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
DateValue
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