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
DateValue
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