Westwood Holdings (WHG) Retained Earnings (2010 - 2026)
Westwood Holdings' Retained Earnings was $8.44 million in Q2 2026, up 36.2% from $6.2 million a year earlier and up 1.1% from the prior quarter.
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Analysis
Westwood Holdings (WHG) Retained Earnings (2010 - 2026) Analysis & Trends
At the end of FY2025, Retained Earnings at Westwood Holdings came in at $8.98 million, up 44.7% from FY2024.
- In earlier years, Retained Earnings was $6.21 million in FY2024 (+33.5%), $4.65 million in FY2023, -$4.25 million in FY2022 and $4.36 million in FY2021.
- Quarterly Retained Earnings has moved between -$4.25 million (Q4 2022) and $8.98 million (Q4 2025) over five years.
- Compared with a year earlier, Retained Earnings has increased for five straight quarters, with growth averaging 46.7% over the last eight quarters.
- The best year-over-year quarter for Retained Earnings over five years was Q3 2025 (growth of 97.7%); the worst was Q2 2022 (a decline of 15.0%).
- Per Business Quant data, WHG's Retained Earnings in the three quarters before Q2 2026 was $8.35 million (Q1 2026), $8.98 million (Q4 2025) and $8.49 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.03 Bn | 110.39 Bn | - | 40.21 Bn |
| 2 | Spdr Gold Trust | 134.08 Bn | -423.92 Bn | - | - |
| 3 | Blackstone | 84.38 Bn | 79.31 Bn | - | -18.65 Mn |
| 4 | Brookfield | 81.99 Bn | -83.40 Bn | 4.47 Bn | 5.65 Bn |
| 5 | Kkr | 81.98 Bn | 48.46 Bn | - | 14.57 Bn |
| 6 | Brookfield Asset Management | 71.20 Bn | 67.45 Bn | - | -950.00 Mn |
| 7 | Apollo Global Management | 66.86 Bn | 4.54 Bn | 10.56 Bn | 6.15 Bn |
| 8 | Wheaton Precious Metals | 60.68 Bn | 56.11 Bn | 687.86 Mn | 5.78 Bn |
| 9 | Franco Nevada | 45.90 Bn | 43.27 Bn | 451.00 Mn | 2.05 Bn |
| 10 | Westwood Holdings | 167.88 Mn | -1.24 Mn | - | 8.44 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 8.44 Mn |
| Mar 31, 2026 | 8.35 Mn |
| Dec 31, 2025 | 8.98 Mn |
| Sep 30, 2025 | 8.49 Mn |
| Jun 30, 2025 | 6.20 Mn |
| Mar 31, 2025 | 6.54 Mn |
| Dec 31, 2024 | 6.21 Mn |
| Sep 30, 2024 | 4.29 Mn |
| Jun 30, 2024 | 4.34 Mn |
| Mar 31, 2024 | 6.75 Mn |
| Dec 31, 2023 | 4.65 Mn |
| Sep 30, 2023 | 2.21 Mn |
| Jun 30, 2023 | -959,000.00 |
| Mar 31, 2023 | -3.75 Mn |
| Dec 31, 2022 | -4.25 Mn |
| Sep 30, 2022 | -970,000.00 |
| Jun 30, 2022 | 1.49 Mn |
| Mar 31, 2022 | 3.16 Mn |
| Dec 31, 2021 | 4.36 Mn |
| Sep 30, 2021 | 2.77 Mn |
API Access
Westwood Holdings Retained Earnings API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=retained-earnings&ticker=WHG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "retained-earnings", "ticker": "WHG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=retained-earnings&ticker=WHG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();