Westwood Holdings (WHG) Assets Average (2011 - 2026)
Westwood Holdings (WHG) recorded quarterly Assets Average of $156.3 million in Q1 2026, down 1.16% quarter-over-quarter from $158.2 million in Q4 2025, and up 9.72% on a YoY basis from $142.5 million in Q1 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.
- In Q1 2026, Assets Average rose 9.72% year-over-year to $156.3 million; the TTM figure through Mar 2026 stood at $156.3 million (up 9.72% YoY), while the FY2025 annual figure was $156.1 million, up 2.34% from the prior year.
- Assets Average was $156.3 million for Q1 2026 at Westwood Holdings, down from $158.2 million in the prior quarter.
- In the past five years, Assets Average ranged from a high of $158.2 million in Q4 2025 to a low of $130.5 million in Q3 2022.
- Historically, Assets Average has averaged $145.2 million across 5 years, with a median of $146.4 million in 2023.
- The sharpest annual moves came in 2022 and 2023: Assets Average slipped 13.58% in 2022, then grew 12.24% in 2023.
- A 5-year view of Assets Average shows it 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.
- The last three Assets Average figures came in at $156.3 million (Q1 2026), $158.2 million (Q4 2025), and $150.2 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 170.12 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 48.02 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 411.11 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 464.24 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 379.11 Bn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 187.68 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 175.85 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 90.35 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 28.51 Bn |
| 10 | Westwood Holdings | 156.37 Mn | 118.48 Mn | 24.31 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 |