Westwood Holdings (WHG) Cash & Current Investments (2010 - 2026)
Westwood Holdings (WHG) recorded quarterly Cash & Current Investments of $39.0 million in Q1 2026, down 18.21% quarter-over-quarter from $47.7 million in Q4 2025, and up 33.95% on a YoY basis from $29.1 million in Q1 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.
- In Q1 2026, Cash & Current Investments rose 33.95% year-over-year to $39.0 million; the TTM figure through Mar 2026 stood at $39.0 million (up 33.95% YoY), while the FY2025 annual figure was $47.7 million, up 2.45% from the prior year.
- Cash & Current Investments was $39.0 million for Q1 2026 at Westwood Holdings, down from $47.7 million in the prior quarter.
- In the past five years, Cash & Current Investments ranged from a high of $74.0 million in Q3 2022 to a low of $29.1 million in Q1 2025.
- Historically, Cash & Current Investments has averaged $47.7 million across 5 years, with a median of $46.5 million in 2024.
- The sharpest annual moves came in 2023 and 2024: Cash & Current Investments sank 55.99% in 2023, then jumped 43.93% in 2024.
- A 5-year view of Cash & Current Investments shows it 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.
- The last three Cash & Current Investments figures came in at $39.0 million (Q1 2026), $47.7 million (Q4 2025), and $41.3 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 160.20 Bn | 150.57 Bn | - | 9.84 Bn |
| 2 | Blackstone | 96.40 Bn | 95.35 Bn | - | 2.45 Bn |
| 3 | Kkr | 85.87 Bn | 133.39 Bn | - | - |
| 4 | Apollo Global Management | 79.90 Bn | 98.63 Bn | 5.04 Bn | 851.00 Mn |
| 5 | State Street | 46.62 Bn | 20.95 Bn | - | 8.49 Bn |
| 6 | Ameriprise Financial | 42.78 Bn | 42.65 Bn | 4.57 Bn | 128.00 Mn |
| 7 | Northern Trust | 32.35 Bn | 32.35 Bn | - | - |
| 8 | Ares Management | 30.25 Bn | 33.62 Bn | - | 869.31 Mn |
| 9 | Raymond James Financial | 30.24 Bn | 18.99 Bn | - | 11.29 Bn |
| 10 | Westwood Holdings | 156.03 Mn | 118.14 Mn | 24.31 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 |