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| 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 |