Westwood Holdings (WHG) Cash & Current Investments (2010 - 2026)
Westwood Holdings' Cash & Current Investments came in at $42.22 million for Q2 2026, up 20.1% from $35.17 million a year earlier and up 8.3% from the prior quarter.
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Analysis
Westwood Holdings (WHG) Cash & Current Investments (2010 - 2026) Analysis & Trends
At the end of FY2025, Westwood Holdings' Cash & Current Investments was $47.68 million, up 2.5% from FY2024.
- Cash & Current Investments carries a five-year compound annual growth rate of -10.4% (FY2020 to FY2025).
- Going back by year, Cash & Current Investments was $46.54 million in FY2024 (-12.7%), $53.34 million in FY2023 (+36.1%), $39.2 million in FY2022 (-51.1%) and $80.23 million in FY2021 (-2.8%).
- The five-year range for quarterly Cash & Current Investments is $29.11 million (Q1 2025) to $80.23 million (Q4 2021).
- Year-over-year, Cash & Current Investments has increased for three consecutive quarters, with an average decline of 3.6% over the last eight quarters.
- The fastest year-over-year change in Cash & Current Investments over five years came in Q1 2024 (growth of 43.9%), and the weakest in Q1 2023 (a decline of 56.0%).
- Business Quant data shows WHG's Cash & Current Investments at $39 million (Q1 2026), $47.68 million (Q4 2025) and $41.33 million (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 13.87 Bn |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | 130.10 Bn |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 2.51 Bn |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | 33.28 Bn |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 21.08 Bn |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 1.50 Bn |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 26.82 Bn |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 100.19 Mn |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 1.01 Bn |
| 10 | Westwood Holdings | 173.94 Mn | 4.82 Mn | - | 42.22 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 42.22 Mn |
| 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 |
API Access
Westwood Holdings Cash & Current Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=WHG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "cash-and-current-investments", "ticker": "WHG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=WHG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();