Balance Sheet
Cash Flow Statement
Daily Values
Growth Metrics
Income Statement
Amortization - IntangiblesConsolidated Net IncomeCost of RevenueEBITEBITDAEBTEPS (Basic)EPS (Weighted Average and Diluted)Gross ProfitIncome from Continuing OperationsIncome towards Parent CompanyInterest & Investment IncomeNet Income towards Common StockholdersNon Operating Investment IncomeNon Operating Investment IncomeOperating ExpensesOperating IncomeOther Non Operating IncomeOther Operating ExpensesProfit After TaxResearch & DevelopmentRevenueSelling, General & AdministrativeShares OutstandingShares Outstanding (Diluted Average)Shares Outstanding (Weighted Average)Tax ProvisionsTax RateTax RateWages, Salaries and Other
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Ratios

Westwood Holdings (WHG) Tax Rate (2010 - 2026)

Westwood Holdings' 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 has reported Tax Rate for 17 years, with the latest figure at 5.56% in Q1 2026.

  • For the quarter ending Q1 2026, Tax Rate fell 1387.0% year-over-year to 5.56%; the trailing twelve-month figure through Mar 2026 stood at 25.53% (up 3522.0% YoY), and the FY2025 full-year result 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.
  • Average Tax Rate over 5 years is 37.94%, with a median of 11.06% recorded in 2023.
  • Year-over-year, Tax Rate soared 22715 bps in 2024 and tumbled 23071 bps in 2025.
  • Tracing WHG's Tax Rate over 5 years: stood at 36.88% in 2022, then surged by 199 bps to 36.35% in 2023, then sank by 181 bps to 29.54% in 2024, then jumped by 226 bps to 37.09% in 2025, then sank by 85 bps to 5.56% in 2026.
  • The last three Tax Rate figures came in at 5.56% (Q1 2026), 37.09% (Q4 2025), and 20.52% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 18.16
2 Blackstone 92.68 Bn 91.63 Bn - 13.55
3 Kkr 84.94 Bn 132.45 Bn - 40.05
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 15.80
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 598.59
6 State Street 44.42 Bn 18.75 Bn - 21.16
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 20.02
8 Northern Trust 31.21 Bn 31.21 Bn - 24.99
9 Ares Management 28.85 Bn 32.22 Bn - 19.13
10 Westwood Holdings 135.80 Mn 97.91 Mn 24.31 Mn 5.56

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 5.56
Mar 31, 2026 5.56
Dec 31, 2025 37.09
Dec 31, 2025 37.09
Sep 30, 2025 20.52
Sep 30, 2025 20.52
Jun 30, 2025 29.77
Jun 30, 2025 29.77
Mar 31, 2025 19.43
Mar 31, 2025 19.43
Dec 31, 2024 -29.54
Dec 31, 2024 -29.54
Sep 30, 2024 -30.17
Sep 30, 2024 -30.17
Jun 30, 2024 260.48
Jun 30, 2024 260.48
Mar 31, 2024 238.22
Mar 31, 2024 238.22
Dec 31, 2023 36.35
Dec 31, 2023 36.35
Sep 30, 2023 -13.39
Sep 30, 2023 -13.39
Jun 30, 2023 87.85
Jun 30, 2023 87.85
Mar 31, 2023 11.06
Mar 31, 2023 11.06
Dec 31, 2022 -36.88
Dec 31, 2022 -36.88
Sep 30, 2022 6.53
Sep 30, 2022 6.53
Jun 30, 2022 -5.65
Jun 30, 2022 -5.65
Mar 31, 2022 7.76
Mar 31, 2022 7.76
Dec 31, 2021 12.45
Dec 31, 2021 12.45
Sep 30, 2021 20.38
Sep 30, 2021 20.38
Jun 30, 2021 31.50
Jun 30, 2021 31.50
Mar 31, 2021 41.53
Mar 31, 2021 41.53
Dec 31, 2020 -10.48
Dec 31, 2020 -10.48
Sep 30, 2020 -23.70
Sep 30, 2020 -23.70
Jun 30, 2020 -41.72
Jun 30, 2020 -41.72
Mar 31, 2020 110,300.00
Mar 31, 2020 110,300.00
Dec 31, 2019 31.16
Dec 31, 2019 31.16
Sep 30, 2019 28.35
Sep 30, 2019 28.35
Jun 30, 2019 29.93
Jun 30, 2019 29.93
Mar 31, 2019 73.80
Mar 31, 2019 73.80
Dec 31, 2018 31.38
Dec 31, 2018 31.38
Sep 30, 2018 24.93
Sep 30, 2018 24.93
Jun 30, 2018 26.92
Jun 30, 2018 26.92
Mar 31, 2018 23.92
Mar 31, 2018 23.92
Dec 31, 2017 70.40
Dec 31, 2017 70.40
Sep 30, 2017 28.16
Sep 30, 2017 28.16
Jun 30, 2017 34.84
Jun 30, 2017 34.84
Mar 31, 2017 21.96
Mar 31, 2017 21.96
Dec 31, 2016 29.84
Dec 31, 2016 29.84
Sep 30, 2016 34.97
Sep 30, 2016 34.97
Jun 30, 2016 33.49
Jun 30, 2016 33.49
Mar 31, 2016 37.62
Mar 31, 2016 37.62
Dec 31, 2015 45.42
Dec 31, 2015 45.42
Sep 30, 2015 33.22
Sep 30, 2015 33.22
Jun 30, 2015 33.60
Jun 30, 2015 33.60
Mar 31, 2015 33.04
Mar 31, 2015 33.04
Dec 31, 2014 36.91
Dec 31, 2014 36.91
Sep 30, 2014 32.80
Sep 30, 2014 32.80
Jun 30, 2014 35.68
Jun 30, 2014 35.68
Mar 31, 2014 35.42
Mar 31, 2014 35.42
Dec 31, 2013 35.25
Dec 31, 2013 35.25
Sep 30, 2013 36.17
Sep 30, 2013 36.17
Jun 30, 2013 36.35
Jun 30, 2013 36.35
Mar 31, 2013 40.16
Mar 31, 2013 40.16
Dec 31, 2012 38.47
Dec 31, 2012 38.47
Sep 30, 2012 42.18
Sep 30, 2012 42.18
Jun 30, 2012 41.42
Jun 30, 2012 41.42
Mar 31, 2012 37.79
Mar 31, 2012 37.79
Dec 31, 2011 35.48
Dec 31, 2011 35.48
Sep 30, 2011 38.02
Sep 30, 2011 38.02
Jun 30, 2011 36.83
Jun 30, 2011 36.83
Mar 31, 2011 36.84
Mar 31, 2011 36.84
Dec 31, 2010 36.39
Dec 31, 2010 36.39
Sep 30, 2010 36.78
Sep 30, 2010 36.78
Jun 30, 2010 36.73
Jun 30, 2010 36.73