Westwood Holdings (WHG) Short-term Investments (2010 - 2026)

Westwood Holdings (WHG) recorded quarterly Short-term Investments of $15.6 million in Q1 2026, down 27.29% quarter-over-quarter from $21.4 million in Q4 2025, and down 20.88% on a YoY basis from $19.7 million in Q1 2025.

Westwood Holdings (WHG) Short-term Investments (2010 - 2026) Analysis & Trends

Westwood Holdings' Short-term Investments history runs 17 years deep, the most recent figure standing at $15.6 million for Q1 2026.

  • In Q1 2026, Short-term Investments fell 20.88% year-over-year to $15.6 million; the TTM figure through Mar 2026 stood at $15.6 million (down 20.88% YoY), while the FY2025 annual figure was $21.4 million, down 22.61% from the prior year.
  • Short-term Investments was $15.6 million for Q1 2026 at Westwood Holdings, down from $21.4 million in the prior quarter.
  • In the past five years, Short-term Investments ranged from a high of $52.3 million in Q1 2022 to a low of $15.3 million in Q4 2022.
  • Historically, Short-term Investments has averaged $27.3 million across 5 years, with a median of $21.4 million in 2025.
  • The sharpest annual moves came in 2022 and 2023: Short-term Investments tumbled 76.41% in 2022, then soared 114.54% in 2023.
  • A 5-year view of Short-term Investments shows it stood at $15.3 million in 2022, then soared by 114.54% to $32.9 million in 2023, then declined by 15.86% to $27.7 million in 2024, then fell by 22.61% to $21.4 million in 2025, then fell 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 163.18 Bn 153.56 Bn -
2 Blackstone 96.85 Bn 95.80 Bn -
3 Kkr 86.45 Bn 133.96 Bn -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn
5 State Street 46.95 Bn 21.27 Bn -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn
7 Northern Trust 31.92 Bn 31.92 Bn -
8 Raymond James Financial 30.62 Bn 19.37 Bn -
9 Ares Management 29.04 Bn 32.41 Bn -
10 Westwood Holdings 156.37 Mn 118.48 Mn 24.31 Mn

Historic Data

Download Data
DateValue
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