Westwood Holdings (WHG) Long-Term Investments (2018 - 2026)
Westwood Holdings' (WHG) 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 (WHG) Long-Term Investments (2018 - 2026) Analysis & Trends
Westwood Holdings' Long-Term Investments history runs 9 years deep, the most recent figure standing at $4.3 million for Q1 2026.
- On a quarterly basis, Long-Term Investments rose 1.09% year-over-year to $4.3 million in Q1 2026; TTM through Mar 2026 was $4.3 million, a 1.09% increase from a year earlier, with the FY2025 full-year figure at $4.3 million, up 1.25% from the prior year.
- Long-Term Investments fell to $4.3 million in Q1 2026 per WHG's latest filing, from $4.3 million in the prior quarter.
- Across five years, Long-Term Investments topped out at $6.6 million in Q4 2022 and bottomed at $4.2 million in Q2 2023.
- The 5-year median for Long-Term Investments is $4.3 million (2025), against an average of $4.5 million.
- Across the five-year window, Long-Term Investments jumped 45.67% in 2022 and sank 34.83% in 2023, its largest moves.
- Year by year, Long-Term Investments stood at $6.6 million in 2022, then slumped by 34.83% to $4.3 million in 2023, then dropped by 0.79% to $4.2 million in 2024, then increased by 1.25% to $4.3 million in 2025, then dropped by 1.14% to $4.3 million in 2026.
- Per Business Quant, the three latest WHG Long-Term Investments figures stand at $4.3 million (Q1 2026), $4.3 million (Q4 2025), and $4.3 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | 82.87 Bn |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 14.57 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 32.75 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 2.28 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 3.88 Bn |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 58.97 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | - |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 399.00 Mn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 3.17 Bn |
| 10 | Westwood Holdings | 163.51 Mn | 124.51 Mn | - | 4.25 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Dec 31, 2021 | 4.51 Mn |
| Sep 30, 2021 | 4.46 Mn |
| Jun 30, 2021 | 4.46 Mn |