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. reports news tied to its role as a publicly traded investment management boutique and wealth management firm serving institutional, intermediary and private wealth clients. Updates commonly cover assets under management and advisement, quarterly results, cash dividends, institutional sales, and the performance of advisory and trust activities.
Company news also follows Westwood’s ETF platform, including monthly income distributions for the Westwood Salient Enhanced Midstream Income ETF, Westwood Salient Enhanced Energy Income ETF and Westwood Enhanced Income Opportunity. Recurring ETF themes include actively managed income strategies, covered-call options premiums, energy and midstream exposure, capital-markets support for trading quality, and changes to fund offerings.
Westwood Holdings Group (NYSE:WHG) announced monthly distributions for three funds: MDST (0.225/share; annualized 9.4%), WEEI (0.225/share; annualized 11.2%) and YLDW (0.148/share; annualized 7.1%).
As of April 29, 2026, net assets: MDST $242M, WEEI $71M, YLDW $23M. Standardized performance as of 3/31/26 and 30-day yields are reported; current month distributions for MDST and WEEI are 100% return of capital.
Westwood Holdings Group (NYSE: WHG) reported Q1 2026 results: AUM/AUA $18.3B (AUM $17.3B; AUA $0.9B). Quarterly revenue was $25.0M, net income $0.8M, and Non-GAAP Economic Earnings $2.8M.
Other highlights: ETFs surpassed $300M, Westwood Energy Secondaries Fund II final close exceeded $300M, cash and investments $52.1M, stockholders' equity $125.0M, no debt, and a cash dividend of $0.15 payable July 1, 2026.
Westwood (NYSE: WHG) announced on April 27, 2026 a strategic partnership with ETF Capital Markets Advisors to provide embedded capital markets consulting for Westwood’s ETF platform. The engagement assigns Nicholas Phillips to advise on trading, liquidity, execution quality and market structure for Westwood ETF products.
Services include execution optimization, market maker and authorized participant engagement, premium/discount analysis, best-execution framework, distribution support and portfolio implementation advisory.
Westwood Holdings Group (NYSE: WHG) will release first quarter 2026 earnings after the NYSE close on April 30, 2026, followed by a live audio webcast and conference call at 4:30 PM ET. Registration is required for the call and webcast; registered participants receive dial-in details and a Registrant ID.
Investors can listen via the company website at westwoodgroup.com/investor-relations/events-webcasts. Contact: Terry Forbes, (214) 756-6900.
Westwood Holdings Group (NYSE: WHG) announced monthly income distributions for three funds: MDST, WEEI and YLDW. Distribution per share: MDST $0.225, WEEI $0.225, YLDW $0.144. Annualized distribution rates as of March 30, 2026: MDST 9.4%, WEEI 11.0%, YLDW 7.2%.
The release lists fund strategies, inceptions, expense ratios, net assets ($229M MDST, $65M WEEI, $19M YLDW as of 3/30/26), standardized performance to 3/31/26, and 30‑day yields. MDST and WEEI's current month distribution is reported as 100% return of capital.
Westwood Holdings Group (NYSE: WHG) marked the 25th anniversary of the Westwood Real Estate Income Fund on March 30, 2026.
The fund, launched in 2001, emphasizes preferred securities of REITs, valuation discipline and risk management, and invests across logistics, data centers, manufactured housing and essential infrastructure.
Westwood Holdings Group (WHG) announced monthly income distributions for three income-focused funds: MDST, WEEI and YLDW. The press release lists per-share distributions (MDST/WEEI $0.225; YLDW $0.148) and annualized distribution rates (MDST 9.5%, WEEI 11.6%, YLDW 7.0%).
The filing notes fund assets as of Feb 26, 2026: MDST $209M, WEEI $48M; YLDW had $16M as of Jan 29, 2026. MDST and WEEI distributions for the current month are disclosed as 100% return of capital. Expense ratios and year-to-date and since-inception performance figures are shown for each ETF.
Westwood (NYSE: WHG) announced its Westwood Enhanced Income Series™ ETFs surpassed $250 million in assets under management on Feb 19, 2026. Concurrently, the Westwood Salient Enhanced Midstream Income ETF (MDST) reached $200 million in AUM.
The series pairs actively managed equity exposure with an options-based income overlay across income-focused ETFs including YLDW and WEEI, aiming to generate distributable monthly income via dividends and covered-call premiums for advisors and investors.
Westwood Holdings Group (NYSE: WHG) will close and liquidate the Westwood LBRTY Global Equity ETF (NYSE Arca: BFRE). Trading ends on Feb 27, 2026 and liquidation distributions are expected on Mar 6, 2026. The fund will convert holdings to cash or liquid assets and distribute net asset value to remaining shareholders; distributions may be taxable.
Shareholders can sell before Feb 27, 2026; post-close liquidity may be limited and creations/redemptions end on the closing date.
Westwood Holdings Group (NYSE: WHG) reported Q4 and full-year 2025 results showing firmwide assets under management and advisement of $17.4 billion and ETF platform AUM exceeding $200 million. Quarterly revenues were $27.1 million; Q4 GAAP income was $1.9 million. For full-year 2025, income was $7.1 million and diluted EPS was $0.79. The firm closed energy secondaries and co-investment funds with over $300 million in commitments and launched YLDW ETF. Westwood declared a $0.15 per-share cash dividend payable April 1, 2026. Management cited higher ETF and private-fund revenues and a first institutional client for Managed Investment Solutions.