Westwood Holdings Group, Inc. (WHG)
| Market Cap | 145.30M |
| Revenue (ttm) | 97.76M |
| Net Income (ttm) | 7.06M |
| Shares Out | 8.51M |
| EPS (ttm) | 0.79 |
| PE Ratio | 21.05 |
| Forward PE | n/a |
| Dividend | $0.60 (3.52%) |
| Ex-Dividend Date | Mar 3, 2026 |
| Volume | 7,288 |
| Open | 16.77 |
| Previous Close | 16.63 |
| Day's Range | 16.75 - 17.30 |
| 52-Week Range | 14.51 - 18.99 |
| Beta | 0.76 |
| Analysts | n/a |
| Price Target | n/a |
| Earnings Date | Apr 30, 2026 |
About WHG
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust ... [Read more]
Financial Performance
In 2025, Westwood Holdings Group's revenue was $97.76 million, an increase of 3.21% compared to the previous year's $94.72 million. Earnings were $7.06 million, an increase of 218.65%.
Financial StatementsNews
Westwood Engages ETF Capital Markets Advisors to Enhance ETF Trading, Liquidity and Market Quality
DALLAS, April 27, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG), a leading boutique asset manager, today announced that it has entered into a strategic partnership with ETF Capital Mark...
Westwood Holdings Group, Inc. to Host First Quarter 2026 Conference Call/Webcast
DALLAS, April 16, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its first quarter 2026 earnings after the close of the New York Stock Exchange on Thursday, April 30, 2...
Westwood Real Estate Income Fund Celebrates 25-Year Anniversary
DALLAS, March 30, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG) today announced the 25th anniversary of the Westwood Real Estate Income Fund, marking a quarter-century of disciplined in...
Westwood Enhanced Income Series™ ETF Platform Surpasses $250 Million in Assets
DALLAS, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG), a leading boutique asset manager, today announced the Westwood Enhanced Income Series™ ETFs, a key component of Westwood'...
Westwood Holdings Group Announces Liquidation of Westwood LBRTY Global Equity ETF
DALLAS, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG), a leading boutique asset manager, today announced plans to close and liquidate the Westwood LBRTY Global Equity ETF (NYSE...
Westwood Holdings Group Earnings Call Transcript: Q4 2025
Achieved strong sales growth and product milestones in 2025, with revenues and net income rising year-over-year. Despite Q4 outflows, robust pipeline and ETF expansion position the firm for continued growth.
Westwood Holdings Group Reports Fourth Quarter and Full Year 2025 Results
Our expanded ETF platform now exceeds $200 million in AUMSuccessful year-end close of WES II with over $300 million in commitmentsManaged Investment Solutions team secured its first institutional clie...
Westwood Holdings Group, Inc. to Host Fourth Quarter and Fiscal Year 2025 Conference Call/Webcast
DALLAS, Jan. 30, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its fourth quarter and fiscal year 2025 earnings after the close of the New York Stock Exchange on Frida...
Westwood Closes Second Flagship Energy Secondaries Fund with More Than $300 Million Raised
Fundraise underscores the success of Westwood's growing alternative investments platform, which continues to scale and offers differentiated alternative products to institutional clients DALLAS, Jan...
Westwood Raises $300 Million for Oil Patch Secondary Bets
The asset manager aims to gain from private-equity investors looking to sell fund stakes backing oil and gas assets.
Westwood Expands Enhanced Income Series™ ETFs with Launch of Westwood Enhanced Income Opportunity ETF (YLDW)
DALLAS, Dec. 12, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG), a leading boutique asset manager, today announced the launch of the Westwood Enhanced Income Opportunity ETF (NYSE: YLDW)...
Westwood Holdings Group, Inc. Recognized in Pensions & Investments' Best Places to Work in Money Management
NEW YORK, Dec. 08, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. was recognized in the 2025 Best Places to Work in Money Management awards announced by Pensions & Investments today. Presented...
Westwood Holdings Group Earnings Call Transcript: Q3 2025
Q3 2025 saw revenue and net income growth, driven by higher AUM, strong ETF and private fundraising performance, and robust results in Energy and Real Asset strategies. Cost reductions and a debt-free balance sheet support a positive outlook, with new mandates and product launches expected to fuel further growth.
Westwood Holdings Group, Inc. Reports Third Quarter 2025 Results
MDST ETF Surpasses $150 million and Captured 30% of September Monthly Midstream ETF FlowsWEBs Partnership Launches Eleven New Sector ETFsPrivate Fund Raising Exceeds Expectations
WEBs Investments Announces Name Changes for Defined Volatility℠ ETFs
PARK CITY, Utah, Oct. 27, 2025 (GLOBE NEWSWIRE) -- WEBs Investments Inc. (WEBs), an innovator in volatility-managed investment solutions, today announces updated fund names for its Defined Volatility℠...
Westwood Holdings Group, Inc. to Host Third Quarter 2025 Conference Call/Webcast
DALLAS, Oct. 17, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its third quarter 2025 earnings after the close of the New York Stock Exchange on Thursday, October 30, ...
Westwood Holdings Group Earnings Call Transcript: Q2 2025
AUM grew 9% year-over-year to $18.3B, with strong ETF and alternative strategy milestones. Q2 net income improved to $1M, and the firm remains debt-free with a $0.15 dividend declared. Strategic shifts include a multifamily office model and continued ETF innovation.
Westwood Holdings Group, Inc. Reports Second Quarter 2025 Results
Assets Under Management totaled $18.3 billion, up from $16.8 billion last yearWHG joined the Russell 2000 Index in our 24th Year as a Public CompanyEnhanced Midstream Energy ETF (MDST) surpassed $100 ...
Westwood Holdings Group, Inc. to Host Second Quarter 2025 Conference Call/Webcast
DALLAS, July 23, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its second quarter 2025 earnings after the close of the New York Stock Exchange on Friday, August 8, 202...
Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST) Surpasses $100 Million in Assets, Underscoring Strong Investor Demand
DALLAS, June 25, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG), a boutique asset management, trust and wealth services firm, is proud to announce that the Westwood Salient Enhanced Mid...
Westwood Holdings Group Names Jan Ryan to Its Board of Directors
DALLAS, June 03, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG), a boutique asset management, trust and wealth services firm, today announced the appointment of Jan Ryan to its Board of ...
Randy A. Bowman Appointed Chairman of the Board at Westwood Holdings Group
DALLAS, May 09, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG) (“Westwood”), a publicly traded investment management boutique, trust and wealth services firm, is pleased to announce that...
Westwood Holdings Group Earnings Call Transcript: Q1 2025
Q1 2025 saw revenue of $23.3M and net income of $0.5M, with $18B in assets under management and advisement. Major wins included a $1B sub-advisory mandate and strong ETF growth, while market volatility and macro risks remain key concerns.
Westwood Holdings Group, Inc. Reports First Quarter 2025 Results
Exceptional sales performance drives positive flows in Institutional and Intermediary channels Strategic ETF platform expansion continues with launch of LBRTY Global Equity ETF (NYSE:BFRE) One-year an...
Westwood Celebrates One-Year Anniversary of Westwood Salient Enhanced Energy Income ETF (NYSE: WEEI)
DALLAS, April 30, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG) , a boutique asset management, trust and wealth services firm, is pleased to celebrate the one-year anniversary of the We...