Westwood Holdings (WHG) Gains from Investment Securities (2010 - 2026)
Westwood Holdings' quarterly Gains from Investment Securities came in at $1.3 million in Q1 2026, up 455.17% year-on-year from $232000.0 in Q1 2025, and down 35.57% quarter-over-quarter from $2.0 million in Q4 2025.
Westwood Holdings has reported Gains from Investment Securities for 16 years, with the latest figure at $1.3 million in Q1 2026.
- For the quarter ending Q1 2026, Gains from Investment Securities rose 455.17% year-over-year to $1.3 million; the trailing twelve-month figure through Mar 2026 stood at $3.1 million (down 16.6% YoY), and the FY2025 full-year result was $2.0 million, down 41.74% from the prior year.
- Gains from Investment Securities for Q1 2026 stood at $1.3 million, down from $2.0 million in the prior quarter.
- The five-year high for Gains from Investment Securities was $2.4 million in Q4 2022, with the low at -$1.1 million in Q2 2022.
- Average Gains from Investment Securities over 5 years is $618375.0, with a median of $433000.0 recorded in 2023.
- Year-over-year, Gains from Investment Securities sank 945.83% in 2024 and soared 896.41% in 2025.
- Tracing WHG's Gains from Investment Securities over 5 years: stood at $2.4 million in 2022, then slumped by 100.98% to -$24000.0 in 2023, then slumped by 945.83% to -$251000.0 in 2024, then soared by 896.41% to $2.0 million in 2025, then slumped 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 | 158.51 Bn | 148.89 Bn | - |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - |
| 10 | Westwood Holdings | 135.80 Mn | 97.91 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 |
| Jun 30, 2023 | 1.36 Mn |
| Jun 30, 2023 | 1.36 Mn |
| Mar 31, 2023 | -1.06 Mn |
| Mar 31, 2023 | -1.06 Mn |
| Dec 31, 2022 | 2.45 Mn |
| Dec 31, 2022 | 2.45 Mn |
| Sep 30, 2022 | 1.20 Mn |
| Sep 30, 2022 | 1.20 Mn |
| Jun 30, 2022 | -1.07 Mn |
| Jun 30, 2022 | -1.07 Mn |
| Mar 31, 2022 | -239,000.00 |
| Mar 31, 2022 | -239,000.00 |
| Sep 30, 2021 | 7.49 Mn |
| Sep 30, 2021 | 7.49 Mn |
| Mar 31, 2021 | 884,000.00 |
| Mar 31, 2021 | 884,000.00 |
| Dec 31, 2020 | 1.12 Mn |
| Dec 31, 2020 | 1.12 Mn |
| Jun 30, 2020 | 46,000.00 |
| Jun 30, 2020 | 46,000.00 |
| Mar 31, 2020 | 8.33 Mn |
| Mar 31, 2020 | 8.33 Mn |
| Dec 31, 2018 | -866,000.00 |
| Dec 31, 2018 | -866,000.00 |
| Sep 30, 2018 | 5.89 Mn |
| Sep 30, 2018 | 5.89 Mn |
| Jun 30, 2018 | -24,000.00 |
| Jun 30, 2018 | -24,000.00 |
| Mar 31, 2018 | -232,000.00 |
| Mar 31, 2018 | -232,000.00 |
| Dec 31, 2017 | 5.54 Mn |
| Dec 31, 2017 | 5.54 Mn |
| Sep 30, 2017 | 4.85 Mn |
| Sep 30, 2017 | 4.85 Mn |
| Jun 30, 2017 | 75,000.00 |
| Jun 30, 2017 | 75,000.00 |
| Mar 31, 2017 | 303,000.00 |
| Mar 31, 2017 | 303,000.00 |
| Dec 31, 2016 | 2.23 Mn |
| Dec 31, 2016 | 2.23 Mn |
| Sep 30, 2016 | 12.21 Mn |
| Sep 30, 2016 | 12.21 Mn |
| Jun 30, 2016 | -3.27 Mn |
| Jun 30, 2016 | -3.27 Mn |
| Mar 31, 2016 | 3.70 Mn |
| Mar 31, 2016 | 3.70 Mn |
| Dec 31, 2015 | 3.40 Mn |
| Dec 31, 2015 | 3.40 Mn |
| Sep 30, 2015 | -1.05 Mn |
| Sep 30, 2015 | -1.05 Mn |
| Jun 30, 2015 | 6.56 Mn |
| Jun 30, 2015 | 6.56 Mn |
| Mar 31, 2015 | 89,000.00 |
| Mar 31, 2015 | 89,000.00 |
| Dec 31, 2014 | 46,000.00 |
| Dec 31, 2014 | 46,000.00 |
| Sep 30, 2014 | 101,313.00 |
| Sep 30, 2014 | 101,313.00 |
| Jun 30, 2014 | 505,000.00 |
| Jun 30, 2014 | 505,000.00 |
| Mar 31, 2014 | 542,000.00 |
| Mar 31, 2014 | 542,000.00 |
| Sep 30, 2013 | 705,000.00 |
| Sep 30, 2013 | 705,000.00 |
| Jun 30, 2013 | 704,000.00 |
| Jun 30, 2013 | 704,000.00 |
| Mar 31, 2013 | 1.06 Mn |
| Mar 31, 2013 | 1.06 Mn |
| Dec 31, 2012 | 802,000.00 |
| Dec 31, 2012 | 802,000.00 |
| Sep 30, 2012 | -633,000.00 |
| Sep 30, 2012 | -633,000.00 |
| Jun 30, 2012 | -205,000.00 |
| Jun 30, 2012 | -205,000.00 |
| Mar 31, 2012 | 35,000.00 |
| Mar 31, 2012 | 35,000.00 |
| Dec 31, 2011 | -2.01 Mn |
| Dec 31, 2011 | -2.01 Mn |
| Sep 30, 2011 | 2.13 Mn |
| Sep 30, 2011 | 2.13 Mn |
| Jun 30, 2011 | 3.72 Mn |
| Jun 30, 2011 | 3.72 Mn |
| Mar 31, 2011 | 33,000.00 |
| Mar 31, 2011 | 33,000.00 |
| Dec 31, 2010 | 5.63 Mn |
| Dec 31, 2010 | 5.63 Mn |
| Sep 30, 2010 | 399,000.00 |
| Sep 30, 2010 | 399,000.00 |