Growth Metrics

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

Westwood Holdings' quarterly Liabilities and Shareholders Equity came in at $150.4 million in Q1 2026, up 11.4% year-on-year from $135.0 million in Q1 2025, and down 7.35% quarter-over-quarter from $162.3 million in Q4 2025.

Westwood Holdings has reported Liabilities and Shareholders Equity for 17 years, with the latest figure at $150.4 million in Q1 2026.

  • For the quarter ending Q1 2026, Liabilities and Shareholders Equity rose 11.4% year-over-year to $150.4 million; the trailing twelve-month figure through Mar 2026 stood at $613.0 million (up 4.99% YoY), and the FY2025 full-year result 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.
  • Average Liabilities and Shareholders Equity over 5 years is $145.5 million, with a median of $147.4 million recorded in 2024.
  • Year-over-year, Liabilities and Shareholders Equity decreased 14.67% in 2022 and increased 15.09% in 2023.
  • Tracing WHG's Liabilities and Shareholders Equity over 5 years: stood at $146.4 million in 2022, then gained by 5.97% to $155.2 million in 2023, then decreased by 3.34% to $150.0 million in 2024, then increased by 8.21% to $162.3 million in 2025, then retreated by 7.35% to $150.4 million in 2026.
  • The last three Liabilities and Shareholders Equity figures came in at $150.4 million (Q1 2026), $162.3 million (Q4 2025), and $154.0 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Liabilities and Shareholders Equity (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 170.24 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 48.33 Bn
3 Kkr 84.94 Bn 132.45 Bn - 412.08 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 17.94 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 467.53 Bn
6 State Street 44.42 Bn 18.75 Bn - 392.17 Bn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 184.45 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 174.57 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 28.39 Bn
10 Westwood Holdings 135.80 Mn 97.91 Mn 24.31 Mn 150.38 Mn

Historic Data

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DateValue
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
Jun 30, 2021 152.26 Mn
Mar 31, 2021 149.66 Mn
Dec 31, 2020 149.15 Mn
Sep 30, 2020 144.38 Mn
Jun 30, 2020 147.42 Mn
Mar 31, 2020 157.80 Mn
Dec 31, 2019 178.71 Mn
Sep 30, 2019 177.31 Mn
Jun 30, 2019 179.49 Mn
Mar 31, 2019 181.15 Mn
Dec 31, 2018 199.18 Mn
Sep 30, 2018 192.63 Mn
Jun 30, 2018 184.27 Mn
Mar 31, 2018 175.12 Mn
Dec 31, 2017 192.66 Mn
Sep 30, 2017 191.36 Mn
Jun 30, 2017 175.93 Mn
Mar 31, 2017 175.93 Mn
Dec 31, 2016 179.68 Mn
Sep 30, 2016 169.70 Mn
Jun 30, 2016 169.70 Mn
Mar 31, 2016 164.45 Mn
Dec 31, 2015 181.34 Mn
Sep 30, 2015 166.22 Mn
Jun 30, 2015 156.11 Mn
Mar 31, 2015 126.86 Mn
Dec 31, 2014 139.87 Mn
Sep 30, 2014 132.62 Mn
Jun 30, 2014 115.19 Mn
Mar 31, 2014 101.42 Mn
Dec 31, 2013 116.05 Mn
Sep 30, 2013 104.90 Mn
Jun 30, 2013 95.20 Mn
Mar 31, 2013 81.27 Mn
Dec 31, 2012 96.62 Mn
Sep 30, 2012 91.94 Mn
Jun 30, 2012 86.10 Mn
Mar 31, 2012 81.27 Mn
Dec 31, 2011 90.60 Mn
Sep 30, 2011 84.20 Mn
Jun 30, 2011 80.72 Mn
Dec 31, 2010 72.63 Mn