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.
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).
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% annualized distribution rate.
MDST, launched in April 2024, focuses on midstream energy companies and has accumulated $129 million in net assets. WEEI, launched April 2024, provides exposure to various energy companies and has $20 million in net assets. Both funds combine dividend yields with options premiums from covered calls to generate monthly income.
Performance data shows MDST has achieved 17.99% returns since inception, while WEEI has seen a -2.30% return since inception. The current month's distribution for both ETFs is 100% return of capital (ROC).
Westwood Holdings Group (NYSE:WHG) reported strong Q2 2025 results with assets under management reaching $18.3 billion, up from $16.8 billion year-over-year. The company achieved quarterly revenues of $23.1 million and net income of $1.0 million, compared to a $2.2 million loss in Q2 2024.
Key highlights include WHG's addition to the Russell 2000 Index, their Enhanced Midstream Energy ETF (MDST) surpassing $100 million with a 10.2% distribution rate, and multiple investment strategies outperforming benchmarks. The company declared a $0.15 per share dividend and maintains a strong balance sheet with $33.1 million in cash and no debt.
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 10.2% annualized distribution rate and WEEI providing 12.8%.
MDST, launched in April 2024, focuses on midstream energy companies and has accumulated $124 million in net assets. WEEI, launched April 30, 2024, provides exposure to various energy sectors and has $19 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 experienced a -2.30% return. The current month's distribution for both ETFs is 100% return of capital (ROC).
Westwood Holdings Group (NYSE:WHG) has announced it will release its second quarter 2025 earnings after the NYSE market close on Friday, August 8, 2025. The company will host a live audio webcast and conference call at 4:30 PM Eastern Time on the same day.
Westwood Holdings Group is a boutique asset management firm with over 40 years of experience, offering actively-managed investment strategies and wealth services to institutional, intermediary and private wealth clients. The woman-founded firm emphasizes a client-first approach and provides bespoke investment strategies with vehicle-optimized solutions.
WEBs Investments, in partnership with Westwood Holdings Group (NYSE: WHG), has launched 11 new Defined Volatility Sector ETFs on the Nasdaq. These innovative funds apply WEBs' Defined Volatility strategy to individual S&P 500 sectors, tracking Select Sector SPDR ETFs.
The ETFs utilize a dynamic volatility management approach that evaluates short-term realized volatility daily using 21-day trading data. When volatility falls below the defined level (ranging from 20% to 30%), exposure to the underlying ETF increases. Conversely, when volatility exceeds targets, exposure shifts to cash equivalents or U.S. Treasuries.
This expansion builds upon WEBs' flagship products, DVSP and DVQQ, offering investors more precise control over risk and sector exposure while aiming to deliver better risk-adjusted returns.
[ "Launch of 11 new sector-specific ETFs expands product portfolio significantly", "Dynamic volatility management system provides automated risk control", "Partnership with established firms Westwood Holdings and Syntax enhances credibility", "Builds on successful existing products DVSP and DVQQ" ]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 10.0% annualized distribution rate and WEEI providing a 13.0% rate.
MDST, launched in April 2024 with $102 million in net assets, focuses on midstream energy companies and has delivered 17.99% returns since inception. WEEI, launched April 30, 2024 with $18 million in net assets, provides broad energy sector exposure but has seen a -2.30% return since inception. Both actively managed funds combine dividend yields and options premiums from covered calls to generate monthly income.
Westwood Holdings Group (NYSE: WHG) announced that its Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST) has surpassed $100 million in assets under management, just over a year after its launch. The ETF, which combines midstream energy sector exposure with a covered-call strategy, has delivered an annualized distribution rate of 10.2% distributed monthly.
The Fund's performance metrics show strong results, with NAV returns of 22.95% since inception (April 8, 2024) and a 30-day SEC yield of 3.69%. MDST offers investors exposure to midstream infrastructure companies while seeking additional yield through options premiums, providing a tax-efficient strategy without requiring K-1 filing.