Westwood Holdings (WHG) Invested Capital (2010 - 2026)
Westwood Holdings' quarterly Invested Capital came in at $125.0 million in Q1 2026, up 2.94% year-on-year from $121.4 million in Q1 2025, and down 0.52% quarter-over-quarter from $125.6 million in Q4 2025.
Westwood Holdings has reported Invested Capital for 17 years, with the latest figure at $125.0 million in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital rose 2.94% year-over-year to $125.0 million; the trailing twelve-month figure through Mar 2026 stood at $125.0 million (up 2.94% YoY), and the FY2025 full-year result was $125.6 million, up 242.3% from the prior year.
- Invested Capital for Q1 2026 stood at $125.0 million, down from $125.6 million in the prior quarter.
- The five-year high for Invested Capital was $125.6 million in Q4 2025, with the low at -$88.3 million in Q4 2024.
- Average Invested Capital over 5 years is $83.1 million, with a median of $120.4 million recorded in 2024.
- Year-over-year, Invested Capital surged 97980.84% in 2022 and slumped 173.05% in 2024.
- Tracing WHG's Invested Capital over 5 years: stood at $110.6 million in 2022, then gained by 10.56% to $122.3 million in 2023, then slumped by 172.16% to -$88.3 million in 2024, then surged by 242.3% to $125.6 million in 2025, then dropped 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.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 Bn |
| 10 | Westwood Holdings | 135.80 Mn | 97.91 Mn | 24.31 Mn | 124.96 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 124.96 Mn |
| Dec 31, 2025 | 125.62 Mn |
| Sep 30, 2025 | 123.90 Mn |
| Jun 30, 2025 | 122.36 Mn |
| Mar 31, 2025 | 121.39 Mn |
| Dec 31, 2024 | -88.28 Mn |
| Sep 30, 2024 | 120.38 Mn |
| Jun 30, 2024 | -88.01 Mn |
| Mar 31, 2024 | -86.93 Mn |
| Dec 31, 2023 | 122.33 Mn |
| Sep 30, 2023 | 119.80 Mn |
| Jun 30, 2023 | 120.47 Mn |
| Mar 31, 2023 | 123.76 Mn |
| Dec 31, 2022 | 110.65 Mn |
| Sep 30, 2022 | 113.51 Mn |
| Jun 30, 2022 | 115.10 Mn |
| Mar 31, 2022 | 111.87 Mn |
| Dec 31, 2021 | 117.91 Mn |
| Sep 30, 2021 | 115,728.00 |
| Jun 30, 2021 | 115.72 Mn |
| Mar 31, 2021 | 117.26 Mn |
| Dec 31, 2020 | 130.71 Mn |
| Sep 30, 2020 | 126,492.00 |
| Jun 30, 2020 | 134,676.00 |
| Mar 31, 2020 | 133,445.00 |
| Dec 31, 2019 | 148.29 Mn |
| Sep 30, 2019 | 150,059.00 |
| Jun 30, 2019 | 131,429.00 |
| Mar 31, 2019 | 138,389.00 |
| Dec 31, 2018 | 161.15 Mn |
| Sep 30, 2018 | 164.67 Mn |
| Jun 30, 2018 | 153,986.00 |
| Mar 31, 2018 | 156,110.00 |
| Dec 31, 2017 | 156.40 Mn |
| Sep 30, 2017 | 155.43 Mn |
| Jun 30, 2017 | 151.32 Mn |
| Mar 31, 2017 | 144.84 Mn |
| Dec 31, 2016 | 146.07 Mn |
| Sep 30, 2016 | 140.85 Mn |
| Jun 30, 2016 | 137.62 Mn |
| Mar 31, 2016 | 138.32 Mn |
| Dec 31, 2015 | 142.99 Mn |
| Sep 30, 2015 | 139.24 Mn |
| Jun 30, 2015 | 133.61 Mn |
| Mar 31, 2015 | 108.93 Mn |
| Dec 31, 2014 | 110.01 Mn |
| Sep 30, 2014 | 104.90 Mn |
| Jun 30, 2014 | 98.00 Mn |
| Mar 31, 2014 | 89.77 Mn |
| Dec 31, 2013 | 88.66 Mn |
| Sep 30, 2013 | 83.48 Mn |
| Jun 30, 2013 | 79.43 Mn |
| Dec 31, 2012 | 76.55 Mn |
| Mar 31, 2012 | 70.26 Mn |
| Dec 31, 2011 | 71.06 Mn |
| Sep 30, 2011 | 66.52 Mn |
| Jun 30, 2011 | 66.53 Mn |
| Dec 31, 2010 | 60.68 Mn |