Growth Metrics

Westwood Holdings (WHG) Long-Term Investments (2018 - 2026)

Westwood Holdings' quarterly Long-Term Investments came in at $4.3 million in Q1 2026, up 1.09% year-on-year from $4.2 million in Q1 2025, and down 1.14% quarter-over-quarter from $4.3 million in Q4 2025.

Westwood Holdings has reported Long-Term Investments for 9 years, with the latest figure at $4.3 million in Q1 2026.

  • For the quarter ending Q1 2026, Long-Term Investments rose 1.09% year-over-year to $4.3 million; the trailing twelve-month figure through Mar 2026 stood at $4.3 million (up 1.09% YoY), and the FY2025 full-year result was $4.3 million, up 1.25% from the prior year.
  • Long-Term Investments for Q1 2026 stood at $4.3 million, down from $4.3 million in the prior quarter.
  • The five-year high for Long-Term Investments was $6.6 million in Q4 2022, with the low at $4.2 million in Q2 2023.
  • Average Long-Term Investments over 5 years is $4.5 million, with a median of $4.3 million recorded in 2025.
  • Year-over-year, Long-Term Investments sank 34.83% in 2023 and grew 9.52% in 2024.
  • Tracing WHG's Long-Term Investments over 5 years: stood at $6.6 million in 2022, then tumbled by 34.83% to $4.3 million in 2023, then declined by 0.79% to $4.2 million in 2024, then rose by 1.25% to $4.3 million in 2025, then declined by 1.14% to $4.3 million in 2026.
  • The last three Long-Term Investments figures came in at $4.3 million (Q1 2026), $4.3 million (Q4 2025), and $4.3 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 14.57 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 32.75 Bn
3 Kkr 84.94 Bn 132.45 Bn - 77.47 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 2.39 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 3.10 Bn
6 State Street 44.42 Bn 18.75 Bn - 586.00 Mn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 2.51 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -1.48 Bn
10 Westwood Holdings 135.80 Mn 97.91 Mn 24.31 Mn 4.25 Mn

Historic Data

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DateValue
Mar 31, 2026 4.25 Mn
Dec 31, 2025 4.30 Mn
Sep 30, 2025 4.26 Mn
Jun 30, 2025 4.20 Mn
Mar 31, 2025 4.21 Mn
Dec 31, 2024 4.25 Mn
Sep 30, 2024 4.21 Mn
Jun 30, 2024 4.58 Mn
Mar 31, 2024 4.52 Mn
Dec 31, 2023 4.28 Mn
Sep 30, 2023 4.26 Mn
Jun 30, 2023 4.18 Mn
Mar 31, 2023 4.23 Mn
Dec 31, 2022 6.57 Mn
Sep 30, 2022 4.46 Mn
Jun 30, 2022 4.46 Mn
Mar 31, 2022 4.46 Mn
Sep 30, 2021 4.46 Mn
Jun 30, 2021 4.46 Mn
Mar 31, 2021 4.46 Mn
Dec 31, 2020 3.53 Mn
Sep 30, 2020 8.15 Mn
Jun 30, 2020 8.15 Mn
Mar 31, 2020 8.15 Mn
Dec 31, 2019 4.24 Mn
Sep 30, 2019 5.43 Mn
Jun 30, 2019 5.68 Mn
Mar 31, 2019 5.68 Mn
Dec 31, 2018 5.43 Mn
Sep 30, 2018 5.43 Mn
Jun 30, 2018 5.00 Mn