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
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