Westwood Holdings (WHG) Assets (2010 - 2026)
Westwood Holdings' (WHG) 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 (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.
- On a quarterly basis, Assets rose 11.4% year-over-year to $150.4 million in Q1 2026; TTM through Mar 2026 was $150.4 million, a 11.4% increase from a year earlier, with the FY2025 full-year figure at $162.3 million, up 8.21% from the prior year.
- Assets slipped to $150.4 million in Q1 2026 per WHG's latest filing, from $162.3 million in the prior quarter.
- Across five years, Assets topped out at $162.3 million in Q4 2025 and bottomed 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.
- Across the five-year window, Assets decreased 14.67% in 2022 and increased 15.09% in 2023, its largest moves.
- Year by year, Assets 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.
- Per Business Quant, the three latest WHG Assets figures stand at $150.4 million (Q1 2026), $162.3 million (Q4 2025), and $154.0 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 170.24 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 48.33 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 467.53 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 392.17 Bn |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 184.45 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 174.57 Bn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 91.94 Bn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 14.39 Bn |
| 10 | Westwood Holdings | 163.51 Mn | 124.51 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 |