Westwood Holdings (WHG) Equity Average (2011 - 2026)
Westwood Holdings' quarterly Equity Average came in at $125.3 million in Q1 2026, up 656.81% year-on-year from $16.6 million in Q1 2025, and little changed quarter-over-quarter from $124.8 million in Q4 2025.
Westwood Holdings has reported Equity Average for 16 years, with the latest figure at $125.3 million in Q1 2026.
- For the quarter ending Q1 2026, Equity Average rose 656.81% year-over-year to $125.3 million; the trailing twelve-month figure through Mar 2026 stood at $125.3 million (up 656.81% YoY), and the FY2025 full-year result was $18.7 million, up 9.64% from the prior year.
- Equity Average for Q1 2026 stood at $125.3 million, roughly flat from $124.8 million in the prior quarter.
- The five-year high for Equity Average was $125.3 million in Q1 2026, with the low at -$87.5 million in Q2 2024.
- Average Equity Average over 5 years is $82.9 million, with a median of $114.9 million recorded in 2022.
- Year-over-year, Equity Average sank 171.63% in 2024 and soared 677.13% in 2025.
- Tracing WHG's Equity Average over 5 years: stood at $112.1 million in 2022, then climbed by 8.02% to $121.1 million in 2023, then tumbled by 86.74% to $16.1 million in 2024, then soared by 677.13% to $124.8 million in 2025, then gained 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 | 158.51 Bn | 148.89 Bn | - | 56.51 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 14.44 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 54.71 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.75 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 41.02 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 6.38 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.97 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 6.32 Bn |
| 10 | Westwood Holdings | 135.80 Mn | 97.91 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 |
| Mar 31, 2021 | 123.99 Mn |
| Dec 31, 2020 | 65.42 Mn |
| Sep 30, 2020 | 130,584.00 |
| Jun 30, 2020 | 134,060.50 |
| Mar 31, 2020 | 74.21 Mn |
| Dec 31, 2019 | 74.22 Mn |
| Sep 30, 2019 | 140,744.00 |
| Jun 30, 2019 | 134,909.00 |
| Mar 31, 2019 | 80.64 Mn |
| Dec 31, 2018 | 162.91 Mn |
| Sep 30, 2018 | 82.41 Mn |
| Jun 30, 2018 | 155,048.00 |
| Mar 31, 2018 | 78.28 Mn |
| Dec 31, 2017 | 155.91 Mn |
| Sep 30, 2017 | 153.38 Mn |
| Jun 30, 2017 | 148.08 Mn |
| Mar 31, 2017 | 145.45 Mn |
| Dec 31, 2016 | 143.46 Mn |
| Sep 30, 2016 | 139.23 Mn |
| Jun 30, 2016 | 133.31 Mn |
| Mar 31, 2016 | 131.49 Mn |
| Dec 31, 2015 | 132.05 Mn |
| Sep 30, 2015 | 127.24 Mn |
| Jun 30, 2015 | 116.64 Mn |
| Mar 31, 2015 | 109.47 Mn |
| Dec 31, 2014 | 107.45 Mn |
| Sep 30, 2014 | 101.45 Mn |
| Jun 30, 2014 | 93.88 Mn |
| Mar 31, 2014 | 89.22 Mn |
| Dec 31, 2013 | 86.07 Mn |
| Sep 30, 2013 | 81.46 Mn |
| Mar 31, 2012 | 70.66 Mn |
| Dec 31, 2011 | 68.79 Mn |
| Sep 30, 2011 | 66.53 Mn |