Westwood Hldgs Stock Price, News & Analysis

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.

Westwood Holdings Group (WHG) has announced monthly income distributions for two of its actively managed ETFs: the Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI).

MDST, launched April 8, 2024, focuses on midstream energy companies and MLPs involved in energy product transportation and distribution. The fund has accumulated $81 million in net assets as of February 27, 2025. WEEI, launched April 30, 2024, provides exposure to various energy sector companies and has reached $16 million in net assets.

Both ETFs are designed to generate high monthly income through a combination of dividend yields and options premiums from covered calls, currently delivering double-digit income to investors. The funds aim to provide both current income and potential capital appreciation within the energy sector.

Westwood Holdings Group (NYSE: WHG) reported Q4 2024 results with quarterly revenues of $25.6 million, up from $23.7 million in Q3 and $23.2 million year-over-year. The company achieved comprehensive income of $2.1 million and Non-GAAP Economic Earnings of $3.4 million for the quarter.

Several investment strategies outperformed benchmarks, including LargeCap Value and Multi-Asset Income. The Westwood Salient Enhanced Midstream Income ETF (MDST) reached $73 million in assets. The company launched two new ETFs under the Westwood Engineered Beta partnership.

The Board authorized an additional $5.0 million for share repurchases and declared a $0.15 per share dividend. As of December 31, 2024, the company held $44.6 million in cash and liquid investments, with stockholders' equity at $120.3 million and no debt.

Westwood Holdings Group (WHG) announced monthly income distributions for two ETFs: Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI). MDST, launched April 8, 2024, provides a 9.7% annualized distribution rate with $79 million in net assets. WEEI, launched April 30, 2024, offers a 12.1% annualized distribution rate with $14 million in net assets.

Both actively managed ETFs combine dividend yield and options premiums from covered calls to generate monthly income. MDST focuses on midstream energy companies, while WEEI provides broad exposure to energy companies. As of December 31, 2024, MDST showed positive performance with 16.31% return since inception (NAV), while WEEI showed -4.22% return since inception (NAV).

Westwood Holdings Group (NYSE:WHG) has announced it will release its fourth quarter and fiscal year 2024 earnings after the NYSE closes on Wednesday, February 12, 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 company maintains offices in Dallas, Chicago, Houston, and San Francisco, and features significant employee ownership.

Westwood Holdings Group (WHG) has announced monthly income distributions for two ETFs: Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI). MDST, launched April 8, 2024, with $75 million in net assets, offers a 9.9% annualized distribution rate. WEEI, launched April 30, 2024, with $14 million in net assets, provides a 12.3% annualized distribution rate.

Both actively managed ETFs combine dividend yields and options premiums from covered calls to generate monthly income. MDST focuses on midstream energy companies and has shown strong performance with 16.31% returns since inception. WEEI, which provides exposure to various energy sector companies, has experienced a decline of -4.22% since inception. The current month's distribution is 100% return of capital for MDST and 23.15% ROC for WEEI.

WEBs Investments and Westwood Holdings Group (NYSE: WHG) have launched two new ETFs: the WEBs Defined Volatility℠ SPY ETF (DVSP) and WEBs Defined Volatility℠ QQQ ETF (DVQQ). These innovative funds use a dynamic, rules-based strategy to adjust market exposure based on real-time volatility.

The ETFs track the Syntax Defined Volatility℠ indices and employ total return swaps during low-volatility periods to enhance returns, while shifting to cash and U.S. Treasuries during high-volatility periods to minimize losses. The strategy offers uncapped upside potential to SPY and QQQ while aiming to provide portfolio stability and dividend income.

This launch represents WEBs' initial product suite, developed by ETF industry veterans led by Ben Fulton, and expands Westwood's ETF platform through their strategic partnership.

Westwood Holdings Group (WHG) has announced monthly income distributions for its two ETFs: Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST) and Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI). Both ETFs provide double-digit income from dividends and options premiums. MDST offers a distribution per share of $0.225 with an annualized distribution rate of 9.8%, while WEEI offers the same per share distribution with an annualized rate of 11.4%.

MDST, launched on April 8, 2024, invests in midstream energy companies and has net assets of $57 million. WEEI, launched on April 30, 2024, targets broader energy sector exposure with net assets of $14 million. Performance data as of 9/30/24 shows MDST with a NAV return of 8.18% since inception and an expense ratio of 0.80%. WEEI, however, shows a NAV return of -2.50% since inception and an expense ratio of 0.85%.

Distributions include return of capital, which may lower the ETF’s NAV and trading price over time. Investors should note that past performance is not indicative of future results.