Westwood Holdings (WHG) Return on Equity [ROE] (2011 - 2026)
Westwood Holdings (WHG) reported Return on Equity [ROE] of 6.21% for Q2 2026, up 3.12 percentage points from 3.09% a year earlier and up 0.37 percentage points from the prior quarter.
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Analysis
Westwood Holdings (WHG) Return on Equity [ROE] (2011 - 2026) Analysis & Trends
For FY2025, Westwood Holdings posted Return on Equity [ROE] of 5.68%, up 3.88 percentage points from FY2024.
- Return on Equity [ROE] has a five-year change of +12.10 percentage points (FY2020 to FY2025).
- By year, Return on Equity [ROE] came in at 1.81% in FY2024 (-7.27 pp), 9.07% in FY2023 (+13.12 pp), -4.05% in FY2022 (-11.90 pp) and 7.85% in FY2021 (+14.27 pp).
- The Q2 2026 figure ranks as the highest quarterly Return on Equity [ROE] since Q1 2024.
- Year over year, Return on Equity [ROE] has now increased in each of the last four quarters, with an average year-over-year change of -0.60 percentage points over the last eight quarters.
- The high point for year-over-year Return on Equity [ROE] in five years was Q3 2021 (a gain of 7078.22 percentage points); the low point was Q4 2022 (a drop of 20.67 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at 5.84% (Q1 2026), 5.60% (Q4 2025) and 5.91% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.03 Bn | 110.39 Bn | - | 12.43% |
| 2 | Spdr Gold Trust | 134.08 Bn | -423.92 Bn | - | 16.25% |
| 3 | Blackstone | 84.38 Bn | 79.31 Bn | - | 33.23% |
| 4 | Brookfield | 81.99 Bn | -83.40 Bn | 4.47 Bn | 3.12% |
| 5 | Kkr | 81.98 Bn | 48.46 Bn | - | 7.09% |
| 6 | Brookfield Asset Management | 71.20 Bn | 67.45 Bn | - | 34.49% |
| 7 | Apollo Global Management | 66.86 Bn | 4.54 Bn | 10.56 Bn | 10.61% |
| 8 | Wheaton Precious Metals | 60.68 Bn | 56.11 Bn | 687.86 Mn | 21.60% |
| 9 | Franco Nevada | 45.90 Bn | 43.27 Bn | 451.00 Mn | 23.59% |
| 10 | Westwood Holdings | 167.88 Mn | -1.24 Mn | - | 6.21% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 6.21% |
| Mar 31, 2026 | 5.84% |
| Dec 31, 2025 | 5.60% |
| Sep 30, 2025 | 5.91% |
| Jun 30, 2025 | 3.09% |
| Mar 31, 2025 | 0.43% |
| Dec 31, 2024 | 1.82% |
| Sep 30, 2024 | 2.24% |
| Jun 30, 2024 | 5.72% |
| Mar 31, 2024 | 9.87% |
| Dec 31, 2023 | 8.73% |
| Sep 30, 2023 | 4.05% |
| Jun 30, 2023 | -0.56% |
| Mar 31, 2023 | -3.38% |
| Dec 31, 2022 | -4.13% |
| Sep 30, 2022 | 1.15% |
| Jun 30, 2022 | 3.85% |
| Mar 31, 2022 | 4.97% |
| Dec 31, 2021 | 16.54% |
| Sep 30, 2021 | 16.86% |
API Access
Westwood Holdings Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=WHG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=WHG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();