings Group Inc generated $97.8M in revenue (+3.2% YoY), $7.1M in net income, and $18.8M in free cash flow against $162.3M in total assets and $0 in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $18.79 (-0.29%)🧬 Cannibal Buyback (-2.08% YoY Shares)⚙️ Cash Engine: 9/20 (D) • 19.3% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 62/100 (C) historically posted market-perform odds over rolling 90-day windows (+0.7% avg 90D alpha vs SPY • 54.3% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERHOLD / WATCH • C

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk B-

Each axis scored 0–20

12M PRICE TARGET CONE+1.8% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for WHG)Realized 20D OHLCV Swing Band: ±4.7%

Deterministic 5-Pillar Attribution (62/100 Composite)

🔍 WHY WHG SCORES 62/100 (C) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Macro Regime Fit+15/20 pts (24% of score)

FRED Regime × Technicals: 66% of 52W Range • RSI-14 at 50.4 (NEUTRAL RANGE)

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+15/20 pts (24% of score)

SEC Form 4 / 13F Thermometer: 75% Net Buy • Cannibal Buyback (-2.08% YoY Shares)

▼ #1 Drag / Risk Factor: Cash Engine Quality9/20 pts (-11 pt drag)

Capital intensity & 5.1% operating margin leave 11 pts on the table

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C-$18.73+0.1% Next Q

Q2 (-2Q)

Grade C$18.74+0.4% Next Q

Q3 (-1Q)

Grade C$18.81+0.2% Next Q

Current

Grade C$18.84+0.7% Hist 90D α

Trajectory: C- (54) → C (62)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the WHG Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 62/100 (C) score, WHG faces multiple-compression risk if 25.5x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($18.99) or 200D SMA ($17.87) invalidates the momentum regime and cuts Target Base ($19.18) toward Bear Floor ($14.96).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $WHG• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “WHG Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 62%NO 38%Trade / Inspect Odds →

CALL VS. PUT WHALE SHARE

— (No Active Options Snapshot)

Put/Call Ratio: — (No Active Options Snapshot)

MAX-PAIN EXPIRATION MAGNET

— (No Active Options Snapshot)

No active options chain max-pain snapshot on file

HISTORICAL 20D VOLATILITY SWING

±4.7%

Derived from 20D OHLCV bars (No Active Options Snapshot)

Active Strike Call vs. Put Concentration Ladder (WHG)

— (No Active Options Snapshot) — No unusual CBOE strike concentration anomalies recorded in the current database snapshot for WHG.

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ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Options & Swing Structure Desk

Whale Flow & Momentum Playbook: Evaluating WHG & AI Leaders Without Chasing Tops

✓Institutional whale strikes & implied earnings move audit on WHG
✓How disciplined traders manage risk using pre-published trigger & invalidation levels
✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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WHG // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +21.00%🛡️ HOLDING TREND SUPPORT

2026-11-02O $18.85H $18.94L $18.84C $18.84VOL 4.5K

RES: $19.59SUP: $18.60SMA50: $18.99SMA200: $17.87

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

WHG Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 WHG Butterfly Map → + Track WHG →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

19.2%/yr Implied 5Y Growth

vs. +3.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on WHG today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for WHG. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for WHG today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (WHG)

Financials Rank #390 of 1096 ⚔️ PAAC vs WHG Full Matrix →

1. Head-to-Head Financials Peer Comparison (WHG vs. PAAC, ETX, SAR, RILY)

Industry: Investment Managers (79 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, Westwood Holdings Group Inc (WHG) ranks #390 by composite RQD confidence (62/100, grade C) and #905 by equity capitalization ($180.7M). Within this direct 5-issuer industry benchmark cohort, SAR leads on earnings valuation at 5.9x trailing P/E, while RILY leads on capital efficiency and profitability with 85.0% ROIC and — gross margin. WHG currently leads its immediate peer cohort in composite quantitative strength at 62/100 (C).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
WHG ACTIVE Westwood Holdings Group Inc	C	62/100	25.5x	—	4.0%	-0.53%	$180.7M	Benchmark Subject
PAAC Proem Acquisition Corp I	D	48/100	—	—	—	+0.05%	$177.3M	/paac-vs-whg →
ETX Eaton Vance Municipal Income 2028 Term Trust of	D	47/100	—	—	—	+0.11%	$190.2M	/etx-vs-whg →
SAR Saratoga Investment Corp	D-	35/100	5.9x	—	8.9%	-2.30%	$216.9M	/sar-vs-whg →
RILY BRC Group Holdings Inc.	D-	38/100	—	—	85.0%	-8.14%	$145.2M	/rily-vs-whg →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001165002

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Westwood Holdings Group Inc (WHG) reported GAAP revenue of $97.8M (+3.2% vs. FY2024 revenue of $94.7M , and +8.9% cumulative change since FY2023) , GAAP net income of $7.1M, operating cash flow of $18.9M, and free cash flow of $18.8M (-10.4% YoY). On the balance sheet, WHG closed FY2025 with $162.3M in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 5/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$97.8M	$7.1M	$18.9M	$18.8M	$162.3M	—
FY2024 (FY)	2024-12-31	$94.7M	$2.2M	$21.1M	$21.0M	$150.0M	—
FY2023 (FY)	2023-12-31	$89.8M	$10.6M	-$1.2M	-$1.2M	—	—

3. WHG Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is WHG stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does WHG compare to PAAC and ETX in the Financials sector?

What are the biggest fundamental strengths and SEC risk factors for WHG?

Where is WHG trading relative to its 50-day, 200-day, and 52-week technical levels?

WHG last traded at $18.84 (-0.53% on volume of 5,502 shares), positioning the stock -0.79% below its 50-day simple moving average ($18.99) and +5.43% above its 200-day simple moving average ($17.87). Across its 52-week range of $14.70 to $20.97, WHG sits at the 66.0% percentile with a 14-day RSI of 50.4 (NEUTRAL RANGE) and an implied next-earnings move of ±4.7% ($17.95 to $19.73).