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

Westwood Holdings' (WHG) 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 (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.

  • On a quarterly basis, Retained Earnings rose 27.8% year-over-year to $8.4 million in Q1 2026; TTM through Mar 2026 was $8.4 million, a 27.8% increase from a year earlier, with the FY2025 full-year figure at $9.0 million, up 44.72% from the prior year.
  • Retained Earnings fell to $8.4 million in Q1 2026 per WHG's latest filing, from $9.0 million in the prior quarter.
  • Across five years, Retained Earnings topped out at $9.0 million in Q4 2025 and bottomed 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.
  • Across the five-year window, Retained Earnings sank 218.66% in 2023 and soared 552.45% in 2024, its largest moves.
  • Year by year, Retained Earnings 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.
  • Per Business Quant, the three latest WHG Retained Earnings figures stand at $8.4 million (Q1 2026), $9.0 million (Q4 2025), and $8.5 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - -678.00 Mn
3 Blackstone 97.77 Bn 96.72 Bn - -323.73 Mn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -3.14 Bn
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -1.21 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - -636.60 Mn
8 Raymond James Financial 32.59 Bn 17.67 Bn - -368.00 Mn
9 Price T Rowe 24.70 Bn 21.13 Bn - -51.60 Mn
10 Westwood Holdings 163.51 Mn 124.51 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