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| 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 |