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