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| Date | Value |
|---|---|
| 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 |