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| Date | Value |
|---|---|
| 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 |