Westwood Holdings (WHG) Gains from Investment Securities (2010 - 2026)

Westwood Holdings (WHG) recorded quarterly Gains from Investment Securities of $1.3 million in Q1 2026, down 35.57% quarter-over-quarter from $2.0 million in Q4 2025, and up 455.17% on a YoY basis from $232000.0 in Q1 2025.

Westwood Holdings (WHG) Gains from Investment Securities (2010 - 2026) Analysis & Trends

Westwood Holdings' Gains from Investment Securities history runs 16 years deep, the most recent figure standing at $1.3 million for Q1 2026.

  • In Q1 2026, Gains from Investment Securities rose 455.17% year-over-year to $1.3 million; the TTM figure through Mar 2026 stood at $3.1 million (down 16.6% YoY), while the FY2025 annual figure was $2.0 million, down 41.74% from the prior year.
  • Gains from Investment Securities was $1.3 million for Q1 2026 at Westwood Holdings, down from $2.0 million in the prior quarter.
  • In the past five years, Gains from Investment Securities ranged from a high of $2.4 million in Q4 2022 to a low of -$1.1 million in Q2 2022.
  • Historically, Gains from Investment Securities has averaged $618375.0 across 5 years, with a median of $433000.0 in 2023.
  • The sharpest annual moves came in 2024 and 2025: Gains from Investment Securities sank 945.83% in 2024, then jumped 896.41% in 2025.
  • A 5-year view of Gains from Investment Securities shows it stood at $2.4 million in 2022, then tumbled by 100.98% to -$24000.0 in 2023, then tumbled by 945.83% to -$251000.0 in 2024, then surged by 896.41% to $2.0 million in 2025, then tumbled by 35.57% to $1.3 million in 2026.
  • The last three Gains from Investment Securities figures came in at $1.3 million (Q1 2026), $2.0 million (Q4 2025), and -$535000.0 (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn -
2 Blackstone 96.85 Bn 95.80 Bn -
3 Kkr 86.45 Bn 133.96 Bn -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn
5 State Street 46.95 Bn 21.27 Bn -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn
7 Northern Trust 31.92 Bn 31.92 Bn -
8 Raymond James Financial 30.62 Bn 19.37 Bn -
9 Ares Management 29.04 Bn 32.41 Bn -
10 Westwood Holdings 156.37 Mn 118.48 Mn 24.31 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 1.29 Mn
Mar 31, 2026 1.29 Mn
Dec 31, 2025 2.00 Mn
Dec 31, 2025 2.00 Mn
Sep 30, 2025 -535,000.00
Sep 30, 2025 -535,000.00
Jun 30, 2025 303,000.00
Jun 30, 2025 303,000.00
Mar 31, 2025 232,000.00
Mar 31, 2025 232,000.00
Dec 31, 2024 -251,000.00
Dec 31, 2024 -251,000.00
Sep 30, 2024 1.82 Mn
Sep 30, 2024 1.82 Mn
Jun 30, 2024 1.86 Mn
Jun 30, 2024 1.86 Mn
Dec 31, 2023 -24,000.00
Dec 31, 2023 -24,000.00
Sep 30, 2023 563,000.00
Sep 30, 2023 563,000.00