Growth Metrics

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 🔒
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
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