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
SC 13G - WESTWOOD HOLDINGS GROUP INC (0001165002) (Subject)
SC 13D/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Subject)
SC 13G/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Subject)
SC 13D/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Subject)
SC 13G/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Subject)
SC 13G/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Subject)
SC 13G/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Subject)
SC 13D - WESTWOOD HOLDINGS GROUP INC (0001165002) (Subject)
SC 13D/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Subject)
SC 13D/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Subject)
SCHEDULE 13G/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Subject)
13F-HR - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
8-K - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
8-K - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
13F-HR - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
SCHEDULE 13G/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Subject)
10-Q - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
8-K - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
8-K - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
N-PX - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
4/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
4/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Reporting)
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Reporting)
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
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
ETF platform strongly outperforms AUM and volume targets for MDSTWestwood Engineered Beta partnership launches first two innovative ETFsWestwood's Board authorized an additional $5.0 million of share repurchases DALLAS, Feb. 12, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) today reported fourth quarter earnings. Significant items include: Investment strategies beating their primary benchmarks included LargeCap Value, Dividend Select, Multi-Asset Income, Intermediate Fixed Income, Credit Opportunities, Global Real Estate, MLP SMA and MLP High Conviction.Multi-Asset Income, Global Real Estate and MLP SMA all posted top quartile rankings in their peer universes.Westwood
DALLAS, Feb. 04, 2025 (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 DistributionRate1(NYSE:MDST)Westwood Salient Enhanc
DALLAS, Jan. 29, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its fourth quarter and fiscal year 2024 earnings after the close of the New York Stock Exchange on Wednesday, February 12, 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). To join the conference call, please register here: https://register.vevent.com/register/BI823ff804a3ee4809b6e9b55dcda1c3a0. After registering, you will be provided with a dial-in number containing a personalized PIN. To view the webcast, please register here: https://edge.media-server.com/mmc/p/4d3bsq89. Once registered, an email will
DALLAS, Jan. 10, 2025 (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
WEBs and Westwood Holdings Group Launch Two New, Innovative ETFs Into the Market that Directly Align with Today's Market Environment and Investors' NeedsCreated by ETF Pioneer Ben Fulton and Directly Supported by Westwood's Distribution, Sales and Administrative Platform, ETF Suite Offers New Framework for Harnessing Volatility for Better Risk-Adjusted Returns PARK CITY, Utah and DALLAS, Texas, Dec. 17, 2024 (GLOBE NEWSWIRE) -- WEBs Investments Inc. (WEBs), an innovator in volatility-managed investment solutions, and Westwood Holdings Group, Inc. (NYSE:WHG) ("Westwood"), a boutique asset management firm, today announced the launch of the WEBs Defined VolatilitySM ETF series. The WEBs Defi
DALLAS, Dec. 04, 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
DALLAS, Nov. 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
Firmwide Assets Under Management of $17.7 Billion (Highest Level in 6 years)Continued Innovation with WEBs Partnership to Expand ETF Platform DALLAS, Oct. 30, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) today reported third quarter 2024 earnings. Significant items included: Investment strategies beating their primary benchmarks included Platinum, High Alpha, Dividend Select, Income Opportunity, Multi-Asset Income, Alternative Income, Credit Opportunities, Real Estate Income, Tactical Growth SMA, MLP SMA, MLP High Conviction and MLP & Energy Infrastructure.Dividend Select and Income Opportunity posted top third rankings, and Multi-Asset Income, Credit Opportuniti
Westwood has entered into a partnership with ETF veteran Ben Fulton to scale Westwood's ETF platform, offering investors and advisors new, highly innovative strategiesOur new partnership called WEBs—"Westwood Engineered Beta"—will apply a proprietary strategy seeking to provide a more stable investment experience and better risk-adjusted returns to investorsWestwood will form the partnership by investing in WEBs Investments Inc. and will provide distribution resources and administrative support, with an option to buy the entity in the futureBen Fulton, a recognized ETF industry leader and pioneer, grew Invesco's PowerShares ETF platform from $200 million to $80 billion during his tenure from
DALLAS, Oct. 22, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its third quarter 2024 earnings after the close of the New York Stock Exchange on Wednesday, October 30, 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://registrations.events/direct/NTM7419517. After registering, you will be provided with a dial-in number containing a personalized PIN. Webcast Link: https://edge.media-server.com/mmc/p/vjn47uq6 Date: October 30, 2024
ETF platform strongly outperforms AUM and volume targets for MDSTWestwood Engineered Beta partnership launches first two innovative ETFsWestwood's Board authorized an additional $5.0 million of share repurchases DALLAS, Feb. 12, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) today reported fourth quarter earnings. Significant items include: Investment strategies beating their primary benchmarks included LargeCap Value, Dividend Select, Multi-Asset Income, Intermediate Fixed Income, Credit Opportunities, Global Real Estate, MLP SMA and MLP High Conviction.Multi-Asset Income, Global Real Estate and MLP SMA all posted top quartile rankings in their peer universes.Westwood
DALLAS, Feb. 04, 2025 (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 DistributionRate1(NYSE:MDST)Westwood Salient Enhanc
DALLAS, Jan. 29, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its fourth quarter and fiscal year 2024 earnings after the close of the New York Stock Exchange on Wednesday, February 12, 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). To join the conference call, please register here: https://register.vevent.com/register/BI823ff804a3ee4809b6e9b55dcda1c3a0. After registering, you will be provided with a dial-in number containing a personalized PIN. To view the webcast, please register here: https://edge.media-server.com/mmc/p/4d3bsq89. Once registered, an email will
DALLAS, Jan. 10, 2025 (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
WEBs and Westwood Holdings Group Launch Two New, Innovative ETFs Into the Market that Directly Align with Today's Market Environment and Investors' NeedsCreated by ETF Pioneer Ben Fulton and Directly Supported by Westwood's Distribution, Sales and Administrative Platform, ETF Suite Offers New Framework for Harnessing Volatility for Better Risk-Adjusted Returns PARK CITY, Utah and DALLAS, Texas, Dec. 17, 2024 (GLOBE NEWSWIRE) -- WEBs Investments Inc. (WEBs), an innovator in volatility-managed investment solutions, and Westwood Holdings Group, Inc. (NYSE:WHG) ("Westwood"), a boutique asset management firm, today announced the launch of the WEBs Defined VolatilitySM ETF series. The WEBs Defi
DALLAS, Dec. 04, 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
DALLAS, Nov. 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
Firmwide Assets Under Management of $17.7 Billion (Highest Level in 6 years)Continued Innovation with WEBs Partnership to Expand ETF Platform DALLAS, Oct. 30, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) today reported third quarter 2024 earnings. Significant items included: Investment strategies beating their primary benchmarks included Platinum, High Alpha, Dividend Select, Income Opportunity, Multi-Asset Income, Alternative Income, Credit Opportunities, Real Estate Income, Tactical Growth SMA, MLP SMA, MLP High Conviction and MLP & Energy Infrastructure.Dividend Select and Income Opportunity posted top third rankings, and Multi-Asset Income, Credit Opportuniti
Westwood has entered into a partnership with ETF veteran Ben Fulton to scale Westwood's ETF platform, offering investors and advisors new, highly innovative strategiesOur new partnership called WEBs—"Westwood Engineered Beta"—will apply a proprietary strategy seeking to provide a more stable investment experience and better risk-adjusted returns to investorsWestwood will form the partnership by investing in WEBs Investments Inc. and will provide distribution resources and administrative support, with an option to buy the entity in the futureBen Fulton, a recognized ETF industry leader and pioneer, grew Invesco's PowerShares ETF platform from $200 million to $80 billion during his tenure from
DALLAS, Oct. 22, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its third quarter 2024 earnings after the close of the New York Stock Exchange on Wednesday, October 30, 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://registrations.events/direct/NTM7419517. After registering, you will be provided with a dial-in number containing a personalized PIN. Webcast Link: https://edge.media-server.com/mmc/p/vjn47uq6 Date: October 30, 2024