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| Date | Value |
|---|---|
| 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 |