Westwood Holdings (WHG) Equity Ratio (2010 - 2026)
Westwood Holdings (WHG) recorded quarterly Equity Ratio of 0.83 in Q1 2026, up 7.36% quarter-over-quarter from 0.77 in Q4 2025, and down 7.59% on a YoY basis from 0.9 in Q1 2025.
Westwood Holdings (WHG) Equity Ratio (2010 - 2026) Analysis & Trends
Westwood Holdings' Equity Ratio history runs 17 years deep, the most recent figure standing at 0.83 for Q1 2026.
- In Q1 2026, Equity Ratio fell 7.59% year-over-year to 0.83; the TTM figure through Mar 2026 stood at 0.83 (down 7.59% YoY), while the FY2025 annual figure was 0.77, up 231.5% from the prior year.
- Equity Ratio was 0.83 for Q1 2026 at Westwood Holdings, up from 0.77 in the prior quarter.
- In the past five years, Equity Ratio ranged from a high of 0.9 in Q1 2025 to a low of 0.6 in Q2 2024.
- Historically, Equity Ratio has averaged 0.58 across 5 years, with a median of 0.8 in 2025.
- The sharpest annual moves came in 2022 and 2024: Equity Ratio jumped 101181.89% in 2022, then plunged 174.65% in 2024.
- A 5-year view of Equity Ratio shows it stood at 0.76 in 2022, then gained by 4.33% to 0.79 in 2023, then tumbled by 174.65% to 0.59 in 2024, then soared by 231.5% to 0.77 in 2025, then advanced 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 | 163.18 Bn | 153.56 Bn | - | 0.33 |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 0.17 |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 0.07 |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 0.08 |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 0.03 |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 0.07 |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 0.14 |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 0.29 |
| 10 | Westwood Holdings | 156.37 Mn | 118.48 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 |