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| 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 |
| Sep 30, 2021 | 4.46 Mn |
| Jun 30, 2021 | 4.46 Mn |
| Mar 31, 2021 | 4.46 Mn |