Westwood Holdings (WHG) Operating Income (2017 - 2026)
Westwood Holdings (WHG) posted Operating Income of $2.1 million for Q2 2026, up 237.97% on a QoQ basis from -$1.5 million in Q1 2026, and up 137.79% year-over-year from $868000.0 in Q2 2025.
Analysis
Westwood Holdings (WHG) Operating Income (2017 - 2026) Analysis & Trends
Westwood Holdings has reported Operating Income for 10 years, with the latest figure at $2.1 million in Q2 2026.
- On a quarterly basis, Operating Income rose 137.79% year-over-year to $2.1 million in Q2 2026; TTM through Jun 2026 was $4.7 million, a 65.36% increase from a year earlier, with the FY2025 full-year figure at $5.0 million, up 499.16% from the prior year.
- Operating Income was $2.1 million for Q2 2026 at Westwood Holdings, up from -$1.5 million in the prior quarter.
- The five-year high for Operating Income was $3.7 million in Q2 2023, with the low at -$4.2 million in Q2 2024.
- Average Operating Income over 5 years is $416833.3, with a median of $641500.0 recorded in 2022.
- The sharpest annual moves came in 2023 and 2026: Operating Income soared 1021.86% in 2023, then sank 2100.0% in 2026.
- Over 5 years, Operating Income stood at -$3.8 million in 2022, then surged by 174.66% to $2.8 million in 2023, then dropped by 9.92% to $2.6 million in 2024, then retreated by 15.5% to $2.2 million in 2025, then fell by 4.62% to $2.1 million in 2026.
- The last three Operating Income figures came in at $2.1 million (Q2 2026), -$1.5 million (Q1 2026), and $2.2 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Op. Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 166.84 Bn | 152.97 Bn | - | 2.46 Bn |
| 2 | Spdr Gold Trust | 146.01 Bn | -412.00 Bn | - | -149.76 Mn |
| 3 | Ishares Gold Trust | 30.54 Bn | -29.57 Bn | - | -43.37 Mn |
| 4 | World Gold Trust | 29.53 Bn | -73.54 Bn | - | -7.55 Mn |
| 5 | Principal Financial | 24.58 Bn | -28.39 Bn | 1.91 Bn | 1.30 Bn |
| 6 | iShares Silver Trust | 22.65 Bn | -5.56 Bn | - | -44.44 Mn |
| 7 | Franklin Resources | 17.60 Bn | 13.88 Bn | - | 215.80 Mn |
| 8 | Invesco | 14.52 Bn | 13.60 Bn | 1.79 Bn | 364.20 Mn |
| 9 | Affiliated Managers | 9.42 Bn | 9.01 Bn | - | - |
| 10 | Westwood Holdings | 161.22 Mn | 118.99 Mn | - | 2.06 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.06 Mn |
| Mar 31, 2026 | -1.50 Mn |
| Dec 31, 2025 | 2.16 Mn |
| Sep 30, 2025 | 2.01 Mn |
| Jun 30, 2025 | 868,000.00 |
| Mar 31, 2025 | -68,000.00 |
| Dec 31, 2024 | 2.56 Mn |
| Sep 30, 2024 | -494,000.00 |
| Jun 30, 2024 | -4.18 Mn |
| Mar 31, 2024 | 2.94 Mn |
| Dec 31, 2023 | 2.84 Mn |
| Sep 30, 2023 | -1.45 Mn |
| Jun 30, 2023 | 3.67 Mn |
| Mar 31, 2023 | 946,000.00 |
| Dec 31, 2022 | -3.81 Mn |
| Sep 30, 2022 | -1.08 Mn |
| Jun 30, 2022 | -398,000.00 |
| Mar 31, 2022 | 415,000.00 |
| Dec 31, 2021 | 2.37 Mn |
| Sep 30, 2021 | 2.04 Mn |