Westwood Holdings WHG
NYSE WHG
$19.65 +0.02 (+0.10%)
At close: Aug 21, 2026 · 4:00 PM EDT

Westwood Holdings (WHG) Liabilities and Shareholders Equity (2010 - 2026)

Westwood Holdings (WHG) posted quarterly Liabilities and Shareholders Equity of $150.4 million for Q1 2026, up 11.4% year-over-year from $135.0 million in Q1 2025, and down 7.35% quarter-over-quarter from $162.3 million in Q4 2025.

Westwood Holdings (WHG) Liabilities and Shareholders Equity (2010 - 2026) Analysis & Trends

Westwood Holdings' Liabilities and Shareholders Equity history runs 17 years deep, the most recent figure standing at $150.4 million for Q1 2026.

  • In Q1 2026, Liabilities and Shareholders Equity rose 11.4% year-over-year to $150.4 million; the TTM figure through Mar 2026 stood at $613.0 million (up 4.99% YoY), while the FY2025 annual figure was $162.3 million, up 8.21% from the prior year.
  • Liabilities and Shareholders Equity for Q1 2026 stood at $150.4 million, down from $162.3 million in the prior quarter.
  • The five-year high for Liabilities and Shareholders Equity was $162.3 million in Q4 2025, with the low at $129.9 million in Q2 2022.
  • The 5-year median for Liabilities and Shareholders Equity is $147.4 million (2024), against an average of $145.5 million.
  • The sharpest annual moves came in 2022 and 2023: Liabilities and Shareholders Equity declined 14.67% in 2022, then advanced 15.09% in 2023.
  • Westwood Holdings' Liabilities and Shareholders Equity stood at $146.4 million in 2022, then increased by 5.97% to $155.2 million in 2023, then fell by 3.34% to $150.0 million in 2024, then climbed by 8.21% to $162.3 million in 2025, then declined by 7.35% to $150.4 million in 2026.
  • Business Quant data shows WHG's Liabilities and Shareholders Equity at $150.4 million in Q1 2026, $162.3 million in Q4 2025, and $154.0 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Liabilities and Shareholders Equity (Qtr)
1 BlackRock 179.54 Bn 165.67 Bn - 175.88 Bn
2 Blackstone 114.83 Bn 112.32 Bn - 49.89 Bn
3 Kkr 97.26 Bn -179.81 Bn - -
4 Brookfield 93.07 Bn 45.66 Bn - 525.52 Bn
5 Brookfield Asset Management 83.46 Bn 81.96 Bn - 20.08 Bn
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn 494.05 Bn
7 State Street 51.66 Bn 51.66 Bn - 418.38 Bn
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn 197.87 Bn
9 Raymond James Financial 33.99 Bn 20.74 Bn - 94.24 Bn
10 Westwood Holdings 169.39 Mn 127.16 Mn - 155.38 Mn

Historic Data

Download Data
DateValue
Jun 30, 2026 155.38 Mn
Mar 31, 2026 150.38 Mn
Dec 31, 2025 162.30 Mn
Sep 30, 2025 154.05 Mn
Jun 30, 2025 146.28 Mn
Mar 31, 2025 134.99 Mn
Dec 31, 2024 149.99 Mn
Sep 30, 2024 151.50 Mn
Jun 30, 2024 147.37 Mn
Mar 31, 2024 149.04 Mn
Dec 31, 2023 155.17 Mn
Sep 30, 2023 150.75 Mn
Jun 30, 2023 142.11 Mn
Mar 31, 2023 141.80 Mn
Dec 31, 2022 146.43 Mn
Sep 30, 2022 130.99 Mn
Jun 30, 2022 129.93 Mn
Mar 31, 2022 131.02 Mn
Dec 31, 2021 139.61 Mn
Sep 30, 2021 135.26 Mn