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
DateValue
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