Westwood Holdings (WHG) Tax Rate (2010 - 2026)
Westwood Holdings (WHG) reported Tax Rate of 32.19% for Q2 2026, up 2.43 percentage points from 29.77% a year earlier and up 26.64 percentage points from the prior quarter.
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Analysis
Westwood Holdings (WHG) Tax Rate (2010 - 2026) Analysis & Trends
Over the twelve months ended Jun 30, 2026, Westwood Holdings' Tax Rate came in at 26.35%, up 91.53 percentage points year-over-year; for FY2025, it was 26.87%, down 18.06 percentage points from FY2024.
- Tax Rate has a five-year change of +44.78 percentage points (FY2020 to FY2025).
- By year, Tax Rate came in at 44.93% in FY2024 (+23.57 pp), 21.36% in FY2023 (+10.45 pp), 10.91% in FY2022 (-19.36 pp) and 30.28% in FY2021 (+48.19 pp).
- Five-year quarterly Tax Rate spans a low of -36.88% in Q4 2022 and a high of 260.48% in Q2 2024.
- Year over year, Tax Rate gained in three of the last eight quarters, with an average year-over-year change of -53.29 percentage points.
- The high point for year-over-year Tax Rate in five years was Q1 2024 (a gain of 227.15 percentage points); the low point was Q2 2025 (a drop of 230.71 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at 5.56% (Q1 2026), 37.09% (Q4 2025) and 20.52% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.03 Bn | 110.39 Bn | - | 24.90% |
| 2 | Spdr Gold Trust | 134.08 Bn | -423.92 Bn | - | - |
| 3 | Blackstone | 84.38 Bn | 79.31 Bn | - | 16.11% |
| 4 | Brookfield | 81.99 Bn | -83.40 Bn | 4.47 Bn | - |
| 5 | Kkr | 81.98 Bn | 48.46 Bn | - | 17.91% |
| 6 | Brookfield Asset Management | 71.20 Bn | 67.45 Bn | - | 12.14% |
| 7 | Apollo Global Management | 66.86 Bn | 4.54 Bn | 10.56 Bn | 15.94% |
| 8 | Wheaton Precious Metals | 60.68 Bn | 56.11 Bn | 687.86 Mn | 15.06% |
| 9 | Franco Nevada | 45.90 Bn | 43.27 Bn | 451.00 Mn | 23.17% |
| 10 | Westwood Holdings | 167.88 Mn | -1.24 Mn | - | 32.19% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 32.19% |
| Mar 31, 2026 | 5.56% |
| Dec 31, 2025 | 37.09% |
| Sep 30, 2025 | 20.52% |
| Jun 30, 2025 | 29.77% |
| Mar 31, 2025 | 19.43% |
| Mar 31, 2024 | 238.22% |
| Dec 31, 2023 | 36.35% |
| Jun 30, 2023 | 87.85% |
| Mar 31, 2023 | 11.06% |
| Sep 30, 2022 | 6.53% |
| Mar 31, 2022 | 7.76% |
| Dec 31, 2021 | 12.45% |
| Sep 30, 2021 | 20.38% |
| Jun 30, 2021 | 31.50% |
| Mar 31, 2021 | 41.53% |
| Dec 31, 2019 | 31.16% |
| Sep 30, 2019 | 28.35% |
| Jun 30, 2019 | 29.93% |
| Mar 31, 2019 | 73.80% |
API Access
Westwood Holdings Tax Rate 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=tax-rate&ticker=WHG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "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=tax-rate&ticker=WHG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();