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| Date | Value |
|---|---|
| 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 |