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
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