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
DateValue
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