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$ 35.71MInvestments
VS
Market
57
Sector
9
Industry
12
History
15
$ 16.67Close
$ 13.92 - $ 18.76 52-Week Range
Ticker Information

Ticker

WHG

Company Name

WESTWOOD HOLDINGS GROUP INC

Sector

Financial Services

Industry

Asset Management

Exchange

NYSE

WESTWOOD HOLDINGS GROUP INC - Investments Chart Analysis (TTM)

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WHG - Investments Historical data
DateInvestments
6/30/2025$ 35.71M
3/31/2025$ 35.65M
12/31/2024$ 42.69M
9/30/2024$ 40.6M
6/30/2024$ 35.51M
3/31/2024$ 32.67M
12/31/2023$ 44.45M
9/30/2023$ 43.07M
6/30/2023$ 34.58M
3/31/2023$ 27.32M
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Key Performance Insights, Last 5 Years

  • WESTWOOD HOLDINGS GROUP INC's latest trailing twelve months (TTM) Investments stands at $ 73.47M.
  • Over the past 5 years, WESTWOOD HOLDINGS GROUP INC's average Investments has been $ 52.24M.
  • The median Investments for WESTWOOD HOLDINGS GROUP INC during this period was $ 43.76M
  • WESTWOOD HOLDINGS GROUP INC reached its highest Investments over the past 5 years at $ 83.72M.
  • The lowest Investments recorded by WESTWOOD HOLDINGS GROUP INC in the same timeframe $ 27.32M

WESTWOOD HOLDINGS GROUP INC's Investments vs. competitors

We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue

Investments Benchmarks
CompanyInvestments
WHF : WHITEHORSE FINANCE INC $ 629.56MBCIC : BCP INVESTMENT CORP $ 395.11MMRCC : MONROE CAPITAL CORP $ 367.7MSAMG : SILVERCREST ASSET MANAGEMENT GROUP INC $ 164KGECC : GREAT ELM CAPITAL CORP $ 403.26MSWKH : SWK HOLDINGS CORP $ 242.82MPEBK : PEOPLES BANCORP OF NORTH CAROLINA INC $ 1.54BPROP : PRAIRIE OPERATING CO $ 19.13MMRBK : MERIDIAN CORP $ 2.36BSIEB : SIEBERT FINANCIAL CORP $ 21.48M

Similar metrics to Investments:

Definition of Investments

[Balance Sheet] A component of [Assets] representing the total amount of marketable and non-marketable securities, loans receivable and other invested assets.

WHG - Investments, Last 5 years

$ 27.32M

Minimum

Mar 31, 2023

$ 83.72M

Maximum

Jun 30, 2021

$ 52.24M

Average

$ 43.76M

Median

Investments Benchmark Analysis

 The chart above depicts the distribution of Investments for companies in the Total Stock Market. The average Investments of the companies is $ 4.64M with a standard deviation of $ 11.05M.
The following table provides additional summary stats:
Investments in the Market:
filtered constituents2.64K
min$ 0
max$ 54.47M
average$ 4.64M
median$ 0
std$ 11.05M