Westwood Holdings (WHG) Change in Inventory (2010 - 2026)

Westwood Holdings (WHG) recorded quarterly Change in Inventory of -$6.1 million in Q1 2026, down 518.53% quarter-over-quarter from $1.5 million in Q4 2025, and up 23.65% on a YoY basis from -$4.9 million in Q1 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.

  • In Q1 2026, Change in Inventory rose 23.65% year-over-year to -$6.1 million; the TTM figure through Mar 2026 stood at -$4.5 million (down 181.57% YoY), while the FY2025 annual figure was -$6.4 million, down 5.69% from the prior year.
  • Change in Inventory was -$6.1 million for Q1 2026 at Westwood Holdings, down from $1.5 million in the prior quarter.
  • In the past five years, Change in Inventory ranged from a high of $8.5 million in Q3 2023 to a low of -$36.8 million in Q4 2022.
  • Historically, Change in Inventory has averaged -$3.2 million across 5 years, with a median of $169000.0 in 2022.
  • The sharpest annual moves came in 2023 and 2024: Change in Inventory soared 19705.56% in 2023, then sank 26291.49% in 2024.
  • A 5-year view of Change in Inventory shows it stood at -$36.8 million in 2022, then surged by 102.67% to $983000.0 in 2023, then sank by 77.52% to $221000.0 in 2024, then soared by 557.01% to $1.5 million in 2025, then slumped by 518.53% to -$6.1 million in 2026.
  • The last three Change in Inventory figures came in at -$6.1 million (Q1 2026), $1.5 million (Q4 2025), and $117000.0 (Q2 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - -198.00 Mn
2 Blackstone 96.85 Bn 95.80 Bn - -
3 Kkr 86.45 Bn 133.96 Bn - -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 3.03 Bn
5 State Street 46.95 Bn 21.27 Bn - 15.00 Mn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn -
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - -
10 Westwood Holdings 156.37 Mn 118.48 Mn 24.31 Mn -6.08 Mn

Historic Data

Download Data
DateValue
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