Westwood Holdings (WHG) Tax Rate (2010 - 2026)
Westwood Holdings (WHG) posted quarterly Tax Rate of 5.56% for Q1 2026, down 1387.0% year-over-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.
- In Q1 2026, Tax Rate fell 1387.0% year-over-year to 5.56%; the TTM figure through Mar 2026 stood at 25.53% (up 3522.0% YoY), while the FY2025 annual figure was 26.87%, down 1806.0% from the prior year.
- Tax Rate for Q1 2026 stood at 5.56%, down from 37.09% in the prior quarter.
- The five-year high for Tax Rate was 260.48% in Q2 2024, with the low at 36.88% in Q4 2022.
- The 5-year median for Tax Rate is 11.06% (2023), against an average of 37.94%.
- The sharpest annual moves came in 2024 and 2025: Tax Rate soared 22715 bps in 2024, then slumped 23071 bps in 2025.
- Westwood Holdings' Tax Rate stood at 36.88% in 2022, then soared by 199 bps to 36.35% in 2023, then sank by 181 bps to 29.54% in 2024, then surged by 226 bps to 37.09% in 2025, then sank by 85 bps to 5.56% in 2026.
- Business Quant data shows WHG's Tax Rate at 5.56% in Q1 2026, 37.09% in Q4 2025, and 20.52% in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 24.90% |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 16.11% |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 17.91% |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 12.14% |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 15.94% |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 21.96% |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 22.82% |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 20.67% |
| 10 | Westwood Holdings | 169.39 Mn | 127.16 Mn | - | 32.19% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 32.19% |
| Jun 30, 2026 | 32.19% |
| Jun 30, 2026 | 32.19% |
| 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% |