Westwood Holdings (WHG) Non Operating Investment Income (2012 - 2026)

Westwood Holdings' (WHG) quarterly Non Operating Investment Income came in at -$15000.0 in Q1 2026, down 122.06% quarter-over-quarter from $68000.0 in Q4 2025.

Westwood Holdings (WHG) Non Operating Investment Income (2012 - 2026) Analysis & Trends

Westwood Holdings' Non Operating Investment Income history runs 8 years deep, the most recent figure standing at -$15000.0 for Q1 2026.

  • On a quarterly basis, Non Operating Investment Income changed N/A year-over-year to -$15000.0 in Q1 2026; TTM through Mar 2026 was $2.0 million, a N/A change from a year earlier, with the FY2025 full-year figure at $2.0 million, changed N/A from the prior year.
  • Non Operating Investment Income retreated to -$15000.0 in Q1 2026 per WHG's latest filing, from $68000.0 in the prior quarter.
  • Across five years, Non Operating Investment Income topped out at $1.9 million in Q3 2025 and bottomed at -$1.6 million in Q4 2022.
  • The 4-year median for Non Operating Investment Income is -$15000.0 (2026), against an average of -$15555.6.
  • Across the five-year window, Non Operating Investment Income tumbled 1815.38% in 2022 and soared 108.03% in 2023, its largest moves.
  • Year by year, Non Operating Investment Income stood at -$1.6 million in 2022, then soared by 98.89% to -$18000.0 in 2023, then surged by 477.78% to $68000.0 in 2025, then sank by 122.06% to -$15000.0 in 2026.
  • Per Business Quant, the three latest WHG Non Operating Investment Income figures stand at -$15000.0 (Q1 2026), $68000.0 (Q4 2025), and $1.9 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Non Operating Investment Income (Qtr)
1 Brookfield 1,261.80 Bn 1,217.21 Bn 18.56 Bn -
2 BlackRock 165.12 Bn 151.98 Bn - 72.00 Mn
3 Blackstone 103.58 Bn 101.13 Bn - 1.14 Bn
4 Brookfield Asset Management 76.31 Bn 75.26 Bn - -
5 Apollo Global Management 73.95 Bn 73.95 Bn -409.00 Mn 406.00 Mn
6 State Street 51.18 Bn 51.18 Bn - 1.00 Mn
7 Ameriprise Financial 50.08 Bn 40.82 Bn 4.57 Bn -
8 Raymond James Financial 34.03 Bn 19.06 Bn - -
9 Northern Trust 33.84 Bn 33.84 Bn - -
10 Westwood Holdings 166.82 Mn 127.83 Mn - -15,000.00

Historic Data

Download Data
DateValue
Mar 31, 2026 -15,000.00
Mar 31, 2026 -15,000.00
Dec 31, 2025 68,000.00
Dec 31, 2025 68,000.00
Sep 30, 2025 1.93 Mn
Sep 30, 2025 1.93 Mn
Dec 31, 2023 -18,000.00
Dec 31, 2023 -18,000.00
Jun 30, 2023 24,000.00
Jun 30, 2023 24,000.00
Dec 31, 2022 -1.62 Mn
Dec 31, 2022 -1.62 Mn
Sep 30, 2022 -249,000.00
Sep 30, 2022 -249,000.00
Jun 30, 2022 -299,000.00
Jun 30, 2022 -299,000.00
Mar 31, 2022 37,000.00
Mar 31, 2022 37,000.00
Dec 31, 2021 10.50 Mn
Dec 31, 2021 10.50 Mn