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Overview of Westwood Holdings Group, Inc. (WHG)
Westwood Holdings Group, Inc. is a diversified asset management boutique that combines investment management and trust services to deliver highly tailored financial solutions. Trading under the symbol WHG on the New York Stock Exchange, the firm serves a wide range of clients including institutional investors, private wealth individuals, and financial intermediaries. With a rich legacy built over decades, Westwood has developed a robust operational framework that positions it as a comprehensive service provider in the asset management space.
Core Business Segments and Investment Solutions
Westwood operates primarily through two integrated segments: the Advisory segment and the Trust segment. The Advisory division is responsible for delivering a spectrum of investment strategies that include U.S. equities, multi-asset, global and emerging markets equities, convertible securities, and master limited partnerships (MLPs). These strategies are accessible via multiple channels such as separate accounts, mutual funds, UCITS funds, and other pooled vehicles, thereby enabling a customized approach to meet diverse investor profiles.
The Trust segment, on the other hand, provides comprehensive trust and custodial services. This division not only supports asset safeguarding through common trust funds tailored for institutions and high-net-worth individuals but also emphasizes a client-centric fiduciary model that underscores the importance of both security and long-term stewardship.
Innovative ETF Platform and Volatility-Managed Strategies
A key highlight of Westwood’s operational ingenuity is its foray into innovative ETF solutions. The firm has strategically partnered with WEBs Investments Inc., a leader in volatility-managed investment strategies, to expand its ETF platform. This collaboration integrates dynamic, rules-based investment approaches aimed at adjusting exposure in real time based on market volatility. Such innovative products are designed to potentially enhance risk-adjusted returns, ensuring that portfolios are resilient in various market conditions. With this initiative, Westwood not only diversifies its array of product offerings but also addresses changing investor demands for sophisticated, volatility-managed tools.
Business Model and Market Positioning
The structural foundation of Westwood is its dual-segment business model that harmonizes active investment management with upscale trust services. The Advisory segment is the primary revenue driver, generating sustainable income through fees associated with managing diversified investment portfolios spanning U.S. equities, multi-asset configurations, and niche market strategies. Meanwhile, the Trust segment complements this by offering custodial and fiduciary services that foster robust, long-term client relationships.
Westwood’s market position is bolstered by its broad-based employee ownership and its strategic geographic footprint. With its headquarters based in Dallas, TX, and additional offices in major financial centers such as Toronto, Boston, Houston, Chicago, and San Francisco, the firm effectively combines local market insight with expansive national operations. This geographical diversity supports its ability to serve both institutional and private wealth clientele across dynamic market environments.
Operational Excellence and Risk Management
Westwood is distinguished by its commitment to operational excellence and rigorous risk management practices. The firm employs advanced tactical asset allocation strategies that allow it to adjust swiftly to market changes and volatility. Its incorporation of dynamic volatility management—especially evident in its ETF strategies—demonstrates an adept use of contemporary financial instruments and risk mitigation techniques. This rigorous approach ensures that client portfolios maintain a balance between growth potential and risk control.
Client-Centric Approach and Strategic Expertise
Central to Westwood’s philosophy is a deep commitment to serving the nuanced needs of its clients. The firm’s bespoke investment solutions are designed to cater to a diverse investor base that spans corporate retirement plans, public pensions, endowments, foundations, and high-net-worth individuals. By providing a customizable array of investment vehicles including separate accounts, mutual funds, and UCITS funds, Westwood affirms its dedication to delivering personalized financial strategies.
Moreover, Westwood’s emphasis on employee ownership fosters a culture where client interests and long-term value creation are paramount. This alignment of internal incentives with client success underscores the firm's trustworthiness and commitment to excellence.
Key Investment Themes and Industry Terminology
- Asset Management Innovation: Westwood leverages cutting-edge techniques such as dynamic volatility management in its ETF offerings.
- Integration of Advisory and Trust Services: The dual-segment strategy enables a comprehensive approach to managing client assets securely.
- Multi-Asset Diversification: A broad spectrum of investment strategies allows for tailored portfolio construction that meets diverse risk preferences.
- Risk-Managed Investment Solutions: The firm’s tactical approach ensures resilience through adaptive asset allocation and comprehensive risk controls.
Overall, Westwood Holdings Group, Inc. presents itself as a multifaceted entity in the asset management industry. Its sophisticated blend of active, outcome-oriented investment management with dedicated trust services, combined with forward-thinking ETF innovations, offers an enduring model tailored to meet the complexities of an evolving financial landscape. The firm’s expertise, operational agility, and deep understanding of market dynamics reinforce its standing as a resilient and comprehensive solution provider.
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.
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.
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