Westwood Hldgs Stock Price, News & Analysis

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.

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.