Westwood Holdings GroupWHG
WHG
About: Westwood Holdings Group Inc manages investment assets and provides services for clients through subsidiaries. It operates its business through the Advisory and Trust segments. Its advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and its advisory segment sponsors common trust funds to institutions and high-net-worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of its revenue from the United States.
Employees: 145
0
Funds holding %
of 7,351 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
175% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 8
16% more funds holding
Funds holding: 44 [Q3] → 51 (+7) [Q4]
1% more capital invested
Capital invested by funds: $67.8M [Q3] → $68.5M (+$704K) [Q4]
0.74% less ownership
Funds ownership: 51.28% [Q3] → 50.55% (-0.74%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for WHG.
Financial journalist opinion
Based on 4 articles about WHG published over the past 30 days
Neutral
GlobeNewsWire
13 hours ago
Westwood Holdings Group, Inc. Names Hale Hoak and Katherine Murray to Board of Directors
DALLAS, March 06, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG), a boutique asset management, trust and wealth services firm, announced today the appointments of J. Hale Hoak (Hale), who is based in Dallas and Katherine Murray, who is based in Houston, to its Board of Directors.
Neutral
GlobeNewsWire
2 days ago
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI)
DALLAS, March 04, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST) and Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) as shown in the table below. This pair of Westwood Exchange- Traded Funds (ETFs) deliver income from both dividends and options premiums to help provide monthly income distributions for investors.
Neutral
Seeking Alpha
3 weeks ago
Westwood Holdings Group, Inc. (WHG) Q4 2024 Earnings Conference Call Transcript
Westwood Holdings Group, Inc. (NYSE:WHG ) Q4 2024 Earnings Conference Call February 12, 2025 4:30 PM ET Company Participants Brian Casey - CEO Terry Forbes - CFO Conference Call Participants Operator Good day and thank you for standing by. Welcome to the 4Q 2024 Westwood Holdings Group Inc. Earnings Conference Call.
Neutral
GlobeNewsWire
3 weeks ago
Westwood Holdings Group Reports Fourth Quarter and Full Year 2024 Results
ETF platform strongly outperforms AUM and volume targets for MDSTWestwood Engineered Beta partnership launches first two innovative ETFsWestwood's Board authorized an additional $5.0 million of share repurchases
Neutral
GlobeNewsWire
1 month ago
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI)
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF
Neutral
GlobeNewsWire
2 months ago
WEBs Investments Inc. and Westwood Holdings Group Launch Defined Volatility℠ ETF Series with Debut of DVSP and DVQQ
WEBs and Westwood Holdings Group Launch Two New, Innovative ETFs Into the Market that Directly Align with Today's Market Environment and Investors' Needs Created by ETF Pioneer Ben Fulton and Directly Supported by Westwood's Distribution, Sales and Administrative Platform, ETF Suite Offers New Framework for Harnessing Volatility for Better Risk-Adjusted Returns PARK CITY, Utah and DALLAS, Texas, Dec. 17, 2024 (GLOBE NEWSWIRE) -- WEBs Investments Inc. (WEBs), an innovator in volatility-managed investment solutions, and Westwood Holdings Group, Inc. (NYSE: WHG) (“Westwood”), a boutique asset management firm, today announced the launch of the WEBs Defined VolatilitySM ETF series. The WEBs Defined Volatility SM SPY ETF (Nasdaq: DVSP) and the WEBs Defined Volatility SM QQQ ETF (Nasdaq: DVQQ) are designed to provide a more stable investment experience across market conditions, using a dynamic, rules-based strategy to adjust exposure to equity markets based on real-time volatility.
Neutral
GlobeNewsWire
3 months ago
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI)
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Midstream Income
Neutral
Seeking Alpha
4 months ago
Westwood Holdings Group, Inc. (WHG) Q3 2024 Earnings Conference Call Transcript
Westwood Holdings Group, Inc. (NYSE:WHG ) Q3 2024 Earnings Conference Call October 30, 2024 4:30 PM ET Company Participants Jill Meyer - SVP, Director of Fiduciary Brian Casey - CEO Terry Forbes - CFO Conference Call Participants Macrae Sykes - GAMCO Operator Hello, and thank you for standing by. At this time, I would like to welcome you to the Third Quarter 2024 Westwood Holdings Group, Inc. Earnings Conference Call.
Neutral
GlobeNewsWire
4 months ago
Westwood Holdings Group, Inc. Reports Third Quarter 2024 Results
Firmwide Assets Under Management of $17.7 Billion (Highest Level in 6 years) Continued Innovation with WEBs Partnership to Expand ETF Platform
Neutral
GlobeNewsWire
4 months ago
Westwood Holdings Group Partners With ETF Leader Ben Fulton to Expand and Scale ETF Platform
Westwood has entered into a partnership with ETF veteran Ben Fulton to scale Westwood's ETF platform, offering investors and advisors new, highly innovative strategies Our new partnership called WEBs—"Westwood Engineered Beta”—will apply a proprietary strategy seeking to provide a more stable investment experience and better risk-adjusted returns to investors Westwood will form the partnership by investing in WEBs Investments Inc. and will provide distribution resources and administrative support, with an option to buy the entity in the future Ben Fulton, a recognized ETF industry leader and pioneer, grew Invesco's PowerShares ETF platform from $200 million to $80 billion during his tenure from 2005 to 2013, first as EVP, Global Product Development and later as Head of Global ETFs Chris Doran, Westwood's Head of ETF Distribution & National Accounts and a 25-year, proven ETF-sales leader, will directly support WEBs, leveraging his extensive experience and client relationships DALLAS and NEW YORK, Oct. 28, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) (“Westwood”), a diversified asset management firm headquartered in Dallas, TX, today announced that Westwood has invested in a new venture with exchange-traded-fund (“ETF”) industry leader Ben Fulton to expand Westwood's existing ETF platform to include new, highly innovative strategies developed under a new stand-alone entity called WEBs Investments Inc. (“WEBs”), which stands for “Westwood Engineered Beta.” WEBs is an investment adviser registered with the U.S. Securities and Exchange Commission.
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