Growth Metrics

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 🔒
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
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