Westwood Holdings (WHG) Equity Average (2011 - 2026)

Westwood Holdings (WHG) recorded quarterly Equity Average of $125.3 million in Q1 2026, little changed quarter-over-quarter from $124.8 million in Q4 2025, and up 656.81% on a YoY basis from $16.6 million in Q1 2025.

Westwood Holdings (WHG) Equity Average (2011 - 2026) Analysis & Trends

Westwood Holdings' Equity Average history runs 16 years deep, the most recent figure standing at $125.3 million for Q1 2026.

  • In Q1 2026, Equity Average rose 656.81% year-over-year to $125.3 million; the TTM figure through Mar 2026 stood at $125.3 million (up 656.81% YoY), while the FY2025 annual figure was $18.7 million, up 9.64% from the prior year.
  • Equity Average was $125.3 million for Q1 2026 at Westwood Holdings, roughly flat from $124.8 million in the prior quarter.
  • In the past five years, Equity Average ranged from a high of $125.3 million in Q1 2026 to a low of -$87.5 million in Q2 2024.
  • Historically, Equity Average has averaged $82.9 million across 5 years, with a median of $114.9 million in 2022.
  • The sharpest annual moves came in 2024 and 2025: Equity Average sank 171.63% in 2024, then jumped 677.13% in 2025.
  • A 5-year view of Equity Average shows it stood at $112.1 million in 2022, then advanced by 8.02% to $121.1 million in 2023, then plunged by 86.74% to $16.1 million in 2024, then surged by 677.13% to $124.8 million in 2025, then rose by 0.42% to $125.3 million in 2026.
  • The last three Equity Average figures came in at $125.3 million (Q1 2026), $124.8 million (Q4 2025), and $123.1 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 56.51 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 14.44 Bn
3 Kkr 86.45 Bn 133.96 Bn - 54.71 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 41.02 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 6.38 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.97 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 6.29 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 6.32 Bn
10 Westwood Holdings 156.37 Mn 118.48 Mn 24.31 Mn 125.29 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 125.29 Mn
Dec 31, 2025 124.76 Mn
Sep 30, 2025 123.13 Mn
Jun 30, 2025 121.87 Mn
Mar 31, 2025 16.55 Mn
Dec 31, 2024 16.05 Mn
Sep 30, 2024 16.19 Mn
Jun 30, 2024 -87.47 Mn
Mar 31, 2024 17.70 Mn
Dec 31, 2023 121.07 Mn
Sep 30, 2023 120.13 Mn
Jun 30, 2023 122.11 Mn
Mar 31, 2023 117.20 Mn
Dec 31, 2022 112.08 Mn
Sep 30, 2022 114.30 Mn
Jun 30, 2022 113.48 Mn
Mar 31, 2022 114.89 Mn
Dec 31, 2021 59.01 Mn
Sep 30, 2021 57.92 Mn
Jun 30, 2021 116.49 Mn