Westwood Holdings (WHG) Return on Assets [ROA] (2011 - 2026)
Westwood Holdings (WHG) reported Return on Assets [ROA] of 5.15% for Q2 2026, up 2.48 percentage points from 2.68% a year earlier and up 0.43 percentage points from the prior quarter.
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Analysis
Westwood Holdings (WHG) Return on Assets [ROA] (2011 - 2026) Analysis & Trends
For FY2025, Westwood Holdings posted Return on Assets [ROA] of 4.53%, up 3.08 percentage points from FY2024.
- Return on Assets [ROA] has a five-year change of +9.99 percentage points (FY2020 to FY2025).
- By year, Return on Assets [ROA] came in at 1.45% in FY2024 (-5.56 pp), 7.01% in FY2023 (+10.25 pp), -3.24% in FY2022 (-10.00 pp) and 6.76% in FY2021 (+12.22 pp).
- The Q2 2026 figure ranks as the highest quarterly Return on Assets [ROA] since Q1 2024.
- Year over year, Return on Assets [ROA] has now increased in each of the last four quarters, with an average year-over-year change of -0.45 percentage points over the last eight quarters.
- The high point for year-over-year Return on Assets [ROA] in five years was Q4 2021 (a gain of 13.20 percentage points); the low point was Q4 2022 (a drop of 10.44 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at 4.72% (Q1 2026), 4.47% (Q4 2025) and 4.89% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 165.06 Bn | 111.42 Bn | - | 4.12% |
| 2 | Spdr Gold Trust | 134.74 Bn | -423.26 Bn | - | 16.25% |
| 3 | Blackstone | 84.49 Bn | 79.41 Bn | - | 13.90% |
| 4 | Brookfield | 82.12 Bn | -83.26 Bn | 4.47 Bn | 1.02% |
| 5 | Kkr | 81.93 Bn | 48.41 Bn | - | 1.33% |
| 6 | Brookfield Asset Management | 71.19 Bn | 67.44 Bn | - | 16.12% |
| 7 | Apollo Global Management | 65.87 Bn | 3.55 Bn | 10.56 Bn | 0.89% |
| 8 | Wheaton Precious Metals | 60.57 Bn | 55.99 Bn | 687.86 Mn | 18.58% |
| 9 | Franco Nevada | 45.46 Bn | 42.82 Bn | 451.00 Mn | 21.76% |
| 10 | Westwood Holdings | 171.71 Mn | 2.59 Mn | - | 5.15% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 5.15% |
| Mar 31, 2026 | 4.72% |
| Dec 31, 2025 | 4.47% |
| Sep 30, 2025 | 4.89% |
| Jun 30, 2025 | 2.68% |
| Mar 31, 2025 | 0.37% |
| Dec 31, 2024 | 1.47% |
| Sep 30, 2024 | 1.80% |
| Jun 30, 2024 | 4.66% |
| Mar 31, 2024 | 7.90% |
| Dec 31, 2023 | 6.91% |
| Sep 30, 2023 | 3.32% |
| Jun 30, 2023 | -0.48% |
| Mar 31, 2023 | -2.75% |
| Dec 31, 2022 | -3.34% |
| Sep 30, 2022 | 1.00% |
| Jun 30, 2022 | 3.34% |
| Mar 31, 2022 | 4.22% |
| Dec 31, 2021 | 7.10% |
| Sep 30, 2021 | 6.79% |
API Access
Westwood Holdings Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=WHG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=WHG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();