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| 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 |