Westwood Holdings (WHG) Assets Average (2011 - 2026)
Westwood Holdings' (WHG) quarterly Assets Average came in at $156.3 million in Q1 2026, up 9.72% year-on-year from $142.5 million in Q1 2025, and down 1.16% quarter-over-quarter from $158.2 million in Q4 2025.
Westwood Holdings (WHG) Assets Average (2011 - 2026) Analysis & Trends
Westwood Holdings' Assets Average history runs 16 years deep, the most recent figure standing at $156.3 million for Q1 2026.
- On a quarterly basis, Assets Average rose 9.72% year-over-year to $156.3 million in Q1 2026; TTM through Mar 2026 was $156.3 million, a 9.72% increase from a year earlier, with the FY2025 full-year figure at $156.1 million, up 2.34% from the prior year.
- Assets Average eased to $156.3 million in Q1 2026 per WHG's latest filing, from $158.2 million in the prior quarter.
- Across five years, Assets Average topped out at $158.2 million in Q4 2025 and bottomed at $130.5 million in Q3 2022.
- The 5-year median for Assets Average is $146.4 million (2023), against an average of $145.2 million.
- Across the five-year window, Assets Average declined 13.58% in 2022 and rose 12.24% in 2023, its largest moves.
- Year by year, Assets Average stood at $138.7 million in 2022, then rose by 10.27% to $153.0 million in 2023, then decreased by 1.45% to $150.7 million in 2024, then increased by 4.93% to $158.2 million in 2025, then decreased by 1.16% to $156.3 million in 2026.
- Per Business Quant, the three latest WHG Assets Average figures stand at $156.3 million (Q1 2026), $158.2 million (Q4 2025), and $150.2 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 170.12 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 48.02 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 464.24 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 379.11 Bn |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 187.68 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 175.85 Bn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 90.35 Bn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 14.37 Bn |
| 10 | Westwood Holdings | 163.51 Mn | 124.51 Mn | - | 156.34 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 156.34 Mn |
| Dec 31, 2025 | 158.17 Mn |
| Sep 30, 2025 | 150.16 Mn |
| Jun 30, 2025 | 140.63 Mn |
| Mar 31, 2025 | 142.49 Mn |
| Dec 31, 2024 | 150.75 Mn |
| Sep 30, 2024 | 149.44 Mn |
| Jun 30, 2024 | 148.21 Mn |
| Mar 31, 2024 | 152.10 Mn |
| Dec 31, 2023 | 152.96 Mn |
| Sep 30, 2023 | 146.43 Mn |
| Jun 30, 2023 | 141.95 Mn |
| Mar 31, 2023 | 144.11 Mn |
| Dec 31, 2022 | 138.71 Mn |
| Sep 30, 2022 | 130.46 Mn |
| Jun 30, 2022 | 130.47 Mn |
| Mar 31, 2022 | 135.31 Mn |
| Dec 31, 2021 | 137.43 Mn |
| Sep 30, 2021 | 143.76 Mn |
| Jun 30, 2021 | 150.96 Mn |