Growth Metrics

Westwood Holdings (WHG) Gross Margin (2010 - 2026)

Westwood Holdings' quarterly Gross Margin came in at 97.36% in Q1 2026, up 62.0% year-on-year from 60.1% in Q1 2025, and little changed quarter-over-quarter from 97.44% in Q4 2025.

Westwood Holdings has reported Gross Margin for 17 years, with the latest figure at 97.36% in Q1 2026.

  • For the quarter ending Q1 2026, Gross Margin rose 62.0% year-over-year to 97.36%; the trailing twelve-month figure through Mar 2026 stood at 97.34% (up 109.0% YoY), and the FY2025 full-year result was 97.19%, up 1.0% from the prior year.
  • Gross Margin for Q1 2026 stood at 97.36%, roughly flat from 97.44% in the prior quarter.
  • The five-year high for Gross Margin was 98.12% in Q3 2022, with the low at 95.16% in Q2 2024.
  • Average Gross Margin over 5 years is 96.65%, with a median of 96.73% recorded in 2025.
  • Year-over-year, Gross Margin sank 191 bps in 2023 and jumped 200 bps in 2025.
  • Tracing WHG's Gross Margin over 5 years: stood at 96.51% in 2022, then decreased by 1 bps to 95.82% in 2023, then grew by 1 bps to 96.87% in 2024, then climbed by 1 bps to 97.44% in 2025, then declined by 0 bps to 97.36% in 2026.
  • The last three Gross Margin figures came in at 97.36% (Q1 2026), 97.44% (Q4 2025), and 97.39% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Gross Margin (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 99.70%
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 93.51%
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 97.36%

Historic Data

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DateValue
Mar 31, 2026 97.36%
Dec 31, 2025 97.44%
Sep 30, 2025 97.39%
Jun 30, 2025 97.16%
Mar 31, 2025 96.73%
Dec 31, 2024 96.87%
Sep 30, 2024 95.82%
Jun 30, 2024 95.16%
Mar 31, 2024 96.35%
Dec 31, 2023 95.82%
Sep 30, 2023 96.22%
Jun 30, 2023 95.63%
Mar 31, 2023 95.96%
Dec 31, 2022 96.51%
Sep 30, 2022 98.12%
Jun 30, 2022 97.09%
Mar 31, 2022 97.37%
Dec 31, 2021 98.00%
Sep 30, 2021 98.37%
Jun 30, 2021 97.88%
Mar 31, 2021 98.74%
Dec 31, 2020 98.55%
Sep 30, 2020 98.61%
Jun 30, 2020 98.41%
Mar 31, 2020 97.13%
Dec 31, 2019 97.22%
Sep 30, 2019 97.46%
Jun 30, 2019 97.63%
Mar 31, 2019 97.78%
Dec 31, 2018 97.95%
Sep 30, 2018 98.16%
Jun 30, 2018 98.75%
Mar 31, 2018 98.68%
Dec 31, 2017 98.25%
Sep 30, 2017 98.64%
Jun 30, 2017 98.48%
Mar 31, 2017 98.54%
Dec 31, 2016 98.40%
Sep 30, 2016 98.72%
Jun 30, 2016 97.79%
Mar 31, 2016 98.87%
Dec 31, 2015 98.32%
Sep 30, 2015 98.71%
Jun 30, 2015 98.67%
Mar 31, 2015 98.67%
Dec 31, 2014 97.94%
Sep 30, 2014 98.47%
Jun 30, 2014 98.79%
Mar 31, 2014 98.89%
Dec 31, 2013 98.79%
Sep 30, 2013 98.58%
Jun 30, 2013 98.58%
Mar 31, 2013 98.57%
Dec 31, 2012 98.50%
Sep 30, 2012 98.15%
Jun 30, 2012 98.70%
Mar 31, 2012 98.81%
Dec 31, 2011 98.07%
Sep 30, 2011 98.62%
Jun 30, 2011 98.69%
Mar 31, 2011 98.84%
Dec 31, 2010 98.35%
Sep 30, 2010 98.66%
Jun 30, 2010 98.07%