Westwood Holdings WHG
NYSE WHG
$19.65 +0.02 (+0.10%)
At close: Aug 21, 2026 · 4:00 PM EDT

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

Westwood Holdings (WHG) posted quarterly Short-term Investments of $15.6 million for Q1 2026, down 20.88% year-over-year from $19.7 million in Q1 2025, and down 27.29% quarter-over-quarter from $21.4 million in Q4 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 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.
  • The 5-year median for Short-term Investments is $21.4 million (2025), against an average of $27.3 million.
  • The sharpest annual moves came in 2022 and 2023: Short-term Investments slumped 76.41% in 2022, then surged 114.54% in 2023.
  • Westwood Holdings' Short-term Investments stood at $15.3 million in 2022, then surged by 114.54% to $32.9 million in 2023, then dropped by 15.86% to $27.7 million in 2024, then declined by 22.61% to $21.4 million in 2025, then declined by 27.29% to $15.6 million in 2026.
  • Business Quant data shows WHG's Short-term Investments at $15.6 million in Q1 2026, $21.4 million in Q4 2025, and $19.7 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 179.54 Bn 165.67 Bn -
2 Blackstone 114.83 Bn 112.32 Bn -
3 Kkr 97.26 Bn -179.81 Bn -
4 Brookfield 93.07 Bn 45.66 Bn -
5 Brookfield Asset Management 83.46 Bn 81.96 Bn -
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn
7 State Street 51.66 Bn 51.66 Bn -
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn
9 Raymond James Financial 33.99 Bn 20.74 Bn -
10 Westwood Holdings 169.39 Mn 127.16 Mn -

Historic Data

Download Data
DateValue
Jun 30, 2026 19.61 Mn
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