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

Westwood Holdings (WHG) recorded quarterly Tax Rate of 5.56% in Q1 2026, down 85.02% quarter-over-quarter from 37.09% in Q4 2025, and down 1387.0% on a YoY basis from 0.43% in Q1 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 was 5.56% for Q1 2026 at Westwood Holdings, down from 37.09% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 260.48% in Q2 2024 to a low of 36.88% in Q4 2022.
  • Historically, Tax Rate has averaged 37.94% across 5 years, with a median of 11.06% in 2023.
  • The sharpest annual moves came in 2024 and 2025: Tax Rate jumped 22715 bps in 2024, then tumbled 23071 bps in 2025.
  • A 5-year view of Tax Rate shows it stood at 36.88% in 2022, then jumped by 199 bps to 36.35% in 2023, then slumped by 181 bps to 29.54% in 2024, then soared by 226 bps to 37.09% in 2025, then slumped 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 163.18 Bn 153.56 Bn - 18.16
2 Blackstone 96.85 Bn 95.80 Bn - 13.55
3 Kkr 86.45 Bn 133.96 Bn - 40.05
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 598.59
5 State Street 46.95 Bn 21.27 Bn - 21.16
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 20.02
7 Northern Trust 31.92 Bn 31.92 Bn - 24.99
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - 19.13
10 Westwood Holdings 156.37 Mn 118.48 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%