Westwood Holdings WHG
NYSE WHG
$19.65 +0.02 (+0.10%)
At close: Aug 21, 2026 · 4:00 PM EDT

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

Westwood Holdings (WHG) posted quarterly Long-Term Investments of $4.3 million for Q1 2026, up 1.09% year-over-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.

  • In Q1 2026, Long-Term Investments rose 1.09% year-over-year to $4.3 million; the TTM figure through Mar 2026 stood at $4.3 million (up 1.09% YoY), while the FY2025 annual figure 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.
  • The 5-year median for Long-Term Investments is $4.3 million (2025), against an average of $4.5 million.
  • The sharpest annual moves came in 2022 and 2023: Long-Term Investments jumped 45.67% in 2022, then plunged 34.83% in 2023.
  • Westwood Holdings' Long-Term Investments stood at $6.6 million in 2022, then tumbled by 34.83% to $4.3 million in 2023, then slipped by 0.79% to $4.2 million in 2024, then grew by 1.25% to $4.3 million in 2025, then slipped by 1.14% to $4.3 million in 2026.
  • Business Quant data shows WHG's Long-Term Investments at $4.3 million in Q1 2026, $4.3 million in Q4 2025, and $4.3 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 BlackRock 179.54 Bn 165.67 Bn - 15.14 Bn
2 Blackstone 114.83 Bn 112.32 Bn - 34.59 Bn
3 Kkr 97.26 Bn -179.81 Bn - 837.70 Mn
4 Brookfield 93.07 Bn 45.66 Bn - 87.68 Bn
5 Brookfield Asset Management 83.46 Bn 81.96 Bn - 10.36 Bn
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn 333.84 Bn
7 State Street 51.66 Bn 51.66 Bn - 4.10 Bn
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn 59.65 Bn
9 Raymond James Financial 33.99 Bn 20.74 Bn - 383.00 Mn
10 Westwood Holdings 169.39 Mn 127.16 Mn - 4.20 Mn

Historic Data

Download Data
DateValue
Jun 30, 2026 4.20 Mn
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