Westwood Holdings (WHG) Liabilities and Shareholders Equity (2010 - 2026)
Westwood Holdings' Liabilities and Shareholders Equity was $155.38 million in Q2 2026, up 6.2% from $146.28 million a year earlier and up 3.3% from the prior quarter.
Powered by 
Analysis
Westwood Holdings (WHG) Liabilities and Shareholders Equity (2010 - 2026) Analysis & Trends
At the end of FY2025, Liabilities and Shareholders Equity at Westwood Holdings came in at $162.3 million, up 8.2% from FY2024.
- Liabilities and Shareholders Equity shows a five-year compound annual growth rate of 1.7% (FY2020 to FY2025).
- In earlier years, Liabilities and Shareholders Equity was $149.99 million in FY2024 (-3.3%), $155.17 million in FY2023 (+6.0%), $146.43 million in FY2022 (+4.9%) and $139.61 million in FY2021 (-6.4%).
- Quarterly Liabilities and Shareholders Equity has moved between $129.93 million (Q2 2022) and $162.3 million (Q4 2025) over five years.
- Compared with a year earlier, Liabilities and Shareholders Equity has increased for four straight quarters, with growth averaging 1.8% over the last eight quarters.
- The best year-over-year quarter for Liabilities and Shareholders Equity over five years was Q3 2023 (growth of 15.1%); the worst was Q2 2022 (a decline of 14.7%).
- Per Business Quant data, WHG's Liabilities and Shareholders Equity in the three quarters before Q2 2026 was $150.38 million (Q1 2026), $162.3 million (Q4 2025) and $154.05 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.03 Bn | 110.39 Bn | - | 175.88 Bn |
| 2 | Spdr Gold Trust | 134.08 Bn | -423.92 Bn | - | 130.10 Bn |
| 3 | Blackstone | 84.38 Bn | 79.31 Bn | - | 49.89 Bn |
| 4 | Brookfield | 81.99 Bn | -83.40 Bn | 4.47 Bn | 15.39 Bn |
| 5 | Kkr | 81.98 Bn | 48.46 Bn | - | 414.46 Bn |
| 6 | Brookfield Asset Management | 71.20 Bn | 67.45 Bn | - | 20.08 Bn |
| 7 | Apollo Global Management | 66.86 Bn | 4.54 Bn | 10.56 Bn | 494.05 Bn |
| 8 | Wheaton Precious Metals | 60.68 Bn | 56.11 Bn | 687.86 Mn | 12.16 Bn |
| 9 | Franco Nevada | 45.90 Bn | 43.27 Bn | 451.00 Mn | 8.92 Bn |
| 10 | Westwood Holdings | 167.88 Mn | -1.24 Mn | - | 155.38 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |
API Access
Westwood Holdings Liabilities and Shareholders Equity API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=liabilities-and-shareholders-equity&ticker=WHG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "liabilities-and-shareholders-equity", "ticker": "WHG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=liabilities-and-shareholders-equity&ticker=WHG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();