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

Westwood Holdings' (WHG) 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 down 70.19% quarter-over-quarter from $8.8 million in Q4 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.

  • On a quarterly basis, Research & Development fell 1.16% year-over-year to $2.6 million in Q1 2026; TTM through Mar 2026 was $15.0 million, a 78.0% increase from a year earlier, with the FY2025 full-year figure at $10.9 million, up 12.75% from the prior year.
  • Research & Development retreated to $2.6 million in Q1 2026 per WHG's latest filing, from $8.8 million in the prior quarter.
  • Across five years, Research & Development topped out at $8.8 million in Q4 2025 and bottomed at -$3.6 million in Q4 2022.
  • The 5-year median for Research & Development is $1.8 million (2022), against an average of $1.7 million.
  • Across the five-year window, Research & Development slumped 283.26% in 2022 and surged 596.72% in 2023, its largest moves.
  • Year by year, Research & Development stood at -$3.6 million in 2022, then surged by 122.43% to $810000.0 in 2023, then jumped by 202.47% to $2.4 million in 2024, then soared by 260.98% to $8.8 million in 2025, then sank by 70.19% to $2.6 million in 2026.
  • Per Business Quant, the three latest WHG Research & Development figures stand at $2.6 million (Q1 2026), $8.8 million (Q4 2025), and $2.9 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) R&D (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - -
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -
5 State Street 51.30 Bn 51.30 Bn - 637.00 Mn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - 75.00 Mn
9 Price T Rowe 24.70 Bn 21.13 Bn - -
10 Westwood Holdings 163.51 Mn 124.51 Mn - 2.64 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 2.64 Mn
Dec 31, 2025 8.84 Mn
Sep 30, 2025 2.89 Mn
Jun 30, 2025 657,000.00
Mar 31, 2025 2.67 Mn
Dec 31, 2024 2.45 Mn
Sep 30, 2024 2.57 Mn
Jun 30, 2024 755,000.00
Mar 31, 2024 628,000.00
Dec 31, 2023 810,000.00
Sep 30, 2023 2.33 Mn
Jun 30, 2023 764,000.00
Mar 31, 2023 2.38 Mn
Dec 31, 2022 -3.61 Mn
Sep 30, 2022 335,000.00
Jun 30, 2022 509,000.00
Mar 31, 2022 1.83 Mn
Dec 31, 2021 1.97 Mn
Sep 30, 2021 1.94 Mn
Jun 30, 2021 370,000.00