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. reports news tied to its role as a publicly traded investment management boutique and wealth management firm serving institutional, intermediary and private wealth clients. Updates commonly cover assets under management and advisement, quarterly results, cash dividends, institutional sales, and the performance of advisory and trust activities.
Company news also follows Westwood’s ETF platform, including monthly income distributions for the Westwood Salient Enhanced Midstream Income ETF, Westwood Salient Enhanced Energy Income ETF and Westwood Enhanced Income Opportunity. Recurring ETF themes include actively managed income strategies, covered-call options premiums, energy and midstream exposure, capital-markets support for trading quality, and changes to fund offerings.
Westwood Holdings Group (NYSE: WHG) reported Q4 and full-year 2025 results showing firmwide assets under management and advisement of $17.4 billion and ETF platform AUM exceeding $200 million. Quarterly revenues were $27.1 million; Q4 GAAP income was $1.9 million. For full-year 2025, income was $7.1 million and diluted EPS was $0.79. The firm closed energy secondaries and co-investment funds with over $300 million in commitments and launched YLDW ETF. Westwood declared a $0.15 per-share cash dividend payable April 1, 2026. Management cited higher ETF and private-fund revenues and a first institutional client for Managed Investment Solutions.
Westwood Holdings Group (WHG) announced monthly distributions for three funds: MDST (0.225 per share, annualized 9.9%), WEEI (0.225, annualized 11.9%) and YLDW (0.149, annualized 7.0%).
MDST has $188M AUM, WEEI $40M, YLDW $10M as of Jan 29, 2026. MDST and WEEI distributions for the current month are reported as 100% return of capital.
Westwood Holdings Group (NYSE:WHG) will release fourth quarter and fiscal year 2025 earnings after the NYSE close on February 13, 2026, followed by a live audio webcast and conference call at 4:30 PM ET (3:30 PM CT). Participants must register to receive dial-in details and a personalized PIN. Webcast and registration links are provided for investors to access the event and replay information.
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.