Westwood Holdings (WHG) Short-term Investments (2010 - 2026)
Westwood Holdings' (WHG) 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 (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.
- On a quarterly basis, Short-term Investments fell 20.88% year-over-year to $15.6 million in Q1 2026; TTM through Mar 2026 was $15.6 million, a 20.88% decrease from a year earlier, with the FY2025 full-year figure at $21.4 million, down 22.61% from the prior year.
- Short-term Investments fell to $15.6 million in Q1 2026 per WHG's latest filing, from $21.4 million in the prior quarter.
- Across five years, Short-term Investments topped out at $52.3 million in Q1 2022 and bottomed 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.
- Across the five-year window, Short-term Investments tumbled 76.41% in 2022 and surged 114.54% in 2023, its largest moves.
- Year by year, Short-term Investments 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.
- Per Business Quant, the three latest WHG Short-term Investments figures stand at $15.6 million (Q1 2026), $21.4 million (Q4 2025), and $19.7 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - |
| 10 | Westwood Holdings | 163.51 Mn | 124.51 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 |