Growth Metrics

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

Westwood Holdings' quarterly Enterprise Value came in at -$37.9 million in Q1 2026, down 39.95% year-on-year from -$63.1 million in Q1 2025, and up 18.65% quarter-over-quarter from -$46.6 million in Q4 2025.

Westwood Holdings has reported Enterprise Value for 17 years, with the latest figure at -$37.9 million in Q1 2026.

  • For the quarter ending Q1 2026, Enterprise Value fell 39.95% year-over-year to -$37.9 million; the trailing twelve-month figure through Mar 2026 stood at -$37.9 million (down 39.95% YoY), and the FY2025 full-year result was -$46.6 million, down 4.66% from the prior year.
  • Enterprise Value for Q1 2026 stood at -$37.9 million, up from -$46.6 million in the prior quarter.
  • The five-year high for Enterprise Value was -$27.1 million in Q1 2025, with the low at -$74.0 million in Q3 2022.
  • Average Enterprise Value over 5 years is -$46.4 million, with a median of -$44.5 million recorded in 2024.
  • Year-over-year, Enterprise Value jumped 57.37% in 2023 and sank 42.48% in 2024.
  • Tracing WHG's Enterprise Value over 5 years: stood at -$39.2 million in 2022, then plunged by 30.84% to -$51.3 million in 2023, then increased by 13.24% to -$44.5 million in 2024, then retreated by 4.66% to -$46.6 million in 2025, then increased 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 158.51 Bn 148.89 Bn - -9.62 Bn
2 Blackstone 92.68 Bn 91.63 Bn - -1.05 Bn
3 Kkr 84.94 Bn 132.45 Bn - 47.51 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 339.00 Mn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 18.73 Bn
6 State Street 44.42 Bn 18.75 Bn - -8.49 Bn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn -128.00 Mn
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - 3.37 Bn
10 Westwood Holdings 135.80 Mn 97.91 Mn 24.31 Mn -37.89 Mn

Historic Data

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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
Mar 31, 2021 -86.87 Mn
Dec 31, 2020 -82.56 Mn
Sep 30, 2020 -77.59 Mn
Jun 30, 2020 -74.15 Mn
Mar 31, 2020 -82.39 Mn
Dec 31, 2019 -100.09 Mn
Sep 30, 2019 -101.22 Mn
Jun 30, 2019 -103.91 Mn
Mar 31, 2019 -102.02 Mn
Dec 31, 2018 -118.23 Mn
Sep 30, 2018 -119.09 Mn
Jun 30, 2018 -108.81 Mn
Mar 31, 2018 -100.47 Mn
Dec 31, 2017 -105.57 Mn
Sep 30, 2017 -99.53 Mn
Jun 30, 2017 -97.10 Mn
Mar 31, 2017 -75.41 Mn
Dec 31, 2016 -90.16 Mn
Sep 30, 2016 -80.54 Mn
Jun 30, 2016 -73.92 Mn
Mar 31, 2016 -71.18 Mn
Dec 31, 2015 -95.06 Mn
Sep 30, 2015 -80.34 Mn
Jun 30, 2015 -68.96 Mn
Mar 31, 2015 -83.65 Mn
Dec 31, 2014 -97.75 Mn
Sep 30, 2014 -89.58 Mn
Jun 30, 2014 -73.84 Mn
Mar 31, 2014 -62.79 Mn
Dec 31, 2013 -75.42 Mn
Sep 30, 2013 -67.28 Mn
Jun 30, 2013 -57.50 Mn
Mar 31, 2013 -5.77 Mn
Dec 31, 2012 -63.72 Mn
Sep 30, 2012 -6.78 Mn
Jun 30, 2012 -7.14 Mn
Mar 31, 2012 -51.74 Mn
Dec 31, 2011 -60.13 Mn
Sep 30, 2011 -53.40 Mn
Jun 30, 2011 -49.93 Mn
Mar 31, 2011 -4.65 Mn
Dec 31, 2010 -45.04 Mn
Sep 30, 2010 -3.84 Mn
Jun 30, 2010 -4.66 Mn