Westwood Holdings (WHG) Retained Earnings (2010 - 2026)
Westwood Holdings' quarterly Retained Earnings came in at $8.4 million in Q1 2026, up 27.8% year-on-year from $6.5 million in Q1 2025, and down 7.02% quarter-over-quarter from $9.0 million in Q4 2025.
Westwood Holdings has reported Retained Earnings for 17 years, with the latest figure at $8.4 million in Q1 2026.
- For the quarter ending Q1 2026, Retained Earnings rose 27.8% year-over-year to $8.4 million; the trailing twelve-month figure through Mar 2026 stood at $8.4 million (up 27.8% YoY), and the FY2025 full-year result was $9.0 million, up 44.72% from the prior year.
- Retained Earnings for Q1 2026 stood at $8.4 million, down from $9.0 million in the prior quarter.
- The five-year high for Retained Earnings was $9.0 million in Q4 2025, with the low at -$4.3 million in Q4 2022.
- Average Retained Earnings over 5 years is $3.6 million, with a median of $4.3 million recorded in 2024.
- Year-over-year, Retained Earnings sank 218.66% in 2023 and soared 552.45% in 2024.
- Tracing WHG's Retained Earnings over 5 years: stood at -$4.3 million in 2022, then jumped by 209.33% to $4.6 million in 2023, then soared by 33.48% to $6.2 million in 2024, then soared by 44.72% to $9.0 million in 2025, then slipped by 7.02% to $8.4 million in 2026.
- The last three Retained Earnings figures came in at $8.4 million (Q1 2026), $9.0 million (Q4 2025), and $8.5 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 39.18 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | -15.77 Mn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 14.08 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 180.00 Mn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 5.16 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 28.43 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 17.07 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | -1.66 Bn |
| 10 | Westwood Holdings | 135.80 Mn | 97.91 Mn | 24.31 Mn | 8.35 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Jun 30, 2021 | 1.76 Mn |
| Mar 31, 2021 | 1.61 Mn |
| Dec 31, 2020 | -1.70 Mn |
| Sep 30, 2020 | -4.62 Mn |
| Jun 30, 2020 | 5.62 Mn |
| Mar 31, 2020 | 8.17 Mn |
| Dec 31, 2019 | -2.94 Mn |
| Sep 30, 2019 | 14.81 Mn |
| Jun 30, 2019 | 20.05 Mn |
| Mar 31, 2019 | 24.54 Mn |
| Dec 31, 2018 | 30.53 Mn |
| Sep 30, 2018 | 31.55 Mn |
| Jun 30, 2018 | 32.32 Mn |
| Mar 31, 2018 | 30.49 Mn |
| Dec 31, 2017 | 28.61 Mn |
| Sep 30, 2017 | -1.85 Mn |
| Jun 30, 2017 | 33.14 Mn |
| Mar 31, 2017 | 31.76 Mn |
| Dec 31, 2016 | 31.88 Mn |
| Sep 30, 2016 | -3.68 Mn |
| Jun 30, 2016 | 28.86 Mn |
| Mar 31, 2016 | 28.20 Mn |
| Dec 31, 2015 | -4.69 Mn |
| Sep 30, 2015 | -3.77 Mn |
| Jun 30, 2015 | -2.39 Mn |
| Mar 31, 2015 | -2.62 Mn |
| Dec 31, 2014 | 20.32 Mn |
| Sep 30, 2014 | -857,000.00 |
| Jun 30, 2014 | -279,000.00 |
| Mar 31, 2014 | -611,000.00 |
| Dec 31, 2013 | 8.15 Mn |
| Sep 30, 2013 | -101,000.00 |
| Jun 30, 2013 | 7.68 Mn |
| Dec 31, 2012 | 3.60 Mn |
| Mar 31, 2012 | 1.51 Mn |
| Dec 31, 2011 | 1.94 Mn |
| Sep 30, 2011 | 5.20 Mn |
| Jun 30, 2011 | 4.62 Mn |
| Dec 31, 2010 | 926,000.00 |