Westwood Holdings (WHG) Assets (2010 - 2026)
Westwood Holdings' quarterly Assets came in at $150.4 million in Q1 2026, up 11.4% year-on-year from $135.0 million in Q1 2025, and down 7.35% quarter-over-quarter from $162.3 million in Q4 2025.
Westwood Holdings has reported Assets for 17 years, with the latest figure at $150.4 million in Q1 2026.
- For the quarter ending Q1 2026, Assets rose 11.4% year-over-year to $150.4 million; the trailing twelve-month figure through Mar 2026 stood at $150.4 million (up 11.4% YoY), and the FY2025 full-year result 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.
- Average Assets over 5 years is $145.5 million, with a median of $147.4 million recorded in 2024.
- Year-over-year, Assets decreased 14.67% in 2022 and increased 15.09% in 2023.
- Tracing WHG's Assets over 5 years: stood at $146.4 million in 2022, then gained by 5.97% to $155.2 million in 2023, then decreased by 3.34% to $150.0 million in 2024, then increased by 8.21% to $162.3 million in 2025, then retreated 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 | 158.51 Bn | 148.89 Bn | - | 170.24 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 48.33 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 412.08 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 17.94 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 467.53 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 392.17 Bn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 184.45 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 174.57 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 28.39 Bn |
| 10 | Westwood Holdings | 135.80 Mn | 97.91 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 |
| Mar 31, 2021 | 149.66 Mn |
| Dec 31, 2020 | 149.15 Mn |
| Sep 30, 2020 | 144.38 Mn |
| Jun 30, 2020 | 147.42 Mn |
| Mar 31, 2020 | 157.80 Mn |
| Dec 31, 2019 | 178.71 Mn |
| Sep 30, 2019 | 177.31 Mn |
| Jun 30, 2019 | 179.49 Mn |
| Mar 31, 2019 | 181.15 Mn |
| Dec 31, 2018 | 199.18 Mn |
| Sep 30, 2018 | 192.63 Mn |
| Jun 30, 2018 | 184.27 Mn |
| Mar 31, 2018 | 175.12 Mn |
| Dec 31, 2017 | 192.66 Mn |
| Sep 30, 2017 | 191.36 Mn |
| Jun 30, 2017 | 175.93 Mn |
| Mar 31, 2017 | 175.93 Mn |
| Dec 31, 2016 | 179.68 Mn |
| Sep 30, 2016 | 169.70 Mn |
| Jun 30, 2016 | 169.70 Mn |
| Mar 31, 2016 | 164.45 Mn |
| Dec 31, 2015 | 181.34 Mn |
| Sep 30, 2015 | 166.22 Mn |
| Jun 30, 2015 | 156.11 Mn |
| Mar 31, 2015 | 126.86 Mn |
| Dec 31, 2014 | 139.87 Mn |
| Sep 30, 2014 | 132.62 Mn |
| Jun 30, 2014 | 115.19 Mn |
| Mar 31, 2014 | 101.42 Mn |
| Dec 31, 2013 | 116.05 Mn |
| Sep 30, 2013 | 104.90 Mn |
| Jun 30, 2013 | 95.20 Mn |
| Mar 31, 2013 | 81.27 Mn |
| Dec 31, 2012 | 96.62 Mn |
| Sep 30, 2012 | 91.94 Mn |
| Jun 30, 2012 | 86.10 Mn |
| Mar 31, 2012 | 81.27 Mn |
| Dec 31, 2011 | 90.60 Mn |
| Sep 30, 2011 | 84.20 Mn |
| Jun 30, 2011 | 80.72 Mn |
| Dec 31, 2010 | 72.63 Mn |