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
Fastest customizable press release news feed in the world
DALLAS, Oct. 17, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its third quarter 2025 earnings after the close of the New York Stock Exchange on Thursday, October 30, 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-conf.media-server.com/register/BI168009bacb7044b4a4f4f99ad9059393. 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/im52ppzb. Once registered, an email will be sent
DALLAS, Oct. 02, 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 TickerETFDistributionper ShareAnnualized Distribution Rate1 (NYSE: MDST)Westwood Salient Enhanced M
DALLAS, Sept. 03, 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
Assets Under Management totaled $18.3 billion, up from $16.8 billion last yearWHG joined the Russell 2000 Index in our 24th Year as a Public CompanyEnhanced Midstream Energy ETF (MDST) surpassed $100 million with a 10.2% p.a. Distribution RateWEBs Investments, in Partnership with WHG, Expands Defined Volatility℠ ETF Suite with Launch of 11 Sector Funds DALLAS, Aug. 08, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) today reported second quarter 2025 earnings. Significant items included: Multiple investment strategies beating their primary benchmarks included SmallCap Value, AllCap Value, MidCap Value, Dividend Select, Alternative Income, Credit Opportunities, Enhanced
DALLAS, Aug. 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 Distribution Rate1(NYSE:MDST)Westwood Salient Enhanced M
DALLAS, July 23, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its second quarter 2025 earnings after the close of the New York Stock Exchange on Friday, August 8, 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-conf.media-server.com/register/BI2402c4ea40024a52ba458853a1c8a596. 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/9epbqgq5. Once registered, an email will be sent wi
PARK CITY, Utah, July 23, 2025 (GLOBE NEWSWIRE) -- WEBs Investments Inc. (WEBs), an innovator in volatility-managed investment solutions, in partnership with Westwood Holdings Group, Inc. (NYSE:WHG), today announces the launch of the WEBs Defined Volatility Sector ETFs, a suite of 11 funds listed on the Nasdaq that applies the Defined Volatility strategy to the individual sectors within the S&P 500. This expansion of the Defined Volatility ETF lineup is designed to give investors more precise control over risk and sector exposure, using a transparent framework that adjusts portfolio exposure based on real-time market volatility. Each fund tracks a Defined Volatility index created by Synta
DALLAS, July 07, 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 TickerETFDistributionper ShareAnnualized DistributionRate1 (NYSE: MDST)Westwood Salient Enhanced
DALLAS, June 25, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE:WHG), a boutique asset management, trust and wealth services firm, is proud to announce that the Westwood Salient Enhanced Midstream Income ETF (NYSE:MDST) ("MDST" or the "Fund"). has surpassed $100 million in assets under management. This important milestone comes just over a year after the Fund's launch and validates the differentiated strategy that has resonated with both advisors and investors seeking effective income solutions. Since inception, MDST has consistently delivered on its objective of providing a steady stream of income, with an annualized distribution rate of 10.2%1 (distributed monthly). The
DALLAS, June 09, 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
13F-HR/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
13F-HR/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
N-PX - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
10-Q - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
8-K - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
13F-HR - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
SCHEDULE 13D/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Subject)
8-K - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
13F-HR - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
144 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Subject)
Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
3 - 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 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
3/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
3 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
Live Leadership Updates
DALLAS, June 03, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE:WHG), a boutique asset management, trust and wealth services firm, today announced the appointment of Jan Ryan to its Board of Directors. Based in Austin, Texas, Ms. Ryan brings over three decades of leadership experience, spanning technology, venture capital, revenue strategy and operational alignment. Her appointment further strengthens Westwood's Board as the firm continues to advance its focus on innovation, client experience and long-term value creation for investors. "We are thrilled to welcome Jan to our Board of Directors," Brian Casey, CEO of Westwood Holdings Group, commented. "Her deep expertise in
DALLAS, March 06, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE:WHG), a boutique asset management, trust and wealth services firm, announced today the appointments of J. Hale Hoak (Hale), who is based in Dallas and Katherine Murray, who is based in Houston, to its Board of Directors. Hoak and Murray's extensive expertise in finance, investment management and corporate governance will further strengthen the Board as Westwood continues its commitment to delivering exceptional value to clients and stockholders. The addition of these Texas-based board members should strengthen our team's core values, incorporating diverse perspectives that are rooted in local knowledge and expertise.
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
Live finance-specific insights
DALLAS, Oct. 17, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its third quarter 2025 earnings after the close of the New York Stock Exchange on Thursday, October 30, 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-conf.media-server.com/register/BI168009bacb7044b4a4f4f99ad9059393. 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/im52ppzb. Once registered, an email will be sent
DALLAS, Oct. 02, 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 TickerETFDistributionper ShareAnnualized Distribution Rate1 (NYSE: MDST)Westwood Salient Enhanced M
DALLAS, Sept. 03, 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
Assets Under Management totaled $18.3 billion, up from $16.8 billion last yearWHG joined the Russell 2000 Index in our 24th Year as a Public CompanyEnhanced Midstream Energy ETF (MDST) surpassed $100 million with a 10.2% p.a. Distribution RateWEBs Investments, in Partnership with WHG, Expands Defined Volatility℠ ETF Suite with Launch of 11 Sector Funds DALLAS, Aug. 08, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) today reported second quarter 2025 earnings. Significant items included: Multiple investment strategies beating their primary benchmarks included SmallCap Value, AllCap Value, MidCap Value, Dividend Select, Alternative Income, Credit Opportunities, Enhanced
DALLAS, Aug. 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 Distribution Rate1(NYSE:MDST)Westwood Salient Enhanced M
DALLAS, July 23, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its second quarter 2025 earnings after the close of the New York Stock Exchange on Friday, August 8, 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-conf.media-server.com/register/BI2402c4ea40024a52ba458853a1c8a596. 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/9epbqgq5. Once registered, an email will be sent wi
DALLAS, July 07, 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 TickerETFDistributionper ShareAnnualized DistributionRate1 (NYSE: MDST)Westwood Salient Enhanced
DALLAS, June 09, 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
DALLAS, May 06, 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
Exceptional sales performance drives positive flows in Institutional and Intermediary channelsStrategic ETF platform expansion continues with launch of LBRTY Global Equity ETF (NYSE:BFRE)One-year anniversary of Westwood Salient Enhanced Midstream Income (MDST) with an annualized distribution rate of 10.5% DALLAS, April 30, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) today reported first quarter 2025 earnings. Significant items included: Investment strategies beating their primary benchmarks included SMidCap, SmallCap Value, Select Equity, Dividend Select, Enhanced Balanced, Income Opportunity, Alternative Income and Balanced.SMidcap and Select Equity posted top thir
This live feed shows all institutional transactions in real time.
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)