Welcome to our dedicated page for Westwood Hldgs news (Ticker: WHG), a resource for investors and traders seeking the latest updates and insights on Westwood Hldgs stock.
Westwood Holdings Group, Inc. (NYSE: WHG) is a focused investment management boutique and wealth management firm whose news flow reflects developments across its advisory, trust, mutual fund, ETF and private fund platforms. As a boutique asset management firm, Westwood regularly reports on its actively managed, outcome-oriented investment strategies and white-glove trust and wealth services for institutional, intermediary and private wealth clients.
News about Westwood often centers on quarterly earnings releases, which detail advisory and trust fee revenues, assets under management and advisement, and the performance of key strategies such as Income Opportunity, Multi-Asset Income, Alternative Income, Credit Opportunities, Real Estate Income and Tactical Growth. These updates provide insight into how the firm’s advisory and trust segments are performing and how its diversified platform is evolving over time.
Another recurring theme in WHG news is the firm’s activity in energy and real assets. Westwood has highlighted that it manages significant public and private energy investments and has developed an energy secondaries platform, including the Westwood Energy Secondaries Fund II and related co-investment funds. Press releases describe capital raising milestones, deployment of capital into energy-focused secondary and continuation fund opportunities, and the firm’s relationships with energy private equity sponsors.
Westwood’s news stream also features announcements related to its exchange-traded funds, including the Westwood Salient Enhanced Midstream Income ETF (MDST) and the Westwood Salient Enhanced Energy Income ETF (WEEI). These releases typically cover monthly income distributions, standardized performance data and strategy descriptions, such as the use of dividend yield and covered call options to target monthly income distributions in the energy sector.
In addition, WHG appears in partnership announcements, such as its operational and distribution support role for WEBs Investments’ Defined Volatility ETF suite. Investors and observers who follow WHG news can track earnings results, fund launches and closes, ETF distribution announcements and strategic partnerships in one place, making this news feed a useful reference for understanding how Westwood’s advisory, trust, ETF and private fund businesses are developing.
Westwood Holdings Group (NYSE: WHG) closed Westwood Energy Secondaries Fund II and two co-investment vehicles with more than $300 million in commitments on Jan 14, 2026, surpassing an initial $150 million target. Since 2023 the firm has raised nearly $350 million for its energy secondaries strategy and invested over $250 million across two flagship funds and three co-investment funds. WES II deployed $200 million in energy investments in 2025 and has about $100 million left to deploy in 2026, targeting 7–12 year-old LP interests and GP-led continuation opportunities in upstream, midstream and oil-services.
Westwood Holdings Group (WHG) announced monthly income distributions for two actively managed ETFs: MDST and WEEI. As of Jan 5, 2026 the funds reported annualized distribution rates of 10.3% (MDST) and 12.4% (WEEI). MDST has $172M net assets and WEEI has $35M net assets. Both combine dividend yield and covered-call premiums to target monthly income; the current month’s distribution is reported as 100% return of capital.
Westwood Holdings Group (NYSE: WHG) launched the Westwood Enhanced Income Opportunity ETF (NYSE: YLDW) on December 12, 2025, expanding its Enhanced Income Series™ ETFs.
YLDW applies Westwood’s multi-asset income approach with a covered-call options overlay to pursue additional current income and potential capital appreciation. The ETF joins MDST and WEEI and follows Westwood’s ETF platform that recently surpassed $200M in AUM. YLDW targets diversified, income-focused investors seeking monthly distributions within a transparent, liquid ETF structure.
Westwood Holdings Group (NYSE: WHG) was recognized in the 2025 Best Places to Work in Money Management awards by Pensions & Investments on December 8, 2025. This marks Westwood’s 11th time receiving the award, credited for professional development, mentorship, competitive compensation, inclusive culture, and employee engagement.
The award used a two-part evaluation: employer practices (~20%) and employee experience (~80%).
Westwood Holdings Group (WHG) announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI). Each fund will pay a $0.225 distribution per share; the December 2025 distribution will be paid on January 9, 2026. As of November 26, 2025 the funds show annualized distribution rates of 10.4% (MDST) and 12.8% (WEEI). MDST reported $164 million in net assets and WEEI $30 million as of November 26, 2025. Standardized performance through 9/30/25 and 30-day yields (MDST 4.13%, WEEI 2.55%) were disclosed. The release notes the current month’s distribution is 100% return of capital and warns distributions may reduce NAV and are not guaranteed to be sustainable.
Westwood Holdings Group (WHG) announced monthly income distributions for two actively managed ETFs: MDST and WEEI on November 4, 2025. Each ETF declared a $0.225 distribution per share and reported annualized distribution rates of 10.7% for MDST and 13.1% for WEEI (as of October 30, 2025).
MDST has $151 million net assets and a 0.80% expense ratio; WEEI has $29 million net assets and a 0.85% expense ratio. Subsidized 30-day yields are 4.13% (MDST) and 2.55% (WEEI). The release notes the current month’s distribution is 100% return of capital (ROC), and warns distributions may reduce NAV and are not guaranteed.
Westwood Holdings Group (NYSE: WHG) reported third quarter 2025 results on October 30, 2025, highlighting strong performance across income strategies and client flows.
Key metrics: revenues $24.3M, net income $3.7M, diluted EPS $0.41, and Non-GAAP Economic Earnings $5.7M ($0.64/share). Firmwide assets under management and advisement totaled $18.3B (AUM $17.3B; AUA $1.0B). Cash and liquid investments were $39.2M.
Other highlights: the MDST ETF reached $150M and captured 30% of September midstream ETF flows; private fundraising exceeded the annual goal; WEBs partnership launched 11 new sector ETFs. A cash dividend of $0.15/share was declared, payable January 2, 2026.
WEBs Investments updated the names of its Defined Volatility℠ ETF suite, effective October 27, 2025, to clarify each fund's underlying exposure.
The renamed funds keep the same tickers (DVSP, DVQQ, DVRE, DVUT, DVXC, DVXK, DVXF, DVXV, DVXP, DVXY, DVIN, DVXB, DVXE) and continue using a systematic, rules-based volatility-managed approach that adjusts exposure to SPY, QQQ or Select Sector SPDR ETFs and reallocates to cash equivalents or U.S. Treasuries when volatility rises. Westwood Holdings Group (NYSE: WHG) provides operational and distribution support and Syntax continues index design support.
Westwood Holdings Group (NYSE: WHG) will release third quarter 2025 earnings after the close of the NYSE on Thursday, October 30, 2025, and will host a live audio webcast and conference call at 4:30 PM ET (3:30 PM CT).
To join the call listeners must register to receive a personalized dial-in number and PIN or register to view the webcast; registrants will receive an email with a unique Registrant ID and call details. Investors can also listen via the company investor relations events page.
Westwood Holdings Group (WHG) has announced monthly income distributions for two of its ETFs: the Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI). Both ETFs will distribute $0.225 per share, with MDST offering a 10.1% annualized distribution rate and WEEI providing a 12.7% rate.
MDST, launched in April 2024, focuses on midstream energy companies and has accumulated $150 million in net assets. WEEI, launched April 2024, provides broad energy sector exposure and has $28 million in net assets. Both funds combine dividend yields with options premiums from covered calls to generate monthly income.
Performance data shows MDST with a 17.99% return since inception, while WEEI has recorded a -2.30% return since inception. The current month's distribution for both ETFs is 100% return of capital (ROC).
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