| Asset-based | 23.45M |
| Performance-based | 226K |
| Trust fees | 7.69M |
| Other revenues, net | 414K |
| Total revenues | 31.78M |
| Employee compensation and benefits | 15.64M |
| Sales and marketing | 408K |
| WHG mutual funds | 755K |
| Information technology | 1.87M |
| Professional services | 1.9M |
| General and administrative | 2.15M |
| Total expenses | |
| Income before income taxes | |
| Provision for income taxes | 3.17M |
| Net income | 5.89M |
| Basic | 0.74 |
| Diluted | 0.72 |
| Dividends declared per share | 0.57 |