Growth Metrics

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

Westwood Holdings' quarterly Non Operating Investment Income came in at -$15000.0 in Q1 2026, up 77.94% quarter-over-quarter from -$68000.0 in Q4 2025.

Westwood Holdings has reported Non Operating Investment Income for 7 years, with the latest figure at -$15000.0 in Q1 2026.

  • For the quarter ending Q1 2026, Non Operating Investment Income changed N/A year-over-year to -$15000.0; the trailing twelve-month figure through Mar 2026 stood at $1.8 million (changed N/A YoY), and the FY2025 full-year result was $1.9 million, changed N/A from the prior year.
  • Non Operating Investment Income for Q1 2026 stood at -$15000.0, up from -$68000.0 in the prior quarter.
  • The five-year high for Non Operating Investment Income was $1.9 million in Q3 2025, with the low at -$1.6 million in Q4 2022.
  • Average Non Operating Investment Income over 4 years is $127000.0, with a median of -$15000.0 recorded in 2026.
  • Year-over-year, Non Operating Investment Income tumbled 1815.38% in 2022 and soared 186.48% in 2023.
  • Tracing WHG's Non Operating Investment Income over 4 years: stood at -$1.6 million in 2022, then surged by 186.48% to $1.4 million in 2023, then plunged by 104.85% to -$68000.0 in 2025, then jumped 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 158.51 Bn 148.89 Bn - 72.00 Mn
2 Blackstone 92.68 Bn 91.63 Bn - 1.14 Bn
3 Kkr 84.94 Bn 132.45 Bn - -652.70 Mn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn -15.00 Mn
6 State Street 44.42 Bn 18.75 Bn - 1.00 Mn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn -
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -9.78 Mn
10 Westwood Holdings 135.80 Mn 97.91 Mn 24.31 Mn -15,000.00

Historic Data

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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
Sep 30, 2021 -13,000.00
Sep 30, 2021 -13,000.00
Jun 30, 2021 215,000.00
Jun 30, 2021 215,000.00
Mar 31, 2021 -2.33 Mn
Mar 31, 2021 -2.33 Mn
Dec 31, 2020 198,000.00
Dec 31, 2020 198,000.00
Sep 30, 2020 -73,000.00
Sep 30, 2020 -73,000.00
Jun 30, 2020 159,000.00
Jun 30, 2020 159,000.00
Mar 31, 2020 -995,000.00
Mar 31, 2020 -995,000.00
Dec 31, 2019 3.30 Mn
Dec 31, 2019 3.30 Mn