Westwood Holdings (WHG) Retained Earnings (2010 - 2026)

Westwood Holdings (WHG) recorded quarterly Retained Earnings of $8.4 million in Q1 2026, down 7.02% quarter-over-quarter from $9.0 million in Q4 2025, and up 27.8% on a YoY basis from $6.5 million in Q1 2025.

Westwood Holdings (WHG) Retained Earnings (2010 - 2026) Analysis & Trends

Westwood Holdings' Retained Earnings history runs 17 years deep, the most recent figure standing at $8.4 million for Q1 2026.

  • In Q1 2026, Retained Earnings rose 27.8% year-over-year to $8.4 million; the TTM figure through Mar 2026 stood at $8.4 million (up 27.8% YoY), while the FY2025 annual figure was $9.0 million, up 44.72% from the prior year.
  • Retained Earnings was $8.4 million for Q1 2026 at Westwood Holdings, down from $9.0 million in the prior quarter.
  • In the past five years, Retained Earnings ranged from a high of $9.0 million in Q4 2025 to a low of -$4.3 million in Q4 2022.
  • Historically, Retained Earnings has averaged $3.6 million across 5 years, with a median of $4.3 million in 2024.
  • The sharpest annual moves came in 2023 and 2024: Retained Earnings sank 218.66% in 2023, then jumped 552.45% in 2024.
  • A 5-year view of Retained Earnings shows it stood at -$4.3 million in 2022, then soared by 209.33% to $4.6 million in 2023, then surged by 33.48% to $6.2 million in 2024, then surged by 44.72% to $9.0 million in 2025, then decreased 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 163.18 Bn 153.56 Bn - 39.18 Bn
2 Blackstone 96.85 Bn 95.80 Bn - -15.77 Mn
3 Kkr 86.45 Bn 133.96 Bn - 14.08 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 5.16 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 28.43 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 17.07 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 14.49 Bn
9 Ares Management 29.04 Bn 32.41 Bn - -1.66 Bn
10 Westwood Holdings 156.37 Mn 118.48 Mn 24.31 Mn 8.35 Mn

Historic Data

Download Data
DateValue
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