Westwood Holdings (WHG) Change in Inventory (2010 - 2026)
Westwood Holdings' (WHG) quarterly Change in Inventory came in at -$6.1 million in Q1 2026, up 23.65% year-on-year from -$4.9 million in Q1 2025, and down 518.53% quarter-over-quarter from $1.5 million in Q4 2025.
Westwood Holdings (WHG) Change in Inventory (2010 - 2026) Analysis & Trends
Westwood Holdings' Change in Inventory history runs 17 years deep, the most recent figure standing at -$6.1 million for Q1 2026.
- On a quarterly basis, Change in Inventory rose 23.65% year-over-year to -$6.1 million in Q1 2026; TTM through Mar 2026 was -$4.5 million, a 181.57% decrease from a year earlier, with the FY2025 full-year figure at -$6.4 million, down 5.69% from the prior year.
- Change in Inventory eased to -$6.1 million in Q1 2026 per WHG's latest filing, from $1.5 million in the prior quarter.
- Across five years, Change in Inventory topped out at $8.5 million in Q3 2023 and bottomed at -$36.8 million in Q4 2022.
- The 5-year median for Change in Inventory is $169000.0 (2022), against an average of -$3.2 million.
- Across the five-year window, Change in Inventory surged 19705.56% in 2023 and sank 26291.49% in 2024, its largest moves.
- Year by year, Change in Inventory stood at -$36.8 million in 2022, then surged by 102.67% to $983000.0 in 2023, then tumbled by 77.52% to $221000.0 in 2024, then soared by 557.01% to $1.5 million in 2025, then plunged by 518.53% to -$6.1 million in 2026.
- Per Business Quant, the three latest WHG Change in Inventory figures stand at -$6.1 million (Q1 2026), $1.5 million (Q4 2025), and $117000.0 (Q2 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | -198.00 Mn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | - |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 3.03 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 15.00 Mn |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | - |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | - |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | - |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 39.20 Mn |
| 10 | Westwood Holdings | 163.51 Mn | 124.51 Mn | - | -6.08 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -6.08 Mn |
| Mar 31, 2026 | -6.08 Mn |
| Dec 31, 2025 | 1.45 Mn |
| Dec 31, 2025 | 1.45 Mn |
| Jun 30, 2025 | 117,000.00 |
| Jun 30, 2025 | 117,000.00 |
| Mar 31, 2025 | -7.96 Mn |
| Mar 31, 2025 | -7.96 Mn |
| Dec 31, 2024 | 221,000.00 |
| Dec 31, 2024 | 221,000.00 |
| Sep 30, 2024 | 5.16 Mn |
| Sep 30, 2024 | 5.16 Mn |
| Jun 30, 2024 | 974,000.00 |
| Jun 30, 2024 | 974,000.00 |
| Mar 31, 2024 | -12.40 Mn |
| Mar 31, 2024 | -12.40 Mn |
| Dec 31, 2023 | 983,000.00 |
| Dec 31, 2023 | 983,000.00 |
| Sep 30, 2023 | 8.54 Mn |
| Sep 30, 2023 | 8.54 Mn |