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 funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
IPO Year:
Exchange: NYSE
Website: westwoodgroup.com
DALLAS, Sept. 05, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE:MDST) and Westwood Salient Enhanced Energy Income ETF (NASDAQ:WEEI) as shown in the table below. MDST, the older of the two ETFs, recently surpassed $50 million in assets under management (AUM). This pair of Westwood Exchange- Traded Funds (ETFs) deliver income from both dividends and options premiums to help provide monthly income distributions for investors. Most recently, both strategies are providing double-digit income to investors.
DALLAS, Aug. 05, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE:MDST) and Westwood Salient Enhanced Energy Income ETF (NASDAQ:WEEI) as shown in the table below. This pair of Westwood Exchange- Traded Funds (ETFs) deliver income from both dividends and options premiums to help provide monthly income distributions for investors. Most recently, both strategies are providing double-digit income to investors. ETF TickerETFDistribution per ShareAnnualized Distribution Rate1(NYSE:MDST)Westwood Salient Enhanced M
Founding Investor in the Texas Stock Exchange Successful Launch of two Exchange-Traded Funds Strong Pipeline of Unfunded and Prospective New Clients DALLAS, July 31, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) today reported second quarter 2024 earnings. Significant items included: Investment strategies beating their primary benchmarks included LargeCap Value, AllCap Value, Dividend Select, High Income, Credit Opportunities, Real Estate Income, MLP SMA, MLP High Conviction and MLP & Energy Infrastructure.MLP SMA, MLP High Conviction and MLP & Energy Infrastructure posted top quartile rankings.We launched our first two exchange-traded funds
DALLAS, July 18, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its second quarter 2024 earnings after the close of the New York Stock Exchange on Wednesday, July 31, 2024. 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). To join the conference call, please register here: https://register.vevent.com/register/BI686aa6f159f6411798a220c88cb93b08. After registering, you will be provided with a dial-in number containing a personalized PIN. Webcast Link: https://edge.media-server.com/mmc/p/8v6a2uhs Date: July 3
DALLAS, July 08, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE:MDST) and Westwood Salient Enhanced Energy Income ETF (NASDAQ:WEEI) as shown in the table below. This pair of Westwood Exchange-Traded Funds (ETFs) deliver income from both dividends and options premiums to help provide monthly income distributions for investors. Most recently, both strategies are providing double-digit income to investors. ETF TickerETFDistributionper ShareAnnualizedDistribution Rate1(NYSE:MDST)Westwood Salient EnhancedMi
DALLAS, June 03, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE:MDST) and Westwood Salient Enhanced Energy Income ETF (NASDAQ:WEEI) as shown in the table below. This pair of Westwood Exchange- Traded Funds (ETFs) deliver income from both dividends and options premiums to help provide monthly income distributions for investors. Most recently, both strategies are providing double-digit income to investors. ETF TickerETFDistribution per ShareAnnualized Distribution Rate1 (NYSE:MDST)Westwood Salient Enhance
Strong Performance across Westwood's suite of products Successful Launch of MDST on the NYSE (April, 2024) Successful Launch of WEEI on NASDAQ (May, 2024) DALLAS, May 01, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) today reported first quarter 2024 earnings. Significant items included: SMidCap, SmallCap Value, MidCap Value, Platinum, Enhanced Balanced, High Income, Credit Opportunities and Global Real Estate strategies all beat their primary benchmarks.SmidCap and Enhanced Balanced posted top quartile rankings.The prospectus for our first actively-managed Exchange-Traded Funds ("ETFs") went effective in March and both ETFs were launched early in the second quarter
DALLAS, May 01, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today launched the Westwood Salient Enhanced Energy Income ETF (NASDAQ:WEEI), the second Westwood Exchange-Traded-Fund (ETF). Like its sister product, the Westwood Salient Enhanced Midstream Income ETF (NYSE:MDST), WEEI is an actively managed ETF crafted to provide advisors and investors with a robust solution for generating high distributable monthly income, combining dividend yield and options premiums from covered calls, while still offering the potential for equity appreciation within the energy sector. The Fund's objective is current inco
DALLAS, April 18, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its first quarter 2024 earnings after the close of the New York Stock Exchange on Wednesday, May 1, 2024. 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). To join the conference call, please register here: https://register.vevent.com/register/BI525615f3be7946a8be8bb4934ce4eb68. After registering, you will be provided with a dial-in number containing a personalized PIN. Webcast Link: https://edge.media-server.com/mmc/p/ckyaak4u Date: May 1, 2024
DALLAS, April 09, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today launched the Westwood Salient Enhanced Midstream Income ETF (NYSE:MDST). The fund is the first Westwood Exchange-Traded Fund (ETF). MDST seeks to deliver current income and capital appreciation by investing in midstream energy companies, defined as companies and master limited partnerships (MLPs) that gather, transport, store and distribute crude oil, natural gas and other energy products. The ETF combines a high conviction, actively managed, energy-focused equity portfolio with an options overlay designed to produce enhanced
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Highly experienced senior sales leader Doran underscores Westwood's commitment to further expanding its exchange-traded fund (ETF) platformDoran has a 25-year proven track record in ETF sales in the financial intermediary channel DALLAS, Aug. 12, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group ("Westwood") (NYSE:WHG), today announced that Chris Doran has joined the company as Head of ETF Distribution and National Accounts. Doran will report to Dave Linton, Managing Director and Head of Distribution at Westwood. The addition of Doran further reinforces the company's commitment to expanding its ETF platform and suite of products. In April 2024, Westwood launched its first exchange-tra
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DALLAS, Sept. 05, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE:MDST) and Westwood Salient Enhanced Energy Income ETF (NASDAQ:WEEI) as shown in the table below. MDST, the older of the two ETFs, recently surpassed $50 million in assets under management (AUM). This pair of Westwood Exchange- Traded Funds (ETFs) deliver income from both dividends and options premiums to help provide monthly income distributions for investors. Most recently, both strategies are providing double-digit income to investors.
Highly experienced senior sales leader Doran underscores Westwood's commitment to further expanding its exchange-traded fund (ETF) platformDoran has a 25-year proven track record in ETF sales in the financial intermediary channel DALLAS, Aug. 12, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group ("Westwood") (NYSE:WHG), today announced that Chris Doran has joined the company as Head of ETF Distribution and National Accounts. Doran will report to Dave Linton, Managing Director and Head of Distribution at Westwood. The addition of Doran further reinforces the company's commitment to expanding its ETF platform and suite of products. In April 2024, Westwood launched its first exchange-tra
DALLAS, Aug. 05, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE:MDST) and Westwood Salient Enhanced Energy Income ETF (NASDAQ:WEEI) as shown in the table below. This pair of Westwood Exchange- Traded Funds (ETFs) deliver income from both dividends and options premiums to help provide monthly income distributions for investors. Most recently, both strategies are providing double-digit income to investors. ETF TickerETFDistribution per ShareAnnualized Distribution Rate1(NYSE:MDST)Westwood Salient Enhanced M
Founding Investor in the Texas Stock Exchange Successful Launch of two Exchange-Traded Funds Strong Pipeline of Unfunded and Prospective New Clients DALLAS, July 31, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) today reported second quarter 2024 earnings. Significant items included: Investment strategies beating their primary benchmarks included LargeCap Value, AllCap Value, Dividend Select, High Income, Credit Opportunities, Real Estate Income, MLP SMA, MLP High Conviction and MLP & Energy Infrastructure.MLP SMA, MLP High Conviction and MLP & Energy Infrastructure posted top quartile rankings.We launched our first two exchange-traded funds
DALLAS, July 18, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its second quarter 2024 earnings after the close of the New York Stock Exchange on Wednesday, July 31, 2024. 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). To join the conference call, please register here: https://register.vevent.com/register/BI686aa6f159f6411798a220c88cb93b08. After registering, you will be provided with a dial-in number containing a personalized PIN. Webcast Link: https://edge.media-server.com/mmc/p/8v6a2uhs Date: July 3
DALLAS, July 08, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE:MDST) and Westwood Salient Enhanced Energy Income ETF (NASDAQ:WEEI) as shown in the table below. This pair of Westwood Exchange-Traded Funds (ETFs) deliver income from both dividends and options premiums to help provide monthly income distributions for investors. Most recently, both strategies are providing double-digit income to investors. ETF TickerETFDistributionper ShareAnnualizedDistribution Rate1(NYSE:MDST)Westwood Salient EnhancedMi
DALLAS, June 03, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE:MDST) and Westwood Salient Enhanced Energy Income ETF (NASDAQ:WEEI) as shown in the table below. This pair of Westwood Exchange- Traded Funds (ETFs) deliver income from both dividends and options premiums to help provide monthly income distributions for investors. Most recently, both strategies are providing double-digit income to investors. ETF TickerETFDistribution per ShareAnnualized Distribution Rate1 (NYSE:MDST)Westwood Salient Enhance
Strong Performance across Westwood's suite of products Successful Launch of MDST on the NYSE (April, 2024) Successful Launch of WEEI on NASDAQ (May, 2024) DALLAS, May 01, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) today reported first quarter 2024 earnings. Significant items included: SMidCap, SmallCap Value, MidCap Value, Platinum, Enhanced Balanced, High Income, Credit Opportunities and Global Real Estate strategies all beat their primary benchmarks.SmidCap and Enhanced Balanced posted top quartile rankings.The prospectus for our first actively-managed Exchange-Traded Funds ("ETFs") went effective in March and both ETFs were launched early in the second quarter
DALLAS, May 01, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today launched the Westwood Salient Enhanced Energy Income ETF (NASDAQ:WEEI), the second Westwood Exchange-Traded-Fund (ETF). Like its sister product, the Westwood Salient Enhanced Midstream Income ETF (NYSE:MDST), WEEI is an actively managed ETF crafted to provide advisors and investors with a robust solution for generating high distributable monthly income, combining dividend yield and options premiums from covered calls, while still offering the potential for equity appreciation within the energy sector. The Fund's objective is current inco
Kovacs enhances Westwood's equity solutions, focusing on tech-driven investment advisory services Westwood Holdings Group, an investment management boutique and wealth management firm focused on U.S. Value, Multi-Asset, Real Assets, Alternatives and Custom Investment Solutions, announces the addition of Michael Kovacs as a senior solutions portfolio manager on its Managed Investment Solutions Team. Operating from the Chicago office, Mr. Kovacs will spearhead the design and execution of technology-driven equity solutions that emphasize adaptability, transparency and outcomes. The Managed Investment Solutions capability was added last year to bolster the firm's ability to provide customized
Westwood Holdings Gr (NYSE:WHG) reported quarterly earnings of $0.63 per share. This is a 800 percent increase over losses of $(0.09) per share from the same period last year. The company reported $23.23 million in sales this quarter. This is a 13.56 percent increase over sales of $20.46 million the same period last year.
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Westwood Holdings Gr (NYSE:WHG) reported quarterly earnings of $0.70 per share. This is a 250 percent increase over earnings of $0.20 per share from the same period last year. The company reported $21.95 million in sales this quarter. This is a 40.65 percent increase over sales of $15.60 million the same period last year.
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Westwood Holdings Gr (NYSE:WHG) reported quarterly earnings of $0.45 per share. This is a 87.5 percent increase over earnings of $0.24 per share from the same period last year. The company reported $22.73 million in sales this quarter. This is a 32.01 percent increase over sales of $17.22 million the same period last year.
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