Westwood Holdings (WHG) Change in Inventory (2010 - 2026)
Westwood Holdings' 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 has reported Change in Inventory for 17 years, with the latest figure at -$6.1 million in Q1 2026.
- For the quarter ending Q1 2026, Change in Inventory rose 23.65% year-over-year to -$6.1 million; the trailing twelve-month figure through Mar 2026 stood at -$4.5 million (down 181.57% YoY), and the FY2025 full-year result 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.
- Average Change in Inventory over 5 years is -$3.2 million, with a median of $169000.0 recorded in 2022.
- Year-over-year, Change in Inventory surged 19705.56% in 2023 and sank 26291.49% in 2024.
- Tracing WHG's Change in Inventory over 5 years: stood at -$36.8 million in 2022, then soared by 102.67% to $983000.0 in 2023, then plunged by 77.52% to $221000.0 in 2024, then jumped by 557.01% to $1.5 million in 2025, then sank 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 | 158.51 Bn | 148.89 Bn | - | -198.00 Mn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | - |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | - |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | - |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 3.03 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 15.00 Mn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | - |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | - |
| 10 | Westwood Holdings | 135.80 Mn | 97.91 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 |
| Jun 30, 2023 | 7.13 Mn |
| Jun 30, 2023 | 7.13 Mn |
| Mar 31, 2023 | -47,000.00 |
| Mar 31, 2023 | -47,000.00 |
| Dec 31, 2022 | -36.83 Mn |
| Dec 31, 2022 | -36.83 Mn |
| Sep 30, 2022 | 221,000.00 |
| Sep 30, 2022 | 221,000.00 |
| Jun 30, 2022 | 36,000.00 |
| Jun 30, 2022 | 36,000.00 |
| Mar 31, 2022 | -12.41 Mn |
| Mar 31, 2022 | -12.41 Mn |
| Dec 31, 2021 | 6.68 Mn |
| Dec 31, 2021 | 6.68 Mn |
| Sep 30, 2021 | -16.83 Mn |
| Sep 30, 2021 | -16.83 Mn |
| Jun 30, 2021 | 1.20 Mn |
| Jun 30, 2021 | 1.20 Mn |
| Mar 31, 2021 | 4.44 Mn |
| Mar 31, 2021 | 4.44 Mn |
| Dec 31, 2020 | 7.67 Mn |
| Dec 31, 2020 | 7.67 Mn |
| Sep 30, 2020 | 31.92 Mn |
| Sep 30, 2020 | 31.92 Mn |
| Jun 30, 2020 | -7.11 Mn |
| Jun 30, 2020 | -7.11 Mn |
| Mar 31, 2020 | -12.92 Mn |
| Mar 31, 2020 | -12.92 Mn |
| Dec 31, 2019 | 7.63 Mn |
| Dec 31, 2019 | 7.63 Mn |
| Sep 30, 2019 | -4.66 Mn |
| Sep 30, 2019 | -4.66 Mn |
| Jun 30, 2019 | -2.23 Mn |
| Jun 30, 2019 | -2.23 Mn |
| Mar 31, 2019 | -16.55 Mn |
| Mar 31, 2019 | -16.55 Mn |
| Dec 31, 2018 | -4.63 Mn |
| Dec 31, 2018 | -4.63 Mn |
| Sep 30, 2018 | 9.38 Mn |
| Sep 30, 2018 | 9.38 Mn |
| Jun 30, 2018 | 12.62 Mn |
| Jun 30, 2018 | 12.62 Mn |
| Mar 31, 2018 | -2.18 Mn |
| Mar 31, 2018 | -2.18 Mn |
| Dec 31, 2017 | 3.15 Mn |
| Dec 31, 2017 | 3.15 Mn |
| Sep 30, 2017 | 2.27 Mn |
| Sep 30, 2017 | 2.27 Mn |
| Jun 30, 2017 | 804,000.00 |
| Jun 30, 2017 | 804,000.00 |
| Mar 31, 2017 | -12.00 Mn |
| Mar 31, 2017 | -12.00 Mn |
| Dec 31, 2016 | 6.80 Mn |
| Dec 31, 2016 | 6.80 Mn |
| Sep 30, 2016 | 4.80 Mn |
| Sep 30, 2016 | 4.80 Mn |
| Jun 30, 2016 | -132,000.00 |
| Jun 30, 2016 | -132,000.00 |
| Mar 31, 2016 | -27.81 Mn |
| Mar 31, 2016 | -27.81 Mn |
| Dec 31, 2015 | 16.00 Mn |
| Dec 31, 2015 | 16.00 Mn |
| Sep 30, 2015 | 10.83 Mn |
| Sep 30, 2015 | 10.83 Mn |
| Jun 30, 2015 | -17.81 Mn |
| Jun 30, 2015 | -17.81 Mn |
| Mar 31, 2015 | -15.70 Mn |
| Mar 31, 2015 | -15.70 Mn |
| Dec 31, 2014 | 6.46 Mn |
| Dec 31, 2014 | 6.46 Mn |
| Sep 30, 2014 | 15.46 Mn |
| Sep 30, 2014 | 15.46 Mn |
| Jun 30, 2014 | 12.28 Mn |
| Jun 30, 2014 | 12.28 Mn |
| Mar 31, 2014 | -19.21 Mn |
| Mar 31, 2014 | -19.21 Mn |
| Dec 31, 2013 | 9.20 Mn |
| Dec 31, 2013 | 9.20 Mn |
| Sep 30, 2013 | 3.68 Mn |
| Sep 30, 2013 | 3.68 Mn |
| Jun 30, 2013 | 3.67 Mn |
| Jun 30, 2013 | 3.67 Mn |
| Mar 31, 2013 | -11.55 Mn |
| Mar 31, 2013 | -11.55 Mn |
| Dec 31, 2012 | 7.79 Mn |
| Dec 31, 2012 | 7.79 Mn |
| Sep 30, 2012 | 8.07 Mn |
| Sep 30, 2012 | 8.07 Mn |
| Jun 30, 2012 | -1.35 Mn |
| Jun 30, 2012 | -1.35 Mn |
| Mar 31, 2012 | -6.82 Mn |
| Mar 31, 2012 | -6.82 Mn |
| Dec 31, 2011 | 5.18 Mn |
| Dec 31, 2011 | 5.18 Mn |
| Sep 30, 2011 | 4.95 Mn |
| Sep 30, 2011 | 4.95 Mn |
| Jun 30, 2011 | 5.27 Mn |
| Jun 30, 2011 | 5.27 Mn |
| Mar 31, 2011 | -5.11 Mn |
| Mar 31, 2011 | -5.11 Mn |
| Dec 31, 2010 | -3.16 Mn |
| Dec 31, 2010 | -3.16 Mn |
| Sep 30, 2010 | 3.85 Mn |
| Sep 30, 2010 | 3.85 Mn |