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

Westwood Holdings (WHG) recorded quarterly Long-Term Investments of $4.3 million in Q1 2026, down 1.14% quarter-over-quarter from $4.3 million in Q4 2025, and up 1.09% on a YoY basis from $4.2 million in Q1 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 was $4.3 million for Q1 2026 at Westwood Holdings, down from $4.3 million in the prior quarter.
  • In the past five years, Long-Term Investments ranged from a high of $6.6 million in Q4 2022 to a low of $4.2 million in Q2 2023.
  • Historically, Long-Term Investments has averaged $4.5 million across 5 years, with a median of $4.3 million in 2025.
  • The sharpest annual moves came in 2023 and 2024: Long-Term Investments sank 34.83% in 2023, then advanced 9.52% in 2024.
  • A 5-year view of Long-Term Investments shows it stood at $6.6 million in 2022, then plunged 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.
  • 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 163.18 Bn 153.56 Bn - 14.57 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 32.75 Bn
3 Kkr 86.45 Bn 133.96 Bn - 77.47 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 3.10 Bn
5 State Street 46.95 Bn 21.27 Bn - 586.00 Mn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 2.51 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - 399.00 Mn
9 Ares Management 29.04 Bn 32.41 Bn - -1.48 Bn
10 Westwood Holdings 156.37 Mn 118.48 Mn 24.31 Mn 4.25 Mn

Historic Data

Download Data
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