Westwood Holdings (WHG) Assets Average (2011 - 2026)
Westwood Holdings (WHG) posted quarterly Assets Average of $156.3 million for Q1 2026, up 9.72% year-over-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.
- 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 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.
- The 5-year median for Assets Average is $146.4 million (2023), against an average of $145.2 million.
- The sharpest annual moves came in 2022 and 2023: Assets Average decreased 13.58% in 2022, then climbed 12.24% in 2023.
- Westwood Holdings' Assets Average stood at $138.7 million in 2022, then increased by 10.27% to $153.0 million in 2023, then retreated by 1.45% to $150.7 million in 2024, then grew by 4.93% to $158.2 million in 2025, then retreated by 1.16% to $156.3 million in 2026.
- Business Quant data shows WHG's Assets Average at $156.3 million in Q1 2026, $158.2 million in Q4 2025, and $150.2 million in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 173.06 Bn |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 49.11 Bn |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | - |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 19.01 Bn |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 480.79 Bn |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 405.27 Bn |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 191.16 Bn |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 176.94 Bn |
| 10 | Westwood Holdings | 169.86 Mn | 127.64 Mn | - | 152.88 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 152.88 Mn |
| 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 |