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
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
Dec 31, 2021 4.51 Mn
Sep 30, 2021 4.46 Mn
Jun 30, 2021 4.46 Mn