Westwood Holdings (WHG) Cash & Current Investments (2010 - 2026)
Westwood Holdings (WHG) posted quarterly Cash & Current Investments of $39.0 million for Q1 2026, up 33.95% year-over-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.
- 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 for Q1 2026 stood at $39.0 million, down from $47.7 million in the prior quarter.
- The five-year high for Cash & Current Investments was $74.0 million in Q3 2022, with the low 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.
- The sharpest annual moves came in 2023 and 2024: Cash & Current Investments plunged 55.99% in 2023, then soared 43.93% in 2024.
- Westwood Holdings' Cash & Current Investments stood at $39.2 million in 2022, then soared by 36.06% to $53.3 million in 2023, then slipped by 12.74% to $46.5 million in 2024, then increased by 2.45% to $47.7 million in 2025, then declined by 18.21% to $39.0 million in 2026.
- Business Quant data shows WHG's Cash & Current Investments at $39.0 million in Q1 2026, $47.7 million in Q4 2025, and $41.3 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 13.87 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 2.51 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 277.07 Bn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 47.40 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 1.50 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 25.37 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 11.05 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 13.25 Bn |
| 10 | Westwood Holdings | 169.39 Mn | 127.16 Mn | - | 42.22 Mn |
Historic Data
Download 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 |