Growth Metrics

Westwood Holdings (WHG) Tax Rate (2016 - 2025)

Westwood Holdings (WHG) has 16 years of Tax Rate data on record, last reported at 37.09% in Q4 2025.

  • For Q4 2025, Tax Rate rose 6663.0% year-over-year to 37.09%; the TTM value through Dec 2025 reached 26.87%, up 6157.0%, while the annual FY2025 figure was 26.87%, 1806.0% down from the prior year.
  • Tax Rate reached 37.09% in Q4 2025 per WHG's latest filing, up from 20.52% 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.
  • Average Tax Rate over 5 years is 34.09%, with a median of 15.94% recorded in 2021.
  • Peak YoY movement for Tax Rate: crashed -11025847bps in 2021, then skyrocketed 22715bps in 2024.
  • A 5-year view of Tax Rate shows it stood at 12.45% in 2021, then plummeted by -396bps to 36.88% in 2022, then grew by 27bps to 27.08% in 2023, then fell by -9bps to 29.54% in 2024, then soared by 226bps to 37.09% in 2025.
  • Per Business Quant database, its latest 3 readings for Tax Rate were 37.09% in Q4 2025, 20.52% in Q3 2025, and 29.77% in Q2 2025.