Westwood Holdings (WHG) Enterprise Value (2010 - 2026)

Westwood Holdings (WHG) recorded quarterly Enterprise Value of -$37.9 million in Q1 2026, up 18.65% quarter-over-quarter from -$46.6 million in Q4 2025, and down 39.95% on a YoY basis from -$63.1 million in Q1 2025.

Westwood Holdings (WHG) Enterprise Value (2010 - 2026) Analysis & Trends

Westwood Holdings' Enterprise Value history runs 17 years deep, the most recent figure standing at -$37.9 million for Q1 2026.

  • In Q1 2026, Enterprise Value fell 39.95% year-over-year to -$37.9 million; the TTM figure through Mar 2026 stood at -$37.9 million (down 39.95% YoY), while the FY2025 annual figure was -$46.6 million, down 4.66% from the prior year.
  • Enterprise Value was -$37.9 million for Q1 2026 at Westwood Holdings, up from -$46.6 million in the prior quarter.
  • In the past five years, Enterprise Value ranged from a high of -$27.1 million in Q1 2025 to a low of -$74.0 million in Q3 2022.
  • Historically, Enterprise Value has averaged -$46.4 million across 5 years, with a median of -$44.5 million in 2024.
  • The sharpest annual moves came in 2023 and 2024: Enterprise Value surged 57.37% in 2023, then sank 42.48% in 2024.
  • A 5-year view of Enterprise Value shows it stood at -$39.2 million in 2022, then sank by 30.84% to -$51.3 million in 2023, then grew by 13.24% to -$44.5 million in 2024, then fell by 4.66% to -$46.6 million in 2025, then grew by 18.65% to -$37.9 million in 2026.
  • The last three Enterprise Value figures came in at -$37.9 million (Q1 2026), -$46.6 million (Q4 2025), and -$39.3 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Enterprise Value (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - -9.62 Bn
2 Blackstone 96.85 Bn 95.80 Bn - -1.05 Bn
3 Kkr 86.45 Bn 133.96 Bn - 47.51 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 18.73 Bn
5 State Street 46.95 Bn 21.27 Bn - -8.49 Bn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn -128.00 Mn
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - -11.25 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 3.37 Bn
10 Westwood Holdings 156.37 Mn 118.48 Mn 24.31 Mn -37.89 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 -37.89 Mn
Dec 31, 2025 -46.57 Mn
Sep 30, 2025 -39.25 Mn
Jun 30, 2025 -33.12 Mn
Mar 31, 2025 -27.07 Mn
Dec 31, 2024 -44.50 Mn
Sep 30, 2024 -46.31 Mn
Jun 30, 2024 -42.19 Mn
Mar 31, 2024 -44.64 Mn
Dec 31, 2023 -51.29 Mn
Sep 30, 2023 -46.45 Mn
Jun 30, 2023 -37.10 Mn
Mar 31, 2023 -31.33 Mn
Dec 31, 2022 -39.20 Mn
Sep 30, 2022 -74.03 Mn
Jun 30, 2022 -73.58 Mn
Mar 31, 2022 -73.49 Mn
Dec 31, 2021 -80.23 Mn
Sep 30, 2021 -76.56 Mn
Jun 30, 2021 -92.31 Mn