Westwood Holdings (WHG) Retained Earnings (2010 - 2026)
Westwood Holdings (WHG) posted quarterly Retained Earnings of $8.4 million for Q1 2026, up 27.8% year-over-year from $6.5 million in Q1 2025, and down 7.02% quarter-over-quarter from $9.0 million in Q4 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 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.
- The 5-year median for Retained Earnings is $4.3 million (2024), against an average of $3.6 million.
- The sharpest annual moves came in 2023 and 2024: Retained Earnings plunged 218.66% in 2023, then soared 552.45% in 2024.
- Westwood Holdings' Retained Earnings stood at -$4.3 million in 2022, then surged by 209.33% to $4.6 million in 2023, then jumped by 33.48% to $6.2 million in 2024, then jumped by 44.72% to $9.0 million in 2025, then retreated by 7.02% to $8.4 million in 2026.
- Business Quant data shows WHG's Retained Earnings at $8.4 million in Q1 2026, $9.0 million in Q4 2025, and $8.5 million in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 40.21 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | -18.65 Mn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | -950.00 Mn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 16.67 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 29.38 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 14.98 Bn |
| 10 | Westwood Holdings | 169.39 Mn | 127.16 Mn | - | 8.44 Mn |
Historic Data
Download 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 |