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
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