Westwood Holdings (WHG) Invested Capital (2010 - 2026)

Westwood Holdings' Invested Capital history runs 17 years deep, the most recent figure standing at $125.0 million for Q1 2026.

• In Q1 2026, Invested Capital rose 2.94% year-over-year to $125.0 million; the TTM figure through Mar 2026 stood at $125.0 million (up 2.94% YoY), while the FY2025 annual figure was $125.6 million, up 242.3% from the prior year.
• Invested Capital was $125.0 million for Q1 2026 at Westwood Holdings, down from $125.6 million in the prior quarter.
• In the past five years, Invested Capital ranged from a high of $125.6 million in Q4 2025 to a low of -$88.3 million in Q4 2024.
• Historically, Invested Capital has averaged $83.1 million across 5 years, with a median of $120.4 million in 2024.
• The sharpest annual moves came in 2022 and 2024: Invested Capital soared 97980.84% in 2022, then slumped 173.05% in 2024.
• A 5-year view of Invested Capital shows it stood at $110.6 million in 2022, then rose by 10.56% to $122.3 million in 2023, then tumbled by 172.16% to -$88.3 million in 2024, then jumped by 242.3% to $125.6 million in 2025, then slipped by 0.52% to $125.0 million in 2026.
• The last three Invested Capital figures came in at $125.0 million (Q1 2026), $125.6 million (Q4 2025), and $123.9 million (Q3 2025), per Business Quant data.