Growth Metrics

Westwood Holdings (WHG) Receivables Refunds (2017 - 2025)

Westwood Holdings' quarterly Receivables Refunds came in at $167000.0 in Q2 2025, down 82.33% year-on-year from $945000.0 in Q2 2024, and down 10.22% quarter-over-quarter from $186000.0 in Q1 2025.

Westwood Holdings has reported Receivables Refunds for 9 years, with the latest figure at $167000.0 in Q2 2025.

  • For the quarter ending Q2 2025, Receivables Refunds fell 82.33% year-over-year to $167000.0; the trailing twelve-month figure through Jun 2025 stood at $167000.0 (down 82.33% YoY), and the FY2024 full-year result was $295000.0, up 43.9% from the prior year.
  • Receivables Refunds for Q2 2025 stood at $167000.0, down from $186000.0 in the prior quarter.
  • The five-year high for Receivables Refunds was $945000.0 in Q2 2024, with the low at $79000.0 in Q3 2021.
  • Average Receivables Refunds over 5 years is $373800.0, with a median of $295000.0 recorded in 2024.
  • Year-over-year, Receivables Refunds slumped 86.29% in 2021 and soared 620.25% in 2022.
  • Tracing WHG's Receivables Refunds over 5 years: stood at $233000.0 in 2021, then soared by 91.42% to $446000.0 in 2022, then tumbled by 54.04% to $205000.0 in 2023, then surged by 43.9% to $295000.0 in 2024, then sank by 43.39% to $167000.0 in 2025.
  • The last three Receivables Refunds figures came in at $167000.0 (Q2 2025), $186000.0 (Q1 2025), and $295000.0 (Q4 2024), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Refund Receivables (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - -
2 Blackstone 92.68 Bn 91.63 Bn - -
3 Kkr 84.94 Bn 132.45 Bn - -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn -
6 State Street 44.42 Bn 18.75 Bn - -
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 - -
10 Westwood Holdings 135.80 Mn 97.91 Mn 24.31 Mn -

Historic Data

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DateValue
Jun 30, 2025 167,000.00
Mar 31, 2025 186,000.00
Dec 31, 2024 295,000.00
Sep 30, 2024 639,000.00
Jun 30, 2024 945,000.00
Dec 31, 2023 205,000.00
Sep 30, 2023 423,000.00
Dec 31, 2022 446,000.00
Sep 30, 2022 569,000.00
Jun 30, 2022 587,000.00
Mar 31, 2022 235,000.00
Dec 31, 2021 233,000.00
Sep 30, 2021 79,000.00
Jun 30, 2021 262,000.00
Mar 31, 2021 336,000.00
Dec 31, 2020 1.70 Mn
Sep 30, 2020 511,000.00
Jun 30, 2020 709,000.00
Mar 31, 2020 658,000.00
Dec 31, 2019 1.15 Mn
Sep 30, 2019 916,000.00
Jun 30, 2019 822,000.00
Mar 31, 2019 864,000.00
Dec 31, 2018 349,000.00
Sep 30, 2018 589,000.00
Mar 31, 2018 1.75 Mn
Dec 31, 2017 4.27 Mn
Sep 30, 2017 2.74 Mn