Westwood Holdings Group Inc (WHG)
Financial Services • Financial
July 27, 2026 WEBs Defined Volatility Sector ETFs Mark One Year of Navigating Market Turbulence WEBs Investments marks the one-year anniversary of its Defined Volatility Sector ETFs, which successfully navigated a turbulent market. By employing a systematic risk management approach, these ETFs adjusted exposure based on market volatility, demonstrating resilience and positive returns across multiple sectors.
July 22, 2026 Westwood Holdings Group Inc. Set to Release Q2 2026 Earnings Westwood Holdings Group, Inc. is set to release its Q2 2026 earnings on August 6, followed by a conference call at 4:30 PM ET. The call allows investors to gain insights into the firm's financial performance and strategic initiatives.
July 08, 2026 Westwood Holdings Group Announces Monthly Income Distributions for Key ETFs Westwood Holdings Group has announced monthly income distributions for its ETFs, including MDST, WEEI, and YLDW, emphasizing income generation through dividends and options premiums. The funds focus on capital appreciation in the energy sector, aiming to provide investors with reliable income streams.
June 03, 2026 Westwood Holdings Group Announces Monthly Income Distributions for Key ETFs Westwood Holdings Group has announced monthly income distributions for three ETFs, featuring attractive yields. The funds focus on income generation through energy investments and diverse asset classes, appealing to income-focused investors.
April 30, 2026 Westwood Holdings Group Reports Mixed First Quarter Results for 2026 Westwood Holdings Group's Q1 2026 results show a revenue decline to $25 million, while net income slightly increased year-over-year. Despite challenges, the firm experienced growth in assets under management and remains optimistic about its investment strategies.
April 27, 2026 Westwood Holdings Group Partners with ETF Capital Markets Advisors to Optimize ETF Trading Westwood Holdings Group has partnered with ETF Capital Markets Advisors to enhance its ETF trading capabilities. This collaboration focuses on optimizing execution, improving market quality, and ensuring better investor outcomes through strategic market engagement.
April 16, 2026 Westwood Holdings Group, Inc. to Host First Quarter 2026 Conference Call/Webcast Westwood Holdings Group, Inc. will host its Q1 2026 earnings call on April 30, 2026, at 4:30 PM ET. This event allows investors to hear from leadership about the firm's financial performance and strategies. Registration is required for participation.
April 08, 2026 Westwood Holdings Group Announces Monthly Income Distributions for Income-Focused ETFs Westwood Holdings Group has announced monthly income distributions for its ETFs, including MDST, WEEI, and YLDW, focusing on income generation and capital appreciation. Each fund features attractive distribution rates, appealing to income-focused investors.
March 30, 2026 Westwood Holdings Group Celebrates 25 Years of the Real Estate Income Fund Westwood Holdings Group marks the 25th anniversary of its Real Estate Income Fund, highlighting its disciplined investment approach and focus on preferred securities. Led by John Palmer, the fund has successfully navigated market changes, providing reliable income for investors over the years.
March 09, 2026 Westwood Holdings Group Announces Monthly Income Distributions for Key ETFs Westwood Holdings Group announced monthly income distributions for three ETFs, emphasizing income generation through dividends and options premiums. The ETFs focus on midstream energy and diversified asset classes, offering investors notable annualized distribution rates.
March 04, 2026 Westwood Holdings Group Inc. Reports Solid Financial Performance in 2025 Westwood Holdings Group Inc. showcased a strong financial performance in 2025, with a rise in revenues and net income. The company launched new investment products and maintained a robust liquidity position, reaffirming its focus on shareholder returns and strategic growth.
February 19, 2026 Westwood Holdings Group Inc. Surpasses $250 Million in ETF Assets Westwood Holdings Group Inc. has announced its Enhanced Income Series™ ETFs surpassed $250 million in AUM, highlighting the growing demand for income-generating investments. The Westwood Salient Enhanced Midstream Income ETF also achieved $200 million, showcasing effective strategies in volatile markets.
February 17, 2026 Westwood Holdings Group to Liquidate LBRTY Global Equity ETF Westwood Holdings Group is set to liquidate its LBRTY Global Equity ETF, with the last trading day on February 27, 2026. Shareholders are advised to sell before this date and consider tax implications. The liquidation process will begin on March 6, 2026.
February 13, 2026 Westwood Holdings Group Reports Robust Q4 and Full Year 2025 Results Westwood Holdings Group has reported impressive financial results for Q4 and the full year 2025, showcasing significant revenue growth and strategic initiatives in ETFs. The company’s strong financial position and commitment to innovation set the stage for future success.
February 05, 2026 Westwood Holdings Group Announces Monthly Income Distributions for Key ETFs Westwood Holdings Group has announced monthly income distributions for three ETFs, including competitive rates for MDST, WEEI, and YLDW. These funds employ strategies combining dividends and options premiums to support consistent income for investors. With a focus on energy and diversified assets, these ETFs cater to income-focused investors.
January 30, 2026 Westwood Holdings Group Inc. Announces Fourth Quarter and Fiscal Year 2025 Earnings Call Westwood Holdings Group, Inc. will release its Q4 and fiscal year 2025 earnings on February 13, 2026, followed by a conference call and webcast for stakeholders. This event will offer valuable insights into the firm's financial performance and strategic direction.
January 14, 2026 Westwood Holdings Group Inc. Closes Successful Fundraising for Energy Secondaries Fund Westwood Holdings Group Inc. announced the successful closing of its Energy Secondaries Fund II, raising over $300 million—double its target. The fund focuses on acquiring discounted limited partnership interests in the energy sector, reflecting growing investor confidence in energy investments.
January 12, 2026 Westwood Holdings Group Announces Monthly Income Distributions for ETFs Westwood Holdings Group has announced monthly income distributions of $0.225 per share for its MDST and WEEI ETFs, reflecting annualized rates of 10.3% and 12.4% respectively. These funds focus on generating income through dividends and options premiums in the energy sector, showcasing strong performance since their launch.
December 12, 2025 Westwood Holdings Group Launches Enhanced Income Opportunity ETF (YLDW) Westwood Holdings Group has launched the Westwood Enhanced Income Opportunity ETF (YLDW), focusing on income generation through a multi-asset strategy and covered-call options. This innovative ETF aims to provide investors with reliable monthly income and total-return opportunities.
December 08, 2025 Westwood Holdings Group Inc. Honored as a Top Workplace in Money Management Westwood Holdings Group has been honored as a top workplace in the money management sector, reflecting its commitment to employee development and a collaborative culture. The recognition highlights the firm's strengths in teamwork and innovative benefits, underpinning its legacy of client-centric values.
December 04, 2025 Westwood Holdings Group Announces January Income Distributions for ETFs Westwood Holdings Group has revealed monthly income distributions of $0.225 per share for its MDST and WEEI ETFs, translating to annualized rates of 10.4% and 12.8%. These distributions, scheduled for January 9, 2026, highlight Westwood's commitment to providing robust income opportunities for investors.
November 04, 2025 Westwood Holdings Group Announces Monthly Income Distributions for Energy-Focused ETFs Westwood Holdings Group has announced monthly distributions of $0.225 per share for its energy-focused ETFs, MDST and WEEI, featuring annualized yields of 10.7% and 13.1%. These funds employ active management strategies to maximize income through dividends and options premiums, appealing to income-focused investors in the energy sector.
October 30, 2025 Westwood Holdings Group, Inc. Reports Strong Q3 2025 Results Westwood Holdings Group, Inc. reported impressive Q3 2025 results, with revenues of $24.3 million and net income soaring to $3.7 million. The firm's robust investment strategies and strong balance sheet position it well for future growth.
October 30, 2025 Westwood Holdings Group Inc. Reports Strong Q3 2025 Financial Performance Westwood Holdings Group Inc. reported a strong financial performance for Q3 2025, with revenues rising to $24.30 million and AUM increasing to $18.3 billion. Despite facing challenges, the firm remains focused on strategic growth and client value.
October 27, 2025 WEBs Investments Announces Name Changes for Defined Volatility ETFs WEBs Investments has rebranded its Defined Volatility ETFs to improve transparency and better reflect fund objectives. The new names provide clearer insights into each fund's focus, aiding investors in their decision-making process.
October 17, 2025 Westwood Holdings Group Inc. to Host Third Quarter 2025 Conference Call/Webcast Westwood Holdings Group will host its Q3 2025 earnings call on October 30, 2025, at 4:30 PM ET. Investors can register to gain insights into the company's strategies and performance.
October 02, 2025 Westwood Holdings Group Announces Monthly Income Distributions for ETFs Westwood Holdings Group has declared a monthly distribution of $0.225 per share for its MDST and WEEI ETFs, reflecting strong returns in the energy sector. Both funds employ a strategy of combining dividends with options premiums, appealing to income-focused investors.
April 02, 2025 Westwood Holdings Group Announces Monthly Income Distributions for ETFs Westwood Holdings Group has announced monthly distributions of $0.225 per share for its ETFs, MDST and WEEI, highlighting robust annualized rates of 10.5% and 11.9%. These funds focus on generating high income through investments in the midstream and broader energy sectors, appealing to income-focused investors.
March 27, 2025 Westwood Holdings Group Launches Innovative Global ETF Targeting Authoritarian Risk Westwood Holdings Group has launched the LBRTY Global Equity ETF to help investors limit exposure to authoritarian regimes. Utilizing a unique methodology, the ETF focuses on companies in democratic nations, aiming to mitigate geopolitical risks and align with investor goals.
March 06, 2025 Westwood Holdings Group Expands Board of Directors with New Appointments Westwood Holdings Group has appointed J. Hale Hoak and Katherine Murray to its Board of Directors, enhancing its leadership with extensive finance and investment expertise. This strategic move aligns with the firm's commitment to community engagement and client-centric values, positioning Westwood for continued growth and success.
March 05, 2025 Westwood Holdings Group Inc. Reports 2024 Annual Results: A Year of Strategic Growth Westwood Holdings Group Inc. reported a 6% revenue growth in 2024, driven by increased assets under management and new ETF launches. Despite challenges in profit margins, the firm remains optimistic about future growth through strategic initiatives and partnerships.
March 04, 2025 Westwood Holdings Group Inc. Announces Monthly Income Distributions for New ETFs Westwood Holdings Group has announced monthly income distributions of $0.225 per share for its ETFs MDST and WEEI, yielding annualized rates of 10.0% and 12.3%. These funds focus on energy sector investments, combining dividends and options premiums for robust income generation.
February 12, 2025 Westwood Holdings Group Reports Fourth Quarter and Full Year 2024 Results Westwood Holdings Group reported strong financial results for Q4 and the full year 2024, with notable revenue growth and impressive investment performance. Despite challenges leading to a decline in comprehensive income, the company remains optimistic about future growth, bolstered by strategic initiatives and shareholder returns.
January 20, 2025 SWOT Analysis of Westwood Holdings Group Inc. in 2025 This SWOT analysis of Westwood Holdings Group Inc. in 2025 outlines its strengths in capital allocation and client loyalty, weaknesses like dependency on major clients, opportunities for growth through acquisitions, and threats from market volatility and competition.
October 30, 2024 Westwood Holdings Group Inc. Reports Strong Q3 2024 Financial Performance Westwood Holdings Group Inc. reported a significant increase in Assets Under Management, reaching $16.8 billion in Q3 2024. Despite a slight decline in net income due to rising expenses, the firm remains focused on growth and strategic initiatives to enhance shareholder value.
May 01, 2024 Westwood Holdings Group Inc. Releases 2024 Q1 Financial Report: Stability Amidst Market Fluctuations Westwood Holdings Group Inc. reported stable revenues of $21.93 million for Q1 2024, with a significant rise in Assets Under Management to $16.2 billion. The firm demonstrated resilience with improved net income and strong liquidity, positioning it well for future challenges.