Westwood Holdings (WHG) Accumulated Expenses (2010 - 2026)
Westwood Holdings (WHG) posted quarterly Accumulated Expenses of $4.7 million for Q1 2026, up 92.59% year-over-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.
- 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 for Q1 2026 stood at $4.7 million, down from $13.6 million in the prior quarter.
- The five-year high for Accumulated Expenses was $13.6 million in Q4 2025, with the low 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.
- The sharpest annual moves came in 2025 and 2026: Accumulated Expenses fell 18.07% in 2025, then surged 92.59% in 2026.
- Westwood Holdings' Accumulated Expenses stood at $8.7 million in 2022, then increased by 9.78% to $9.5 million in 2023, then rose by 14.52% to $10.9 million in 2024, then grew by 24.73% to $13.6 million in 2025, then plunged by 65.85% to $4.7 million in 2026.
- Business Quant data shows WHG's Accumulated Expenses at $4.7 million in Q1 2026, $13.6 million in Q4 2025, and $8.8 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - |
| 10 | Westwood Holdings | 169.39 Mn | 127.16 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 8.19 Mn |
| 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 |