Growth Metrics

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

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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
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