Westwood Holdings Group Inc (WHG) — 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.
SAAI
Strategic Assets
PP&E
Net Assets
Westwood Holdings Group Inc Strategic Asset Allocation Index (2004–2025)
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. Explore WHG cash generation efficiency to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Westwood Holdings Group Inc (2004–2025)
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 the full company profile including market capitalisation, see Westwood Holdings Group Inc (WHG) total market value.
| 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 | — |