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

Westwood Holdings (WHG) recorded quarterly Research & Development of $2.6 million in Q1 2026, little changed quarter-over-quarter from $2.6 million in Q4 2025, and down 1.16% on a YoY basis from $2.7 million in Q1 2025.

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

Westwood Holdings' Research & Development history runs 17 years deep, the most recent figure standing at $2.6 million for Q1 2026.

  • In Q1 2026, Research & Development fell 1.16% year-over-year to $2.6 million; the TTM figure through Mar 2026 stood at $10.9 million (up 8.21% YoY), while the FY2025 annual figure was $10.9 million, up 12.75% from the prior year.
  • Research & Development was $2.6 million for Q1 2026 at Westwood Holdings, roughly flat from $2.6 million in the prior quarter.
  • In the past five years, Research & Development ranged from a high of $2.9 million in Q3 2025 to a low of $1.8 million in Q1 2022.
  • Historically, Research & Development has averaged $2.4 million across 5 years, with a median of $2.4 million in 2023.
  • The sharpest annual moves came in 2022 and 2023: Research & Development dropped 18.31% in 2022, then jumped 38.93% in 2023.
  • A 5-year view of Research & Development shows it stood at $2.1 million in 2022, then rose by 12.5% to $2.4 million in 2023, then grew by 3.51% to $2.4 million in 2024, then climbed by 7.35% to $2.6 million in 2025, then climbed 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 163.18 Bn 153.56 Bn - -
2 Blackstone 96.85 Bn 95.80 Bn - -
3 Kkr 86.45 Bn 133.96 Bn - -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn -
5 State Street 46.95 Bn 21.27 Bn - 637.00 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 - 206.00 Mn
9 Ares Management 29.04 Bn 32.41 Bn - -
10 Westwood Holdings 156.37 Mn 118.48 Mn 24.31 Mn 2.64 Mn

Historic Data

Download Data
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