Westwood Holdings Group, Inc.

WHG: Is Westwood Holdings Group, Inc. Halal?

Westwood Holdings Group, Inc.

NYSEFinancial ServicesUS

$19.66

+2.50%

Market Cap: 186.5M

Compliance Status

Halal

Screened on Aug 26, 2026 · AAOIFI Standard 21

B

Acceptable

68Score

Is Westwood Holdings Group, Inc. (WHG) halal? Halal. Based on AAOIFI screening, Westwood Holdings Group, Inc. passes both qualitative (business activity) and quantitative (financial ratio) screens with a compliance score of 68/100 (Grade: B).

Business activity

What the company sells is permissible.

Passed

Company debt

Well clear of the limit

How much the company borrows, compared to its total value. AAOIFI allows up to 30%.

5.5% of 30.0% limit

What this means for you

You can own WHG

It passes both the business activity and financial ratio screens under AAOIFI Standard 21.

Purification amount is Pro

We have screened WHG's prohibited income, but the exact share you would need to purify is part of Pro.

About Westwood Holdings Group, Inc.

Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and actively manages client investment portfolios. The company's business activities are divided into two primary divisions: Advisory and Trust. The Advisory segment specializes in providing investment guidance and portfolio management services directly to a diverse client base, which includes corporate and public pension plans, endowments, foundations, private individuals, and the company's own Westwood Funds. Additionally, this segment offers specialized investment sub-advisory expertise to external mutual funds, various pooled investment vehicles, and its internal Trust segment. The Trust segment is responsible for delivering comprehensive trust and custodial services. It also manages and participates in common trust funds that it sponsors, primarily catering to institutional clients and affluent individuals. Westwood Holdings Group, Inc. was founded in 1983 and is headquartered in Dallas, Texas.

Sector: Financial Services · Industry: Asset Management

Shariah Compliance Status

AAOIFI Standard 21Updated Aug 26, 2026

Compliance History

Halal, unchanged since Aug 2026.

No status changes recorded since we began tracking.

Tracked since Aug 2026. Updates automatically on each re-screen.

Fiscal: Q2 2026Data source: EDGAR
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Frequently Asked Questions

Is Westwood Holdings Group, Inc. (WHG) halal to invest in?
Based on AAOIFI Standard 21 screening, Westwood Holdings Group, Inc. (WHG) is rated Halal with a compliance grade of B (Acceptable). It passes both the business activity screen (no primary involvement in prohibited sectors) and the quantitative financial ratio screen (debt, interest deposits, and prohibited income all below AAOIFI thresholds).
Why did Westwood Holdings Group, Inc. get a B compliance rating?
Westwood Holdings Group, Inc. (WHG) received a grade of B (Acceptable) based on three AAOIFI Standard 21 financial ratios: debt-to-market-cap of 5.5% (limit 30%). The grade reflects the margin of safety across all three ratios relative to their thresholds.
What could change Westwood Holdings Group, Inc.'s Shariah verdict?
Westwood Holdings Group, Inc.'s verdict is re-evaluated at each annual re-screen. Three events could change it: (1) the debt-to-market-cap ratio crossing 30%, typically from new debt issuance or a major drop in share price; (2) interest-bearing deposits exceeding 30% of market cap; or (3) prohibited revenue (alcohol, gambling, conventional finance, etc.) exceeding 5% of total revenue. Verdict flips are tracked in the compliance history section above.
How often is Westwood Holdings Group, Inc. re-screened for Shariah compliance?
Westwood Holdings Group, Inc. (WHG) is re-screened annually using the most recent full-year financial data from SEC filings. HalalScreener also triggers an on-demand re-screen whenever the stored data is more than 7 days old, ensuring the ratios reflect the latest available financial statements. Last screened: Aug 26, 2026.

Screened according to AAOIFI Standard No. 21 · For informational purposes only. Consult a qualified Islamic finance advisor before investing.

Disclaimer: This screening is for informational purposes only and does not constitute financial, legal, or religious advice. Compliance is evaluated using AAOIFI financial standards (debt, deposits, and prohibited income ratios) and publicly available data. Ethical, political, social, or environmental considerations are outside the scope of this screening. Individual scholars and methodologies may differ. Always consult a qualified Islamic finance advisor before making investment decisions.