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| Date | Value |
|---|---|
| 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 |