Westwood Holdings (WHG) Gains from Investment Securities (2023 - 2024)
Westwood Holdings (WHG) posted quarterly Gains from Investment Securities of $1.8 million for Q3 2024, down 26.54% year-over-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.
- In Q3 2024, Gains from Investment Securities fell 26.54% year-over-year to $1.8 million; the TTM figure through Sep 2025 stood at $1.8 million (down 70.41% YoY), while the FY2015 annual figure was $9.0 million, changed N/A from the prior year.
- Gains from Investment Securities for Q3 2024 stood at $1.8 million, down from $4.8 million in the prior quarter.
- The five-year high for Gains from Investment Securities was $4.8 million in Q2 2024, with the low at -$4.1 million in Q2 2023.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - |
| 10 | Westwood Holdings | 169.39 Mn | 127.16 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 |