Westwood Hldgs Stock Price, News & Analysis

Westwood Holdings Group (NYSE:WHG) has announced it will release its second quarter 2025 earnings after the NYSE market close on Friday, August 8, 2025. The company will host a live audio webcast and conference call at 4:30 PM Eastern Time on the same day.

Westwood Holdings Group is a boutique asset management firm with over 40 years of experience, offering actively-managed investment strategies and wealth services to institutional, intermediary and private wealth clients. The woman-founded firm emphasizes a client-first approach and provides bespoke investment strategies with vehicle-optimized solutions.

WEBs Investments, in partnership with Westwood Holdings Group (NYSE: WHG), has launched 11 new Defined Volatility Sector ETFs on the Nasdaq. These innovative funds apply WEBs' Defined Volatility strategy to individual S&P 500 sectors, tracking Select Sector SPDR ETFs.

The ETFs utilize a dynamic volatility management approach that evaluates short-term realized volatility daily using 21-day trading data. When volatility falls below the defined level (ranging from 20% to 30%), exposure to the underlying ETF increases. Conversely, when volatility exceeds targets, exposure shifts to cash equivalents or U.S. Treasuries.

This expansion builds upon WEBs' flagship products, DVSP and DVQQ, offering investors more precise control over risk and sector exposure while aiming to deliver better risk-adjusted returns.

[ "Launch of 11 new sector-specific ETFs expands product portfolio significantly", "Dynamic volatility management system provides automated risk control", "Partnership with established firms Westwood Holdings and Syntax enhances credibility", "Builds on successful existing products DVSP and DVQQ" ]

Westwood Holdings Group (WHG) has announced monthly income distributions for two of its ETFs: the Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI). Both ETFs will distribute $0.225 per share, with MDST offering a 10.0% annualized distribution rate and WEEI providing a 13.0% rate.

MDST, launched in April 2024 with $102 million in net assets, focuses on midstream energy companies and has delivered 17.99% returns since inception. WEEI, launched April 30, 2024 with $18 million in net assets, provides broad energy sector exposure but has seen a -2.30% return since inception. Both actively managed funds combine dividend yields and options premiums from covered calls to generate monthly income.

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 (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 in April 2024 with $92M in assets, focuses on midstream energy companies and offers a 10.2% annualized distribution rate. WEEI, launched April 2024 with $16M in assets, provides exposure to broad energy companies with a 13.5% distribution rate. Both actively managed ETFs combine dividend yields and options premiums from covered calls to generate monthly income. MDST has shown strong performance with 22.95% return since inception, while WEEI has delivered 4.05% since its launch. Both funds currently distribute $0.225 per share monthly, with current month distributions being 100% return of capital.

Westwood Holdings Group (NYSE: WHG) has appointed Jan Ryan to its Board of Directors. Ryan brings over 30 years of leadership experience in technology, venture capital, revenue strategy, and operational alignment. As founder and managing partner of 3Hills Group, she advises CEOs and boards on growth strategy and innovation. Her track record includes executive roles leading to four successful acquisitions and one IPO. Ryan co-founded Social Dynamx, a SaaS platform acquired by Lithium Technologies, and served as executive director of entrepreneurship at UT Austin. She co-founded the Kendra Scott Women's Entrepreneurial Leadership Institute and currently teaches at UT. Her expertise spans growth strategy, client experience transformation, technology risk oversight, and ESG-aligned leadership.

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 (WHG) has announced monthly income distributions for two of its ETFs: Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI). Both ETFs will distribute $0.225 per share, with MDST offering a 10.2% annualized distribution rate and WEEI providing a 13.4% rate. MDST, launched in April 2024, focuses on midstream energy companies and has accumulated $84 million in net assets. WEEI, launched April 30, 2024, provides exposure to various energy companies and has $16 million in net assets. Both funds combine dividend yields with options premiums from covered calls to generate monthly income. Performance data shows MDST's NAV return at 22.95% since inception, while WEEI's NAV return stands at 4.05%.

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).