Westwood Holdings (WHG) Accumulated Expenses (2010 - 2026)
Westwood Holdings (WHG) recorded quarterly Accumulated Expenses of $4.7 million in Q1 2026, down 65.85% quarter-over-quarter from $13.6 million in Q4 2025, and up 92.59% on a YoY basis from $2.4 million in Q1 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.
- In Q1 2026, Accumulated Expenses rose 92.59% year-over-year to $4.7 million; the TTM figure through Mar 2026 stood at $4.7 million (up 92.59% YoY), while the FY2025 annual figure was $13.6 million, up 24.73% from the prior year.
- Accumulated Expenses was $4.7 million for Q1 2026 at Westwood Holdings, down from $13.6 million in the prior quarter.
- In the past five years, Accumulated Expenses ranged from a high of $13.6 million in Q4 2025 to a low of $2.3 million in Q1 2022.
- Historically, Accumulated Expenses has averaged $6.4 million across 5 years, with a median of $5.7 million in 2025.
- The sharpest annual moves came in 2025 and 2026: Accumulated Expenses retreated 18.07% in 2025, then soared 92.59% in 2026.
- A 5-year view of Accumulated Expenses shows it 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 sank by 65.85% to $4.7 million in 2026.
- The last three Accumulated Expenses figures came in at $4.7 million (Q1 2026), $13.6 million (Q4 2025), and $8.8 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - |
| 10 | Westwood Holdings | 156.37 Mn | 118.48 Mn | 24.31 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 |