Westwood Holdings (WHG) Short-term Investments (2010 - 2026)
Westwood Holdings' quarterly Short-term Investments came in at $15.6 million in Q1 2026, down 20.88% year-on-year from $19.7 million in Q1 2025, and down 27.29% quarter-over-quarter from $21.4 million in Q4 2025.
Westwood Holdings has reported Short-term Investments for 17 years, with the latest figure at $15.6 million in Q1 2026.
- For the quarter ending Q1 2026, Short-term Investments fell 20.88% year-over-year to $15.6 million; the trailing twelve-month figure through Mar 2026 stood at $15.6 million (down 20.88% YoY), and the FY2025 full-year result was $21.4 million, down 22.61% from the prior year.
- Short-term Investments for Q1 2026 stood at $15.6 million, down from $21.4 million in the prior quarter.
- The five-year high for Short-term Investments was $52.3 million in Q1 2022, with the low at $15.3 million in Q4 2022.
- Average Short-term Investments over 5 years is $27.3 million, with a median of $21.4 million recorded in 2025.
- Year-over-year, Short-term Investments tumbled 76.41% in 2022 and surged 114.54% in 2023.
- Tracing WHG's Short-term Investments over 5 years: stood at $15.3 million in 2022, then jumped by 114.54% to $32.9 million in 2023, then fell by 15.86% to $27.7 million in 2024, then retreated by 22.61% to $21.4 million in 2025, then retreated by 27.29% to $15.6 million in 2026.
- The last three Short-term Investments figures came in at $15.6 million (Q1 2026), $21.4 million (Q4 2025), and $19.7 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - |
| 10 | Westwood Holdings | 135.80 Mn | 97.91 Mn | 24.31 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 15.58 Mn |
| Dec 31, 2025 | 21.43 Mn |
| Sep 30, 2025 | 19.73 Mn |
| Jun 30, 2025 | 19.77 Mn |
| Mar 31, 2025 | 19.70 Mn |
| Dec 31, 2024 | 27.69 Mn |
| Sep 30, 2024 | 25.52 Mn |
| Jun 30, 2024 | 20.36 Mn |
| Mar 31, 2024 | 20.67 Mn |
| Dec 31, 2023 | 32.92 Mn |
| Sep 30, 2023 | 31.31 Mn |
| Jun 30, 2023 | 22.89 Mn |
| Mar 31, 2023 | 15.59 Mn |
| Dec 31, 2022 | 15.34 Mn |
| Sep 30, 2022 | 51.56 Mn |
| Jun 30, 2022 | 51.61 Mn |
| Mar 31, 2022 | 52.34 Mn |
| Dec 31, 2021 | 65.02 Mn |
| Sep 30, 2021 | 58.09 Mn |
| Jun 30, 2021 | 75.07 Mn |
| Mar 31, 2021 | 73.88 Mn |
| Dec 31, 2020 | 69.54 Mn |
| Sep 30, 2020 | 61.99 Mn |
| Jun 30, 2020 | 30.23 Mn |
| Mar 31, 2020 | 37.27 Mn |
| Dec 31, 2019 | 50.32 Mn |
| Sep 30, 2019 | 42.84 Mn |
| Jun 30, 2019 | 47.60 Mn |
| Mar 31, 2019 | 49.60 Mn |
| Dec 31, 2018 | 65.78 Mn |
| Sep 30, 2018 | 71.00 Mn |
| Jun 30, 2018 | 61.51 Mn |
| Mar 31, 2018 | 48.92 Mn |
| Dec 31, 2017 | 51.32 Mn |
| Sep 30, 2017 | 48.09 Mn |
| Jun 30, 2017 | 45.67 Mn |
| Mar 31, 2017 | 44.79 Mn |
| Dec 31, 2016 | 56.49 Mn |
| Sep 30, 2016 | 49.85 Mn |
| Jun 30, 2016 | 44.80 Mn |
| Mar 31, 2016 | 44.76 Mn |
| Dec 31, 2015 | 72.32 Mn |
| Sep 30, 2015 | 56.46 Mn |
| Jun 30, 2015 | 46.20 Mn |
| Mar 31, 2015 | 64.04 Mn |
| Dec 31, 2014 | 79.62 Mn |
| Sep 30, 2014 | 73.10 Mn |
| Jun 30, 2014 | 57.77 Mn |
| Mar 31, 2014 | 45.42 Mn |
| Dec 31, 2013 | 64.55 Mn |
| Sep 30, 2013 | 55.27 Mn |
| Jun 30, 2013 | 51.37 Mn |
| Dec 31, 2012 | 59.91 Mn |
| Mar 31, 2012 | 47.24 Mn |
| Dec 31, 2011 | 54.87 Mn |
| Sep 30, 2011 | 48.83 Mn |
| Jun 30, 2011 | 44.76 Mn |
| Dec 31, 2010 | 43.30 Mn |