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| Date | Value |
|---|---|
| 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% |