Westwood Holdings Group

WHG

Market cap $176M

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. 14, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG) (“Westwood” or the “Firm”), a boutique asset management firm with more than $18 billion in assets under management and advisement, today announced the final close of Westwood Energy Secondaries Fund II, LLC and two related co-investment funds (collectively “WES II” or the “Funds”), with over $300 million in capital commitments raised. The capital raise far exceeded Westwood's target of $150 million and reflects continued investor interest in Westwood's energy secondaries business.

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), the newest addition to the Westwood Enhanced Income Series™ ETFs, part of Westwood's growing ETF platform, which recently surpassed $200M in AUM. YLDW expands Westwood's income-generating ETFs by bringing its proven multi-asset income specialization to the ETF marketplace, enhanced through a covered-call options strategy.

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 by Pensions & Investments, the global news source of money management and institutional investing, the 14th annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry.

Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF

Westwood Holdings reported 3Q25 results, with net income boosted by a non-recurring, unrealized private-valuation update. WHG continues to experience net outflows in core segments, with AUM growth driven by market appreciation rather than organic inflows. ETF platforms, especially energy income and defined volatility ETFs, are growing, but not enough to offset declines in mutual funds and institutional accounts.

Westwood Holdings Group, Inc. ( WHG ) Q3 2025 Earnings Call October 30, 2025 4:30 PM EDT Company Participants Jill Meyer - Corporate Secretary & Director of Fiduciary Services Brian Casey - CEO & Director Terry Forbes Conference Call Participants Macrae Sykes - GAMCO Investors, Inc. Presentation Operator Thank you for standing by, and welcome to Westwood Holdings Group's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] I would now like to hand the call over to Jill Meyer, Chief Legal Counsel.

MDST ETF Surpasses $150 million and Captured 30% of September Monthly Midstream ETF FlowsWEBs Partnership Launches Eleven New Sector ETFsPrivate Fund Raising Exceeds Expectations

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℠ ETF suite, effective immediately. The revised names are designed to give investors a clearer view of each fund's underlying exposure, creating a unified structure across the entire Defined Volatility lineup.

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, 2025. Following the release, the Company will host a live audio webcast and conference call at 4:30 pm Eastern Time (3:30 pm Central Time).

Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF