Westwood Holdings (WHG) Cash & Current Investments (2010 - 2026)
Westwood Holdings' (WHG) quarterly Cash & Current Investments came in at $39.0 million in Q1 2026, up 33.95% year-on-year from $29.1 million in Q1 2025, and down 18.21% quarter-over-quarter from $47.7 million in Q4 2025.
Westwood Holdings (WHG) Cash & Current Investments (2010 - 2026) Analysis & Trends
Westwood Holdings' Cash & Current Investments history runs 17 years deep, the most recent figure standing at $39.0 million for Q1 2026.
- On a quarterly basis, Cash & Current Investments rose 33.95% year-over-year to $39.0 million in Q1 2026; TTM through Mar 2026 was $39.0 million, a 33.95% increase from a year earlier, with the FY2025 full-year figure at $47.7 million, up 2.45% from the prior year.
- Cash & Current Investments slipped to $39.0 million in Q1 2026 per WHG's latest filing, from $47.7 million in the prior quarter.
- Across five years, Cash & Current Investments topped out at $74.0 million in Q3 2022 and bottomed at $29.1 million in Q1 2025.
- The 5-year median for Cash & Current Investments is $46.5 million (2024), against an average of $47.7 million.
- Across the five-year window, Cash & Current Investments sank 55.99% in 2023 and soared 43.93% in 2024, its largest moves.
- Year by year, Cash & Current Investments stood at $39.2 million in 2022, then jumped by 36.06% to $53.3 million in 2023, then dropped by 12.74% to $46.5 million in 2024, then rose by 2.45% to $47.7 million in 2025, then fell by 18.21% to $39.0 million in 2026.
- Per Business Quant, the three latest WHG Cash & Current Investments figures stand at $39.0 million (Q1 2026), $47.7 million (Q4 2025), and $41.3 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,261.80 Bn | 1,217.21 Bn | 18.56 Bn | 44.59 Bn |
| 2 | BlackRock | 165.12 Bn | 151.98 Bn | - | 13.15 Bn |
| 3 | Blackstone | 103.58 Bn | 101.13 Bn | - | 2.45 Bn |
| 4 | Brookfield Asset Management | 76.31 Bn | 75.26 Bn | - | 1.05 Bn |
| 5 | Apollo Global Management | 73.95 Bn | 73.95 Bn | -409.00 Mn | - |
| 6 | State Street | 51.18 Bn | 51.18 Bn | - | - |
| 7 | Ameriprise Financial | 50.08 Bn | 40.82 Bn | 4.57 Bn | 9.27 Bn |
| 8 | Raymond James Financial | 34.03 Bn | 19.06 Bn | - | 14.96 Bn |
| 9 | Northern Trust | 33.84 Bn | 33.84 Bn | - | - |
| 10 | Westwood Holdings | 166.82 Mn | 127.83 Mn | - | 39.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 39.00 Mn |
| Dec 31, 2025 | 47.68 Mn |
| Sep 30, 2025 | 41.33 Mn |
| Jun 30, 2025 | 35.17 Mn |
| Mar 31, 2025 | 29.11 Mn |
| Dec 31, 2024 | 46.54 Mn |
| Sep 30, 2024 | 48.31 Mn |
| Jun 30, 2024 | 44.13 Mn |
| Mar 31, 2024 | 46.56 Mn |
| Dec 31, 2023 | 53.34 Mn |
| Sep 30, 2023 | 48.49 Mn |
| Jun 30, 2023 | 38.12 Mn |
| Mar 31, 2023 | 32.35 Mn |
| Dec 31, 2022 | 39.20 Mn |
| Sep 30, 2022 | 74.03 Mn |
| Jun 30, 2022 | 73.58 Mn |
| Mar 31, 2022 | 73.49 Mn |
| Dec 31, 2021 | 80.23 Mn |
| Sep 30, 2021 | 76.56 Mn |
| Jun 30, 2021 | 92.31 Mn |