Growth Metrics

Westwood Holdings (WHG) Research & Development (2010 - 2026)

Westwood Holdings' quarterly Research & Development came in at $2.6 million in Q1 2026, down 1.16% year-on-year from $2.7 million in Q1 2025, and little changed quarter-over-quarter from $2.6 million in Q4 2025.

Westwood Holdings has reported Research & Development for 17 years, with the latest figure at $2.6 million in Q1 2026.

  • For the quarter ending Q1 2026, Research & Development fell 1.16% year-over-year to $2.6 million; the trailing twelve-month figure through Mar 2026 stood at $10.9 million (up 8.21% YoY), and the FY2025 full-year result was $10.9 million, up 12.75% from the prior year.
  • Research & Development for Q1 2026 stood at $2.6 million, roughly flat from $2.6 million in the prior quarter.
  • The five-year high for Research & Development was $2.9 million in Q3 2025, with the low at $1.8 million in Q1 2022.
  • Average Research & Development over 5 years is $2.4 million, with a median of $2.4 million recorded in 2023.
  • Year-over-year, Research & Development fell 18.31% in 2022 and soared 38.93% in 2023.
  • Tracing WHG's Research & Development over 5 years: stood at $2.1 million in 2022, then gained by 12.5% to $2.4 million in 2023, then increased by 3.51% to $2.4 million in 2024, then grew by 7.35% to $2.6 million in 2025, then grew by 0.23% to $2.6 million in 2026.
  • The last three Research & Development figures came in at $2.6 million (Q1 2026), $2.6 million (Q4 2025), and $2.9 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) R&D (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 - 637.00 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 - -
10 Westwood Holdings 135.80 Mn 97.91 Mn 24.31 Mn 2.64 Mn

Historic Data

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DateValue
Mar 31, 2026 2.64 Mn
Dec 31, 2025 2.63 Mn
Sep 30, 2025 2.89 Mn
Jun 30, 2025 2.70 Mn
Mar 31, 2025 2.67 Mn
Dec 31, 2024 2.45 Mn
Sep 30, 2024 2.57 Mn
Jun 30, 2024 2.35 Mn
Mar 31, 2024 2.29 Mn
Dec 31, 2023 2.37 Mn
Sep 30, 2023 2.33 Mn
Jun 30, 2023 2.57 Mn
Mar 31, 2023 2.38 Mn
Dec 31, 2022 2.10 Mn
Sep 30, 2022 1.94 Mn
Jun 30, 2022 1.85 Mn
Mar 31, 2022 1.83 Mn
Dec 31, 2021 1.97 Mn
Sep 30, 2021 1.94 Mn
Jun 30, 2021 2.26 Mn
Mar 31, 2021 1.99 Mn
Dec 31, 2020 1.89 Mn
Sep 30, 2020 2.16 Mn
Jun 30, 2020 2.03 Mn
Mar 31, 2020 2.03 Mn
Dec 31, 2019 2.15 Mn
Sep 30, 2019 2.02 Mn
Jun 30, 2019 2.28 Mn
Mar 31, 2019 1.98 Mn
Dec 31, 2018 2.35 Mn
Sep 30, 2018 2.33 Mn
Jun 30, 2018 2.38 Mn
Mar 31, 2018 2.04 Mn
Dec 31, 2017 2.29 Mn
Sep 30, 2017 1.86 Mn
Jun 30, 2017 1.88 Mn
Mar 31, 2017 1.76 Mn
Dec 31, 2016 1.70 Mn
Sep 30, 2016 1.87 Mn
Jun 30, 2016 2.20 Mn
Mar 31, 2016 1.96 Mn
Dec 31, 2015 1.65 Mn
Sep 30, 2015 1.63 Mn
Jun 30, 2015 1.42 Mn
Mar 31, 2015 1.04 Mn
Dec 31, 2014 933,000.00
Sep 30, 2014 807,000.00
Jun 30, 2014 1.01 Mn
Mar 31, 2014 715,000.00
Dec 31, 2013 858,000.00
Sep 30, 2013 690,000.00
Jun 30, 2013 678,000.00
Mar 31, 2013 656,000.00
Dec 31, 2012 681,000.00
Sep 30, 2012 649,000.00
Jun 30, 2012 629,000.00
Mar 31, 2012 596,000.00
Dec 31, 2011 551,000.00
Sep 30, 2011 503,000.00
Jun 30, 2011 542,000.00
Mar 31, 2011 458,000.00
Dec 31, 2010 374,000.00
Sep 30, 2010 328,000.00
Jun 30, 2010 322,000.00