Westwood Holdings (WHG) Assets Average (2011 - 2026)
Westwood Holdings' 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 has reported Assets Average for 16 years, with the latest figure at $156.3 million in Q1 2026.
- For the quarter ending Q1 2026, Assets Average rose 9.72% year-over-year to $156.3 million; the trailing twelve-month figure through Mar 2026 stood at $156.3 million (up 9.72% YoY), and the FY2025 full-year result was $156.1 million, up 2.34% from the prior year.
- Assets Average for Q1 2026 stood at $156.3 million, down from $158.2 million in the prior quarter.
- The five-year high for Assets Average was $158.2 million in Q4 2025, with the low at $130.5 million in Q3 2022.
- Average Assets Average over 5 years is $145.2 million, with a median of $146.4 million recorded in 2023.
- Year-over-year, Assets Average declined 13.58% in 2022 and rose 12.24% in 2023.
- Tracing WHG's Assets Average over 5 years: stood at $138.7 million in 2022, then gained by 10.27% to $153.0 million in 2023, then slipped by 1.45% to $150.7 million in 2024, then rose by 4.93% to $158.2 million in 2025, then slipped 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 | 158.51 Bn | 148.89 Bn | - | 170.12 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 48.02 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 411.11 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 17.49 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 464.24 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 379.11 Bn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 187.68 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 175.85 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 28.51 Bn |
| 10 | Westwood Holdings | 135.80 Mn | 97.91 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 |
| Mar 31, 2021 | 149.41 Mn |
| Dec 31, 2020 | 146.77 Mn |
| Sep 30, 2020 | 145.90 Mn |
| Jun 30, 2020 | 152.61 Mn |
| Mar 31, 2020 | 168.25 Mn |
| Dec 31, 2019 | 178.01 Mn |
| Sep 30, 2019 | 178.40 Mn |
| Jun 30, 2019 | 180.32 Mn |
| Mar 31, 2019 | 190.17 Mn |
| Dec 31, 2018 | 195.91 Mn |
| Sep 30, 2018 | 188.45 Mn |
| Jun 30, 2018 | 179.69 Mn |
| Mar 31, 2018 | 183.89 Mn |
| Dec 31, 2017 | 192.01 Mn |
| Sep 30, 2017 | 183.65 Mn |
| Jun 30, 2017 | 175.93 Mn |
| Mar 31, 2017 | 177.81 Mn |
| Dec 31, 2016 | 174.69 Mn |
| Sep 30, 2016 | 169.70 Mn |
| Jun 30, 2016 | 167.08 Mn |
| Mar 31, 2016 | 172.89 Mn |
| Dec 31, 2015 | 173.78 Mn |
| Sep 30, 2015 | 161.16 Mn |
| Jun 30, 2015 | 141.48 Mn |
| Mar 31, 2015 | 133.37 Mn |
| Dec 31, 2014 | 136.24 Mn |
| Sep 30, 2014 | 123.90 Mn |
| Jun 30, 2014 | 108.30 Mn |
| Mar 31, 2014 | 108.73 Mn |
| Dec 31, 2013 | 110.48 Mn |
| Sep 30, 2013 | 100.05 Mn |
| Jun 30, 2013 | 88.23 Mn |
| Mar 31, 2013 | 88.95 Mn |
| Dec 31, 2012 | 94.28 Mn |
| Sep 30, 2012 | 89.02 Mn |
| Jun 30, 2012 | 83.69 Mn |
| Mar 31, 2012 | 85.94 Mn |
| Dec 31, 2011 | 87.40 Mn |
| Sep 30, 2011 | 82.46 Mn |