Westwood Hldgs Stock Price, News & Analysis

Westwood Holdings Group (NYSE: WHG) has announced the appointment of Randy A. Bowman as the new Chairman of its Board of Directors. Bowman, who has served on Westwood's board since 2021, succeeds Dick Frank, who is stepping down after 19 years of board service, including 10 years as Board Chair. Bowman brings significant experience as an entrepreneur and leader, currently serving as Chair of the City of Dallas Employee Retirement Fund and the Impact Dallas Capital Mezzanine Fund. The new chairman has been actively involved in shaping Westwood's strategic direction over the past four years.

Westwood Holdings Group (NYSE: WHG) reported mixed Q1 2025 results, with quarterly revenues of $23.3 million, down from Q4's $25.6 million but up from $22.7 million year-over-year. The company achieved notable success in its Institutional channel, securing a significant $1 billion sub-advisory mandate in Small Cap Value strategy.

Key highlights include:

• Net income of $0.5 million, compared to $2.1 million in Q4
• Non-GAAP Economic Earnings of $2.5 million
• Assets under management of $17.0 billion
• Cash dividend declared at $0.15 per share

The company's Intermediary channel recorded its strongest sales quarter since 2022, particularly in energy offerings. Their ETF business showed growth with the one-year anniversary of MDST ETF achieving a 10.5% annualized distribution rate and the launch of new LBRTY Global Equity ETF (NYSE:BFRE).

Westwood Holdings Group celebrates the one-year anniversary of its Westwood Salient Enhanced Energy Income ETF (WEEI), reporting an impressive 11.9% annualized distribution rate as of March 28, 2025. The ETF, which launched on April 30, 2024, combines energy sector exposure with a covered-call strategy to generate enhanced income.

WEEI's performance metrics show an 8.63% NAV return and 8.86% market price return for Q1 2025, with a 4.05% and 4.30% return since inception, respectively. The fund maintains an expense ratio of 0.85% and a 30-day yield of 2.34%.

The ETF follows the success of its sister fund, Westwood Salient Enhanced Midstream Income ETF (MDST), which is approaching $100 million in assets under management. Portfolio managers Greg Reid and Parag Sanghani emphasize WEEI's role in providing both attractive income and broader energy sector exposure through a tax-efficient, transparent, and accessible structure.

Westwood Holdings Group (NYSE:WHG) has announced it will release its first quarter 2025 earnings after the NYSE market close on Wednesday, April 30, 2025. The company will host a live audio webcast and conference call at 4:30 PM ET (3:30 PM CT) following the release.

Founded in 1983, Westwood is a focused investment management boutique and wealth management firm offering various investment solutions including U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return, and Managed Investment Solutions. These services are available through separate accounts, Westwood Funds mutual funds, ETFs, and other pooled vehicles.

The Dallas-based company, which also has offices in Chicago, Houston, and San Francisco, trades on the NYSE under the symbol 'WHG' and features significant employee ownership.

Westwood Holdings Group (NYSE: WHG) celebrates the one-year anniversary of its Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST), with assets approaching $100 million. The fund, launched as Westwood's first ETF, delivers a 10.5% annualized distribution rate as of March 28, 2025.

MDST combines midstream energy sector exposure with a covered-call strategy, offering investors access to infrastructure companies' stability while generating additional yield through options premiums. The fund's performance metrics show strong results, with a 22.95% return since inception (NAV) and a 5.71% return for Q1 2025.

Under the leadership of Greg Reid, President of Real Assets, and Parag Sanghani, Energy team senior portfolio manager, MDST maintains a 0.80% expense ratio and a 3.69% 30-day yield. The success has led to Westwood's ETF platform expansion to five funds, with more planned according to CEO Brian Casey.

Westwood Holdings Group (WHG) has announced monthly income distributions for two ETFs: the Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI). Both actively managed funds provide double-digit income through dividends and options premiums.

MDST, launched April 8, 2024, focuses on midstream energy companies with $85 million in net assets and a 10.5% annualized distribution rate. WEEI, launched April 30, 2024, offers broad energy sector exposure with $17 million in net assets and an 11.9% distribution rate. Both ETFs distribute $0.225 per share monthly.

Performance data shows MDST has achieved 16.31% returns since inception (NAV), while WEEI shows -4.22% returns. MDST's current distribution is 100% return of capital, while WEEI's is 23.15% return of capital.

Westwood Holdings Group (WHG) has launched the Westwood LBRTY Global Equity ETF (NYSE: BFRE), a new ETF designed to limit exposure to authoritarian regimes while maintaining broad market diversification. The fund employs TOBAM's LBRTY methodology, which systematically reduces exposure to companies vulnerable to autocratic governments.

The ETF operates on two levels: it excludes stocks from nations lacking democratic governance and prioritizes companies in democratic countries with minimal authoritarian regime exposure. The strategy aims to mitigate geopolitical risks and market volatility associated with authoritarian rule, particularly focusing on reducing exposure to countries like China and Russia.

BFRE utilizes multi-dimensional datasets from independent sources to measure global democracy and provides broad market coverage across developed and emerging markets. The fund's approach offers a more comprehensive assessment than traditional exclusion-based strategies, aiming to deliver improved long-term risk-reward outcomes for investors.

Westwood Holdings Group (NYSE: WHG), a boutique asset management, trust and wealth services firm, has appointed two new members to its Board of Directors: J. Hale Hoak from Dallas and Katherine Murray from Houston.

The appointments strengthen the Board's expertise in finance, investment management, and corporate governance. Murray brings significant financial expertise in the energy sector and public accounting, while Hoak contributes extensive investment experience and strategic insight.

CEO Brian O. Casey emphasized that these Texas-based board members will enhance the team's core values with diverse perspectives rooted in local knowledge. Both new directors expressed commitment to supporting Westwood's client-first approach and investment excellence.