Westwood Holdings Group Inc Strategic Asset Allocation Index
Westwood Holdings Group Inc strategic asset allocation index. Westwood Holdings Group Inc (WHG) has a Strategic Asset Allocation Index of 26.1% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $32.94 Million) total $32.94 Million, measured against net assets of $126.06 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Westwood Holdings Group Inc to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Westwood Holdings Group Inc (2004–2025)
Strategic asset allocation index of Westwood Holdings Group Inc from 2004 to 2025. This chart shows how Westwood Holdings Group Inc's Strategic Asset Allocation Index has evolved across 22 annual periods from 2004 to 2025. As of March 2026, the index stands at 26.1%, representing strategic assets of $32.94 Million against net assets of $126.06 Million USD. Check WHG goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
Westwood Holdings Group Inc Strategic Asset Allocation Index by Year (2004–2025)
Westwood Holdings Group Inc strategic asset allocation index by year from 2004 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Westwood Holdings Group Inc from 2004 to 2025, covering 22 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see Westwood Holdings Group Inc market cap and net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 23.8% | $30.21 Million | $10.21 Million | $20.00 Million | $126.72 Million | ▲ +8.7 pp |
| 2024 | 15.1% | $18.51 Million | $3.51 Million | $15.00 Million | $122.33 Million | ▲ +1.3 pp |
| 2023 | 13.8% | $16.89 Million | $5.12 Million | $11.77 Million | $122.45 Million | ▼ -5.1 pp |
| 2022 | 18.9% | $20.96 Million | $6.80 Million | $14.16 Million | $110.65 Million | ▲ +5.4 pp |
| 2021 | 13.5% | $15.95 Million | $6.98 Million | $8.97 Million | $117.91 Million | ▲ +2.2 pp |
| 2020 | 11.4% | $14.87 Million | $3.19 Million | $11.68 Million | $130.71 Million | ▲ +0.2 pp |
| 2019 | 11.2% | $16.54 Million | $4.15 Million | $12.39 Million | $148.29 Million | ▲ +5.0 pp |
| 2018 | 6.1% | $9.88 Million | $4.45 Million | $5.42 Million | $161.15 Million | ▲ +3.5 pp |
| 2017 | 2.7% | $4.19 Million | $4.19 Million | $- | $156.40 Million | ▼ -0.3 pp |
| 2016 | 2.9% | $4.28 Million | $4.28 Million | $- | $146.07 Million | ▲ +1.3 pp |
| 2015 | 1.6% | $2.19 Million | $2.19 Million | $- | $133.97 Million | ▼ -0.8 pp |
| 2014 | 2.4% | $2.63 Million | $2.63 Million | $- | $110.01 Million | ▼ -0.7 pp |
| 2013 | 3.1% | $2.75 Million | $2.75 Million | $- | $88.66 Million | ▲ +0.3 pp |
| 2012 | 2.8% | $2.15 Million | $2.15 Million | $- | $76.55 Million | ▼ -0.4 pp |
| 2011 | 3.2% | $2.24 Million | $2.24 Million | $- | $70.76 Million | ▲ +2.6 pp |
| 2010 | 0.6% | $346.00K | $346.00K | $- | $60.68 Million | ▼ -0.7 pp |
| 2009 | 1.2% | $578.00K | $578.00K | $- | $47.22 Million | ▼ -0.9 pp |
| 2008 | 2.2% | $842.00K | $842.00K | $- | $38.79 Million | ▼ -1.3 pp |
| 2007 | 3.5% | $1.03 Million | $1.03 Million | $- | $29.35 Million | ▼ -2.0 pp |
| 2006 | 5.5% | $1.25 Million | $1.25 Million | $- | $22.73 Million | ▼ -1.7 pp |
| 2005 | 7.2% | $1.55 Million | $1.55 Million | $- | $21.56 Million | ▼ -1.4 pp |
| 2004 | 8.6% | $1.86 Million | $1.86 Million | $- | $21.66 Million | — |