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
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