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