Westwood Holdings (WHG) Non Operating Investment Income (2019 - 2026)

Westwood Holdings (WHG) recorded quarterly Non Operating Investment Income of -$15000.0 in Q1 2026, up 77.94% quarter-over-quarter from -$68000.0 in Q4 2025.

Westwood Holdings (WHG) Non Operating Investment Income (2019 - 2026) Analysis & Trends

Westwood Holdings' Non Operating Investment Income history runs 7 years deep, the most recent figure standing at -$15000.0 for Q1 2026.

  • In Q1 2026, Non Operating Investment Income changed N/A year-over-year to -$15000.0; the TTM figure through Mar 2026 stood at $1.8 million (changed N/A YoY), while the FY2025 annual figure was $1.9 million, changed N/A from the prior year.
  • Non Operating Investment Income was -$15000.0 for Q1 2026 at Westwood Holdings, up from -$68000.0 in the prior quarter.
  • In the past five years, Non Operating Investment Income ranged from a high of $1.9 million in Q3 2025 to a low of -$1.6 million in Q4 2022.
  • Historically, Non Operating Investment Income has averaged $127000.0 across 4 years, with a median of -$15000.0 in 2026.
  • The sharpest annual moves came in 2022 and 2023: Non Operating Investment Income tumbled 1815.38% in 2022, then jumped 186.48% in 2023.
  • A 4-year view of Non Operating Investment Income shows it stood at -$1.6 million in 2022, then jumped by 186.48% to $1.4 million in 2023, then sank by 104.85% to -$68000.0 in 2025, then soared by 77.94% to -$15000.0 in 2026.
  • The last three Non Operating Investment Income figures came in at -$15000.0 (Q1 2026), -$68000.0 (Q4 2025), and $1.9 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Non Operating Investment Income (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 72.00 Mn
2 Blackstone 96.85 Bn 95.80 Bn - 1.14 Bn
3 Kkr 86.45 Bn 133.96 Bn - -652.70 Mn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn -15.00 Mn
5 State Street 46.95 Bn 21.27 Bn - 1.00 Mn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn -
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - -9.78 Mn
10 Westwood Holdings 156.37 Mn 118.48 Mn 24.31 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 1.40 Mn
Dec 31, 2023 1.40 Mn
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 3.05 Mn
Dec 31, 2021 3.05 Mn