Westwood Holdings (WHG) EBITDA Margin (2010 - 2026)
Westwood Holdings (WHG) posted EBITDA Margin of 11.03% for Q2 2026, up 2.25 percentage points from 8.78% a year earlier and up 13.49 percentage points from the prior quarter.
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Analysis
Westwood Holdings (WHG) EBITDA Margin (2010 - 2026) Analysis & Trends
For the trailing twelve months through Jun 30, 2026, EBITDA Margin at Westwood Holdings was 8.32%, down 0.87 percentage points year-over-year; for FY2025, it was 9.63%, up 3.74 percentage points from FY2024.
- Annual EBITDA Margin shows a five-year change of +10.87 percentage points (FY2020 to FY2025).
- In prior years, Westwood Holdings' EBITDA Margin was 5.89% in FY2024 (-6.17 pp), 12.06% in FY2023 (+15.40 pp), -3.34% in FY2022 (-14.75 pp) and 11.41% in FY2021 (+12.64 pp).
- Quarterly EBITDA Margin has run from a low of -19.19% in Q2 2024 to a high of 27.92% in Q2 2023 over five years.
- On a year-over-year basis, EBITDA Margin increased in four of the last eight quarters, with an average year-over-year change of +1.08 percentage points.
- The strongest year-over-year quarter for EBITDA Margin in the past five years was Q3 2021, with a gain of 36.54 percentage points; the weakest was Q2 2024, with a drop of 47.11 percentage points.
- According to Business Quant data, EBITDA Margin for the three prior quarters was -2.46% (Q1 2026), 11.41% (Q4 2025) and 13.13% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 166.01 Bn | 112.36 Bn | - | 40.18% |
| 2 | Spdr Gold Trust | 133.03 Bn | -424.98 Bn | - | - |
| 3 | Blackstone | 86.20 Bn | 81.13 Bn | - | - |
| 4 | Kkr | 83.71 Bn | 50.19 Bn | - | 35.54% |
| 5 | Brookfield | 81.54 Bn | -83.85 Bn | 4.47 Bn | -39.99% |
| 6 | Brookfield Asset Management | 71.09 Bn | 67.34 Bn | - | 79.86% |
| 7 | Apollo Global Management | 68.54 Bn | 6.22 Bn | 10.56 Bn | 20.01% |
| 8 | Wheaton Precious Metals | 61.57 Bn | 57.00 Bn | 687.86 Mn | 85.00% |
| 9 | Franco Nevada | 47.40 Bn | 44.76 Bn | 451.00 Mn | 91.19% |
| 10 | Westwood Holdings | 170.55 Mn | 1.43 Mn | - | 11.03% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 11.03% |
| Mar 31, 2026 | -2.46% |
| Dec 31, 2025 | 11.41% |
| Sep 30, 2025 | 13.13% |
| Jun 30, 2025 | 8.78% |
| Mar 31, 2025 | 4.77% |
| Dec 31, 2024 | 18.39% |
| Sep 30, 2024 | 4.25% |
| Jun 30, 2024 | -19.19% |
| Mar 31, 2024 | 24.15% |
| Dec 31, 2023 | 20.86% |
| Sep 30, 2023 | -1.37% |
| Jun 30, 2023 | 27.92% |
| Mar 31, 2023 | 11.70% |
| Dec 31, 2022 | -15.15% |
| Sep 30, 2022 | -3.02% |
| Jun 30, 2022 | 1.05% |
| Mar 31, 2022 | 5.44% |
| Dec 31, 2021 | 15.23% |
| Sep 30, 2021 | 14.69% |
API Access
Westwood Holdings EBITDA Margin API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=ebitda-margin&ticker=WHG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "ebitda-margin", "ticker": "WHG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=ebitda-margin&ticker=WHG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();