Westwood Holdings (WHG) Equity Ratio (2010 - 2026)
Westwood Holdings' quarterly Equity Ratio came in at 0.83 in Q1 2026, down 7.59% year-on-year from 0.9 in Q1 2025, and up 7.36% quarter-over-quarter from 0.77 in Q4 2025.
Westwood Holdings has reported Equity Ratio for 17 years, with the latest figure at 0.83 in Q1 2026.
- For the quarter ending Q1 2026, Equity Ratio fell 7.59% year-over-year to 0.83; the trailing twelve-month figure through Mar 2026 stood at 0.83 (down 7.59% YoY), and the FY2025 full-year result was 0.77, up 231.5% from the prior year.
- Equity Ratio for Q1 2026 stood at 0.83, up from 0.77 in the prior quarter.
- The five-year high for Equity Ratio was 0.9 in Q1 2025, with the low at 0.6 in Q2 2024.
- Average Equity Ratio over 5 years is 0.58, with a median of 0.8 recorded in 2025.
- Year-over-year, Equity Ratio soared 101181.89% in 2022 and plunged 174.65% in 2024.
- Tracing WHG's Equity Ratio over 5 years: stood at 0.76 in 2022, then advanced by 4.33% to 0.79 in 2023, then slumped by 174.65% to 0.59 in 2024, then jumped by 231.5% to 0.77 in 2025, then climbed by 7.36% to 0.83 in 2026.
- The last three Equity Ratio figures came in at 0.83 (Q1 2026), 0.77 (Q4 2025), and 0.8 (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 0.33 |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 0.17 |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 0.07 |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 0.48 |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 0.08 |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 0.03 |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 0.07 |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 0.29 |
| 10 | Westwood Holdings | 135.80 Mn | 97.91 Mn | 24.31 Mn | 0.83 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 0.83 |
| Dec 31, 2025 | 0.77 |
| Sep 30, 2025 | 0.80 |
| Jun 30, 2025 | 0.84 |
| Mar 31, 2025 | 0.90 |
| Dec 31, 2024 | -0.59 |
| Sep 30, 2024 | 0.79 |
| Jun 30, 2024 | -0.60 |
| Mar 31, 2024 | -0.58 |
| Dec 31, 2023 | 0.79 |
| Sep 30, 2023 | 0.79 |
| Jun 30, 2023 | 0.85 |
| Mar 31, 2023 | 0.87 |
| Dec 31, 2022 | 0.76 |
| Sep 30, 2022 | 0.87 |
| Jun 30, 2022 | 0.89 |
| Mar 31, 2022 | 0.85 |
| Dec 31, 2021 | 0.84 |
| Sep 30, 2021 | 0.00 |
| Jun 30, 2021 | 0.76 |
| Mar 31, 2021 | 0.78 |
| Dec 31, 2020 | 0.88 |
| Sep 30, 2020 | 0.00 |
| Jun 30, 2020 | 0.00 |
| Mar 31, 2020 | 0.00 |
| Dec 31, 2019 | 0.83 |
| Sep 30, 2019 | 0.00 |
| Jun 30, 2019 | 0.00 |
| Mar 31, 2019 | 0.00 |
| Dec 31, 2018 | 0.81 |
| Sep 30, 2018 | 0.85 |
| Jun 30, 2018 | 0.00 |
| Mar 31, 2018 | 0.00 |
| Dec 31, 2017 | 0.81 |
| Sep 30, 2017 | 0.81 |
| Jun 30, 2017 | 0.86 |
| Mar 31, 2017 | 0.82 |
| Dec 31, 2016 | 0.81 |
| Sep 30, 2016 | 0.83 |
| Jun 30, 2016 | 0.81 |
| Mar 31, 2016 | 0.78 |
| Dec 31, 2015 | 0.74 |
| Sep 30, 2015 | 0.78 |
| Jun 30, 2015 | 0.80 |
| Mar 31, 2015 | 0.86 |
| Dec 31, 2014 | 0.79 |
| Sep 30, 2014 | 0.79 |
| Jun 30, 2014 | 0.85 |
| Mar 31, 2014 | 0.89 |
| Dec 31, 2013 | 0.76 |
| Sep 30, 2013 | 0.80 |
| Jun 30, 2013 | 0.83 |
| Dec 31, 2012 | 0.79 |
| Mar 31, 2012 | 0.86 |
| Dec 31, 2011 | 0.78 |
| Sep 30, 2011 | 0.79 |
| Jun 30, 2011 | 0.82 |
| Dec 31, 2010 | 0.84 |