Westwood Holdings (WHG) Gains from Investment Securities (2023 - 2024)
Westwood Holdings' (WHG) quarterly Gains from Investment Securities came in at $1.8 million in Q3 2024, down 26.54% year-on-year from $2.5 million in Q4 2023, and down 62.06% quarter-over-quarter from $4.8 million in Q2 2024.
Westwood Holdings (WHG) Gains from Investment Securities (2023 - 2024) Analysis & Trends
Westwood Holdings' Gains from Investment Securities history runs 2 years deep, the most recent figure standing at $1.8 million for Q3 2024.
- On a quarterly basis, Gains from Investment Securities fell 26.54% year-over-year to $1.8 million in Q3 2024; TTM through Sep 2025 was $1.8 million, a 70.41% decrease from a year earlier, with the FY2015 full-year figure at $9.0 million, changed N/A from the prior year.
- Gains from Investment Securities fell to $1.8 million in Q3 2024 per WHG's latest filing, from $4.8 million in the prior quarter.
- Across five years, Gains from Investment Securities topped out at $4.8 million in Q2 2024 and bottomed at -$4.1 million in Q2 2023.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Brookfield | 1,261.80 Bn | 1,217.21 Bn | 18.56 Bn |
| 2 | BlackRock | 165.12 Bn | 151.98 Bn | - |
| 3 | Blackstone | 103.58 Bn | 101.13 Bn | - |
| 4 | Brookfield Asset Management | 76.31 Bn | 75.26 Bn | - |
| 5 | Apollo Global Management | 73.95 Bn | 73.95 Bn | -409.00 Mn |
| 6 | State Street | 51.18 Bn | 51.18 Bn | - |
| 7 | Ameriprise Financial | 50.08 Bn | 40.82 Bn | 4.57 Bn |
| 8 | Raymond James Financial | 34.03 Bn | 19.06 Bn | - |
| 9 | Northern Trust | 33.84 Bn | 33.84 Bn | - |
| 10 | Westwood Holdings | 166.82 Mn | 127.83 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Sep 30, 2024 | 1.82 Mn |
| Sep 30, 2024 | 1.82 Mn |
| Jun 30, 2024 | 4.81 Mn |
| Jun 30, 2024 | 4.81 Mn |
| Mar 31, 2024 | -2.95 Mn |
| Mar 31, 2024 | -2.95 Mn |
| Sep 30, 2023 | 2.48 Mn |
| Sep 30, 2023 | 2.48 Mn |
| Jun 30, 2023 | -4.08 Mn |
| Jun 30, 2023 | -4.08 Mn |
| Mar 31, 2023 | -1.06 Mn |
| Mar 31, 2023 | -1.06 Mn |