Westwood Holdings (WHG) Assets (2010 - 2026)
Westwood Holdings (WHG) posted quarterly Assets of $150.4 million for Q1 2026, up 11.4% year-over-year from $135.0 million in Q1 2025, and down 7.35% quarter-over-quarter from $162.3 million in Q4 2025.
Westwood Holdings (WHG) Assets (2010 - 2026) Analysis & Trends
Westwood Holdings' Assets history runs 17 years deep, the most recent figure standing at $150.4 million for Q1 2026.
- In Q1 2026, Assets rose 11.4% year-over-year to $150.4 million; the TTM figure through Mar 2026 stood at $150.4 million (up 11.4% YoY), while the FY2025 annual figure was $162.3 million, up 8.21% from the prior year.
- Assets for Q1 2026 stood at $150.4 million, down from $162.3 million in the prior quarter.
- The five-year high for Assets was $162.3 million in Q4 2025, with the low at $129.9 million in Q2 2022.
- The 5-year median for Assets is $147.4 million (2024), against an average of $145.5 million.
- The sharpest annual moves came in 2022 and 2023: Assets declined 14.67% in 2022, then advanced 15.09% in 2023.
- Westwood Holdings' Assets stood at $146.4 million in 2022, then increased by 5.97% to $155.2 million in 2023, then fell by 3.34% to $150.0 million in 2024, then climbed by 8.21% to $162.3 million in 2025, then declined by 7.35% to $150.4 million in 2026.
- Business Quant data shows WHG's Assets at $150.4 million in Q1 2026, $162.3 million in Q4 2025, and $154.0 million in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 175.88 Bn |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 49.89 Bn |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | - |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | 525.52 Bn |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 20.08 Bn |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 494.05 Bn |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 418.38 Bn |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 197.87 Bn |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 179.30 Bn |
| 10 | Westwood Holdings | 169.86 Mn | 127.64 Mn | - | 155.38 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 155.38 Mn |
| Mar 31, 2026 | 150.38 Mn |
| Dec 31, 2025 | 162.30 Mn |
| Sep 30, 2025 | 154.05 Mn |
| Jun 30, 2025 | 146.28 Mn |
| Mar 31, 2025 | 134.99 Mn |
| Dec 31, 2024 | 149.99 Mn |
| Sep 30, 2024 | 151.50 Mn |
| Jun 30, 2024 | 147.37 Mn |
| Mar 31, 2024 | 149.04 Mn |
| Dec 31, 2023 | 155.17 Mn |
| Sep 30, 2023 | 150.75 Mn |
| Jun 30, 2023 | 142.11 Mn |
| Mar 31, 2023 | 141.80 Mn |
| Dec 31, 2022 | 146.43 Mn |
| Sep 30, 2022 | 130.99 Mn |
| Jun 30, 2022 | 129.93 Mn |
| Mar 31, 2022 | 131.02 Mn |
| Dec 31, 2021 | 139.61 Mn |
| Sep 30, 2021 | 135.26 Mn |