Westwood Holdings (WHG) Short-term Investments (2010 - 2026)
Westwood Holdings (WHG) reported Short-term Investments of $19.61 million for Q2 2026, down 0.8% from $19.77 million a year earlier but up 25.8% from the prior quarter.
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Analysis
Westwood Holdings (WHG) Short-term Investments (2010 - 2026) Analysis & Trends
At the end of FY2025, Westwood Holdings posted Short-term Investments of $21.43 million, down 22.6% from FY2024.
- Short-term Investments has a five-year compound annual growth rate of -21.0% (FY2020 to FY2025).
- By year, Short-term Investments came in at $27.69 million in FY2024 (-15.9%), $32.92 million in FY2023 (+114.5%), $15.34 million in FY2022 (-76.4%) and $65.02 million in FY2021 (-6.5%).
- Five-year quarterly Short-term Investments spans a low of $15.34 million in Q4 2022 and a high of $65.02 million in Q4 2021.
- Year over year, Short-term Investments has now declined in each of the last nine quarters, with an average decline of 13.6% over the last eight quarters.
- The high point for year-over-year Short-term Investments in five years was Q4 2023 (growth of 114.5%); the low point was Q4 2022 (a decline of 76.4%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $15.58 million (Q1 2026), $21.43 million (Q4 2025) and $19.73 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 182.41 Bn | 124.93 Bn | - |
| 2 | Spdr Gold Trust | 134.84 Bn | -423.17 Bn | - |
| 3 | Blackstone | 95.70 Bn | 85.68 Bn | - |
| 4 | Brookfield | 93.08 Bn | -90.24 Bn | - |
| 5 | Kkr | 86.27 Bn | 6.42 Bn | - |
| 6 | Brookfield Asset Management | 84.65 Bn | 79.46 Bn | - |
| 7 | Apollo Global Management | 70.38 Bn | -15.79 Bn | 4.14 Bn |
| 8 | Wheaton Precious Metals | 61.81 Bn | 57.24 Bn | 687.86 Mn |
| 9 | Franco Nevada | 49.09 Bn | 46.45 Bn | 451.00 Mn |
| 10 | Westwood Holdings | 160.15 Mn | -16.51 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 23.67 Mn |
| 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 |
API Access
Westwood Holdings Short-term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=short-term-investments&ticker=WHG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "short-term-investments", "ticker": "WHG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=short-term-investments&ticker=WHG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();