Westwood Holdings (WHG) Assets (2010 - 2026)

Westwood Holdings (WHG) recorded quarterly Assets of $150.4 million in Q1 2026, down 7.35% quarter-over-quarter from $162.3 million in Q4 2025, and up 11.4% on a YoY basis from $135.0 million in Q1 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 was $150.4 million for Q1 2026 at Westwood Holdings, down from $162.3 million in the prior quarter.
  • In the past five years, Assets ranged from a high of $162.3 million in Q4 2025 to a low of $129.9 million in Q2 2022.
  • Historically, Assets has averaged $145.5 million across 5 years, with a median of $147.4 million in 2024.
  • The sharpest annual moves came in 2022 and 2023: Assets fell 14.67% in 2022, then climbed 15.09% in 2023.
  • A 5-year view of Assets shows it stood at $146.4 million in 2022, then rose by 5.97% to $155.2 million in 2023, then retreated by 3.34% to $150.0 million in 2024, then grew by 8.21% to $162.3 million in 2025, then fell by 7.35% to $150.4 million in 2026.
  • The last three Assets figures came in at $150.4 million (Q1 2026), $162.3 million (Q4 2025), and $154.0 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 170.24 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 48.33 Bn
3 Kkr 86.45 Bn 133.96 Bn - 412.08 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 467.53 Bn
5 State Street 46.95 Bn 21.27 Bn - 392.17 Bn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 184.45 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 174.57 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 91.94 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 28.39 Bn
10 Westwood Holdings 156.37 Mn 118.48 Mn 24.31 Mn 150.38 Mn

Historic Data

Download Data
DateValue
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
Jun 30, 2021 152.26 Mn