Westwood Holdings (WHG) Tax Rate (2010 - 2026)
Westwood Holdings' (WHG) quarterly Tax Rate came in at 5.56% in Q1 2026, down 1387.0% year-on-year from 0.43% in Q1 2025, and down 85.02% quarter-over-quarter from 37.09% in Q4 2025.
Westwood Holdings (WHG) Tax Rate (2010 - 2026) Analysis & Trends
Westwood Holdings' Tax Rate history runs 17 years deep, the most recent figure standing at 5.56% for Q1 2026.
- On a quarterly basis, Tax Rate fell 1387.0% year-over-year to 5.56% in Q1 2026; TTM through Mar 2026 was 25.53%, a 3522.0% increase from a year earlier, with the FY2025 full-year figure at 26.87%, down 1806.0% from the prior year.
- Tax Rate retreated to 5.56% in Q1 2026 per WHG's latest filing, from 37.09% in the prior quarter.
- Across five years, Tax Rate topped out at 260.48% in Q2 2024 and bottomed at 36.88% in Q4 2022.
- The 5-year median for Tax Rate is 11.06% (2023), against an average of 37.94%.
- Across the five-year window, Tax Rate soared 22715 bps in 2024 and tumbled 23071 bps in 2025, its largest moves.
- Year by year, Tax Rate stood at 36.88% in 2022, then jumped by 199 bps to 36.35% in 2023, then plunged by 181 bps to 29.54% in 2024, then soared by 226 bps to 37.09% in 2025, then plunged by 85 bps to 5.56% in 2026.
- Per Business Quant, the three latest WHG Tax Rate figures stand at 5.56% (Q1 2026), 37.09% (Q4 2025), and 20.52% (Q3 2025).
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | -1.22% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 18.16% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 13.55% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 598.59% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 21.16% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 20.02% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 24.99% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 25.99% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 23.43% |
| 10 | Westwood Holdings | 163.51 Mn | 124.51 Mn | - | 5.56% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 5.56% |
| Mar 31, 2026 | 5.56% |
| Mar 31, 2026 | 5.56% |
| Dec 31, 2025 | 37.09% |
| Dec 31, 2025 | 37.09% |
| Dec 31, 2025 | 37.09% |
| Sep 30, 2025 | 20.52% |
| Sep 30, 2025 | 20.52% |
| Sep 30, 2025 | 20.52% |
| Jun 30, 2025 | 29.77% |
| Jun 30, 2025 | 29.77% |
| Jun 30, 2025 | 29.77% |
| Mar 31, 2025 | 19.43% |
| Mar 31, 2025 | 19.43% |
| Mar 31, 2025 | 19.43% |
| Dec 31, 2024 | -29.54% |
| Dec 31, 2024 | -29.54% |
| Dec 31, 2024 | -29.54% |
| Sep 30, 2024 | -30.17% |
| Sep 30, 2024 | -30.17% |