Westwood Holdings (WHG) Accumulated Expenses (2010 - 2026)
Westwood Holdings' (WHG) quarterly Accumulated Expenses came in at $4.7 million in Q1 2026, up 92.59% year-on-year from $2.4 million in Q1 2025, and down 65.85% quarter-over-quarter from $13.6 million in Q4 2025.
Westwood Holdings (WHG) Accumulated Expenses (2010 - 2026) Analysis & Trends
Westwood Holdings' Accumulated Expenses history runs 17 years deep, the most recent figure standing at $4.7 million for Q1 2026.
- On a quarterly basis, Accumulated Expenses rose 92.59% year-over-year to $4.7 million in Q1 2026; TTM through Mar 2026 was $4.7 million, a 92.59% increase from a year earlier, with the FY2025 full-year figure at $13.6 million, up 24.73% from the prior year.
- Accumulated Expenses declined to $4.7 million in Q1 2026 per WHG's latest filing, from $13.6 million in the prior quarter.
- Across five years, Accumulated Expenses topped out at $13.6 million in Q4 2025 and bottomed at $2.3 million in Q1 2022.
- The 5-year median for Accumulated Expenses is $5.7 million (2025), against an average of $6.4 million.
- Across the five-year window, Accumulated Expenses slipped 18.07% in 2025 and surged 92.59% in 2026, its largest moves.
- Year by year, Accumulated Expenses stood at $8.7 million in 2022, then rose by 9.78% to $9.5 million in 2023, then gained by 14.52% to $10.9 million in 2024, then increased by 24.73% to $13.6 million in 2025, then tumbled by 65.85% to $4.7 million in 2026.
- Per Business Quant, the three latest WHG Accumulated Expenses figures stand at $4.7 million (Q1 2026), $13.6 million (Q4 2025), and $8.8 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - |
| 10 | Westwood Holdings | 163.51 Mn | 124.51 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 4.65 Mn |
| Dec 31, 2025 | 13.63 Mn |
| Sep 30, 2025 | 8.81 Mn |
| Jun 30, 2025 | 5.72 Mn |
| Mar 31, 2025 | 2.42 Mn |
| Dec 31, 2024 | 10.92 Mn |
| Sep 30, 2024 | 8.28 Mn |
| Jun 30, 2024 | 5.32 Mn |
| Mar 31, 2024 | 2.95 Mn |
| Dec 31, 2023 | 9.54 Mn |
| Sep 30, 2023 | 7.26 Mn |
| Jun 30, 2023 | 5.34 Mn |
| Mar 31, 2023 | 3.07 Mn |
| Dec 31, 2022 | 8.69 Mn |
| Sep 30, 2022 | 5.90 Mn |
| Jun 30, 2022 | 3.93 Mn |
| Mar 31, 2022 | 2.31 Mn |
| Dec 31, 2021 | 9.53 Mn |
| Sep 30, 2021 | 6.99 Mn |
| Jun 30, 2021 | 4.51 Mn |