Westwood Holdings (WHG) Enterprise Value (2010 - 2026)
Westwood Holdings' (WHG) quarterly Enterprise Value came in at -$39.0 million in Q1 2026, down 33.95% year-on-year from -$59.0 million in Q1 2025, and up 18.21% quarter-over-quarter from -$47.7 million in Q4 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 -$39.0 million for Q1 2026.
- On a quarterly basis, Enterprise Value fell 33.95% year-over-year to -$39.0 million in Q1 2026; TTM through Mar 2026 was -$39.0 million, a 33.95% decrease from a year earlier, with the FY2025 full-year figure at -$47.7 million, down 2.45% from the prior year.
- Enterprise Value grew to -$39.0 million in Q1 2026 per WHG's latest filing, from -$47.7 million in the prior quarter.
- Across five years, Enterprise Value topped out at -$29.1 million in Q1 2025 and bottomed at -$74.0 million in Q3 2022.
- The 5-year median for Enterprise Value is -$46.5 million (2024), against an average of -$47.7 million.
- Across the five-year window, Enterprise Value soared 55.99% in 2023 and sank 43.93% in 2024, its largest moves.
- Year by year, Enterprise Value stood at -$39.2 million in 2022, then plunged by 36.06% to -$53.3 million in 2023, then advanced by 12.74% to -$46.5 million in 2024, then slipped by 2.45% to -$47.7 million in 2025, then gained by 18.21% to -$39.0 million in 2026.
- Per Business Quant, the three latest WHG Enterprise Value figures stand at -$39.0 million (Q1 2026), -$47.7 million (Q4 2025), and -$41.3 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Enterprise Value (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | 74.60 Bn |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | -12.93 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | -1.05 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 19.58 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | -9.27 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | - |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | -14.92 Bn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | -3.57 Bn |
| 10 | Westwood Holdings | 163.51 Mn | 124.51 Mn | - | -39.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -39.00 Mn |
| Dec 31, 2025 | -47.68 Mn |
| Sep 30, 2025 | -41.33 Mn |
| Jun 30, 2025 | -35.17 Mn |
| Mar 31, 2025 | -29.11 Mn |
| Dec 31, 2024 | -46.54 Mn |
| Sep 30, 2024 | -48.31 Mn |
| Jun 30, 2024 | -44.13 Mn |
| Mar 31, 2024 | -46.56 Mn |
| Dec 31, 2023 | -53.34 Mn |
| Sep 30, 2023 | -48.49 Mn |
| Jun 30, 2023 | -38.12 Mn |
| Mar 31, 2023 | -32.35 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 |