Westwood Holdings (WHG) Long-Term Investments (2018 - 2026)
Westwood Holdings (WHG) recorded Long-Term Investments of $4.2 million in Q2 2026, unchanged from $4.2 million a year earlier and down 1.4% from the prior quarter.
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Analysis
Westwood Holdings (WHG) Long-Term Investments (2018 - 2026) Analysis & Trends
At the end of FY2025, Westwood Holdings reported Long-Term Investments of $4.3 million, up 1.2% from FY2024.
- Annual Long-Term Investments has a five-year compound annual growth rate of -12.0% (FY2020 to FY2025).
- Across earlier years, Long-Term Investments came in at $4.25 million in FY2024 (-0.8%), $4.28 million in FY2023 (-34.8%), $6.57 million in FY2022 (+45.7%) and $4.51 million in FY2021 (-44.7%).
- The Q2 2026 figure is the lowest quarterly Long-Term Investments since Q2 2023.
- On a year-over-year basis, Long-Term Investments rose in three of the last eight quarters, with an average decline of 1.7%.
- Peak year-over-year performance for Long-Term Investments in the last five years was growth of 45.7% in Q4 2022, against a decline of 45.4% in Q3 2021 at the low end.
- Per Business Quant, the preceding three quarters came in at $4.25 million (Q1 2026), $4.3 million (Q4 2025) and $4.26 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 15.14 Bn |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 34.59 Bn |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | 58.52 Bn |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 316.77 Bn |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 10.36 Bn |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 333.84 Bn |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 147.62 Mn |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 1.22 Bn |
| 10 | Westwood Holdings | 173.94 Mn | 4.82 Mn | - | 4.20 Mn |
Historic Data
Download Data
Historic 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 |
API Access
Westwood Holdings Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=WHG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "WHG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=WHG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();