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.
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.
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.