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| Date | Value |
|---|---|
| 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 |