Westwood Holdings (WHG) Assets (2010 - 2026)
Westwood Holdings' Assets was $155.38 million in Q2 2026, up 6.2% from $146.28 million a year earlier and up 3.3% from the prior quarter.
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Analysis
Westwood Holdings (WHG) Assets (2010 - 2026) Analysis & Trends
At the end of FY2025, Assets at Westwood Holdings came in at $162.3 million, up 8.2% from FY2024.
- Assets shows a five-year compound annual growth rate of 1.7% (FY2020 to FY2025).
- In earlier years, Assets was $149.99 million in FY2024 (-3.3%), $155.17 million in FY2023 (+6.0%), $146.43 million in FY2022 (+4.9%) and $139.61 million in FY2021 (-6.4%).
- Quarterly Assets has moved between $129.93 million (Q2 2022) and $162.3 million (Q4 2025) over five years.
- Compared with a year earlier, Assets has increased for four straight quarters, with growth averaging 1.8% over the last eight quarters.
- The best year-over-year quarter for Assets over five years was Q3 2023 (growth of 15.1%); the worst was Q2 2022 (a decline of 14.7%).
- Per Business Quant data, WHG's Assets in the three quarters before Q2 2026 was $150.38 million (Q1 2026), $162.3 million (Q4 2025) and $154.05 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 166.01 Bn | 112.36 Bn | - | 175.88 Bn |
| 2 | Spdr Gold Trust | 133.03 Bn | -424.98 Bn | - | 130.10 Bn |
| 3 | Blackstone | 86.20 Bn | 81.13 Bn | - | 49.89 Bn |
| 4 | Kkr | 83.71 Bn | 50.19 Bn | - | 414.46 Bn |
| 5 | Brookfield | 81.54 Bn | -83.85 Bn | 4.47 Bn | 15.39 Bn |
| 6 | Brookfield Asset Management | 71.09 Bn | 67.34 Bn | - | 20.08 Bn |
| 7 | Apollo Global Management | 68.54 Bn | 6.22 Bn | 10.56 Bn | 494.05 Bn |
| 8 | Wheaton Precious Metals | 61.57 Bn | 57.00 Bn | 687.86 Mn | 12.16 Bn |
| 9 | Franco Nevada | 47.40 Bn | 44.76 Bn | 451.00 Mn | 8.92 Bn |
| 10 | Westwood Holdings | 170.55 Mn | 1.43 Mn | - | 155.38 Mn |
Historic Data
Download Data
Historic 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 |
API Access
Westwood Holdings Assets API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=assets&ticker=WHG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "assets", "ticker": "WHG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=assets&ticker=WHG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();