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
DateValue
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