Growth Metrics

Westwood Holdings (WHG) Accumulated Expenses (2010 - 2026)

Westwood Holdings' 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 has reported Accumulated Expenses for 17 years, with the latest figure at $4.7 million in Q1 2026.

  • For the quarter ending Q1 2026, Accumulated Expenses rose 92.59% year-over-year to $4.7 million; the trailing twelve-month figure through Mar 2026 stood at $4.7 million (up 92.59% YoY), and the FY2025 full-year result 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.
  • Average Accumulated Expenses over 5 years is $6.4 million, with a median of $5.7 million recorded in 2025.
  • Year-over-year, Accumulated Expenses slipped 18.07% in 2025 and surged 92.59% in 2026.
  • Tracing WHG's Accumulated Expenses over 5 years: stood at $8.7 million in 2022, then gained by 9.78% to $9.5 million in 2023, then advanced by 14.52% to $10.9 million in 2024, then rose by 24.73% to $13.6 million in 2025, then plunged 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 158.51 Bn 148.89 Bn -
2 Blackstone 92.68 Bn 91.63 Bn -
3 Kkr 84.94 Bn 132.45 Bn -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn
6 State Street 44.42 Bn 18.75 Bn -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn
8 Northern Trust 31.21 Bn 31.21 Bn -
9 Ares Management 28.85 Bn 32.22 Bn -
10 Westwood Holdings 135.80 Mn 97.91 Mn 24.31 Mn

Historic Data

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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
Mar 31, 2021 2.43 Mn
Dec 31, 2020 7.45 Mn
Sep 30, 2020 5.94 Mn
Jun 30, 2020 3.91 Mn
Mar 31, 2020 2.32 Mn
Dec 31, 2019 9.98 Mn
Sep 30, 2019 6.86 Mn
Jun 30, 2019 4.61 Mn
Mar 31, 2019 2.65 Mn
Dec 31, 2018 15.10 Mn
Sep 30, 2018 12.73 Mn
Jun 30, 2018 9.00 Mn
Mar 31, 2018 5.16 Mn
Dec 31, 2017 19.08 Mn
Sep 30, 2017 14.13 Mn
Jun 30, 2017 9.77 Mn
Mar 31, 2017 5.26 Mn
Dec 31, 2016 17.20 Mn
Sep 30, 2016 13.36 Mn
Jun 30, 2016 8.75 Mn
Mar 31, 2016 4.43 Mn
Dec 31, 2015 20.26 Mn
Sep 30, 2015 15.45 Mn
Jun 30, 2015 11.09 Mn
Mar 31, 2015 5.28 Mn
Dec 31, 2014 18.50 Mn
Sep 30, 2014 13.55 Mn
Jun 30, 2014 8.93 Mn
Mar 31, 2014 3.67 Mn
Dec 31, 2013 17.81 Mn
Sep 30, 2013 13.64 Mn
Jun 30, 2013 8.36 Mn
Dec 31, 2012 14.54 Mn
Mar 31, 2012 3.54 Mn
Dec 31, 2011 12.68 Mn
Sep 30, 2011 10.07 Mn
Jun 30, 2011 7.34 Mn
Dec 31, 2010 9.37 Mn