Westwood Holdings (WHG) Cash & Equivalents (2010 - 2026)
Westwood Holdings (WHG) recorded quarterly Cash & Equivalents of $23.4 million in Q1 2026, down 10.8% quarter-over-quarter from $26.2 million in Q4 2025, and up 148.6% on a YoY basis from $9.4 million in Q1 2025.
Westwood Holdings (WHG) Cash & Equivalents (2010 - 2026) Analysis & Trends
Westwood Holdings' Cash & Equivalents history runs 17 years deep, the most recent figure standing at $23.4 million for Q1 2026.
- In Q1 2026, Cash & Equivalents rose 148.6% year-over-year to $23.4 million; the TTM figure through Mar 2026 stood at $23.4 million (up 148.6% YoY), while the FY2025 annual figure was $26.2 million, up 39.27% from the prior year.
- Cash & Equivalents was $23.4 million for Q1 2026 at Westwood Holdings, down from $26.2 million in the prior quarter.
- In the past five years, Cash & Equivalents ranged from a high of $26.2 million in Q4 2025 to a low of $9.4 million in Q1 2025.
- Historically, Cash & Equivalents has averaged $20.4 million across 5 years, with a median of $21.6 million in 2025.
- The sharpest annual moves came in 2025 and 2026: Cash & Equivalents slumped 63.62% in 2025, then soared 148.6% in 2026.
- A 5-year view of Cash & Equivalents shows it stood at $23.9 million in 2022, then retreated by 14.41% to $20.4 million in 2023, then decreased by 7.71% to $18.8 million in 2024, then surged by 39.27% to $26.2 million in 2025, then decreased by 10.8% to $23.4 million in 2026.
- The last three Cash & Equivalents figures came in at $23.4 million (Q1 2026), $26.2 million (Q4 2025), and $21.6 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Equiv. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 9.84 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 2.45 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | - |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 851.00 Mn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 128.00 Mn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 11.22 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 869.31 Mn |
| 10 | Westwood Holdings | 156.37 Mn | 118.48 Mn | 24.31 Mn | 23.41 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 23.41 Mn |
| Dec 31, 2025 | 26.25 Mn |
| Sep 30, 2025 | 21.60 Mn |
| Jun 30, 2025 | 15.40 Mn |
| Mar 31, 2025 | 9.42 Mn |
| Dec 31, 2024 | 18.85 Mn |
| Sep 30, 2024 | 22.79 Mn |
| Jun 30, 2024 | 23.77 Mn |
| Mar 31, 2024 | 25.89 Mn |
| Dec 31, 2023 | 20.42 Mn |
| Sep 30, 2023 | 17.18 Mn |
| Jun 30, 2023 | 15.23 Mn |
| Mar 31, 2023 | 16.75 Mn |
| Dec 31, 2022 | 23.86 Mn |
| Sep 30, 2022 | 22.47 Mn |
| Jun 30, 2022 | 21.98 Mn |
| Mar 31, 2022 | 21.15 Mn |
| Dec 31, 2021 | 15.21 Mn |
| Sep 30, 2021 | 18.46 Mn |
| Jun 30, 2021 | 17.25 Mn |