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

Westwood Holdings' (WHG) 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 (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.

  • On a quarterly basis, Liabilities and Shareholders Equity rose 11.4% year-over-year to $150.4 million in Q1 2026; TTM through Mar 2026 was $613.0 million, a 4.99% increase from a year earlier, with the FY2025 full-year figure at $162.3 million, up 8.21% from the prior year.
  • Liabilities and Shareholders Equity slipped to $150.4 million in Q1 2026 per WHG's latest filing, from $162.3 million in the prior quarter.
  • Across five years, Liabilities and Shareholders Equity topped out at $162.3 million in Q4 2025 and bottomed 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.
  • Across the five-year window, Liabilities and Shareholders Equity decreased 14.67% in 2022 and increased 15.09% in 2023, its largest moves.
  • Year by year, Liabilities and Shareholders Equity stood at $146.4 million in 2022, then rose by 5.97% to $155.2 million in 2023, then retreated by 3.34% to $150.0 million in 2024, then grew by 8.21% to $162.3 million in 2025, then fell by 7.35% to $150.4 million in 2026.
  • Per Business Quant, the three latest WHG Liabilities and Shareholders Equity figures stand at $150.4 million (Q1 2026), $162.3 million (Q4 2025), and $154.0 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Liabilities and Shareholders Equity (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - 170.24 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 48.33 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 467.53 Bn
5 State Street 51.30 Bn 51.30 Bn - 392.17 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 184.45 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - 174.57 Bn
8 Raymond James Financial 32.59 Bn 17.67 Bn - 91.94 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - 14.39 Bn
10 Westwood Holdings 163.51 Mn 124.51 Mn - 150.38 Mn

Historic Data

Download Data
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