Westwood Holdings (WHG) Change in Inventory (2010 - 2026)
Westwood Holdings (WHG) posted quarterly Change in Inventory of -$6.1 million for Q1 2026, up 23.65% year-over-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.
- 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 for Q1 2026 stood at -$6.1 million, down from $1.5 million in the prior quarter.
- The five-year high for Change in Inventory was $8.5 million in Q3 2023, with the low 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.
- The sharpest annual moves came in 2023 and 2024: Change in Inventory surged 19705.56% in 2023, then plunged 26291.49% in 2024.
- Westwood Holdings' Change in Inventory stood at -$36.8 million in 2022, then jumped by 102.67% to $983000.0 in 2023, then plunged by 77.52% to $221000.0 in 2024, then surged by 557.01% to $1.5 million in 2025, then sank by 518.53% to -$6.1 million in 2026.
- Business Quant data shows WHG's Change in Inventory at -$6.1 million in Q1 2026, $1.5 million in Q4 2025, and $117000.0 in Q2 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 8.00 Mn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 2.92 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 14.00 Mn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | - |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | - |
| 10 | Westwood Holdings | 169.39 Mn | 127.16 Mn | - | -53,000.00 |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -53,000.00 |
| Jun 30, 2026 | -53,000.00 |
| 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 |