Westwood Holdings Group Inc (WHG) — Long-term Investment Intensity

Latest as of March 2026: 21.9%

Westwood Holdings Group Inc (WHG) has a Long-term Investment Intensity of 21.9% as of March 2026. Long-term investments of $32.94 Million represent 21.9% of total assets of $150.38 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check WHG financial resilience to evaluate the company's liquid asset resilience ratio.

LT Investment Intensity

21.9%
LT Investments / Total Assets

Long-term Investments

$32.94 Million
USD

Total Assets

$150.38 Million
USD

Country

USA
NYSE

Westwood Holdings Group Inc Long-term Investment Intensity (2018–2025)

This chart shows how Westwood Holdings Group Inc's Long-term Investment Intensity has evolved across 8 annual periods from 2018 to 2025. As of March 2026, the intensity stands at 21.9%, reflecting long-term investments of $32.94 Million against total assets of $150.38 Million USD. For the complete balance sheet picture, see WHG current and non-current assets.

Annual Long-term Investment Intensity for Westwood Holdings Group Inc (2018–2025)

The table below presents the year-by-year Long-term Investment Intensity for Westwood Holdings Group Inc from 2018 to 2025, covering 8 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. Read how much debt does Westwood Holdings Group Inc carry for a breakdown of total debt and financial obligations.

Year LT Investment Intensity LT Investments (USD) Total Assets Change (pp)
2025 12.3% $20.00 Million $162.30 Million ▲ +2.3 pp
2024 10.0% $15.00 Million $149.99 Million ▲ +2.4 pp
2023 7.6% $11.77 Million $155.17 Million ▼ -2.1 pp
2022 9.7% $14.16 Million $146.43 Million ▲ +3.2 pp
2021 6.4% $8.97 Million $139.60 Million ▼ -1.4 pp
2020 7.8% $11.68 Million $149.15 Million ▲ +0.9 pp
2019 6.9% $12.39 Million $178.71 Million ▲ +4.2 pp
2018 2.7% $5.42 Million $199.18 Million
pp = percentage points