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. See what is Westwood Holdings Group Inc's book value for net asset value and shareholders' equity analysis.

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. Also explore balance sheet size of Westwood Holdings Group Inc for the complete picture of this company's asset base.

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. For market capitalisation and broader financial context, see WHG market cap.

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