• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
PublishGo to App
    Quantisnow Logo

    © 2026 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEWLLM Arena
    Legal
    Terms of usePrivacy policyCookie policy

    Amendment: SEC Form 13F-HR/A filed by Westwood Holdings Group Inc

    8/18/25 12:07:13 PM ET
    $WHG
    Investment Managers
    Finance
    Get the next $WHG alert in real time by email
    SEC FORM 13F-HR/A

    The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
    The reader should not assume that the information is accurate and complete.

    UNITED STATES SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549
    FORM 13F

    FORM 13F COVER PAGE

    OMB APPROVAL
    OMB Number: 3235-0006
    Estimated average burden
    hours per response: 23.8

    Report for the Calendar Year or Quarter Ended: 06-30-2025
    Check here if Amendment X Amendment Number: 1
    This Amendment (Check only one.): X is a restatement.
       adds new holdings entries.
    Institutional Investment Manager Filing this Report:
    Name: WESTWOOD HOLDINGS GROUP INC
    Address: 200 CRESCENT COURT
    SUITE 1200
    DALLAS, TX  75201
    Form 13F File Number: 028-15581
    CRD Number (if applicable):
    SEC File Number (if applicable):

    The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

    Person Signing this Report on Behalf of Reporting Manager:
    Name: John A. Ehinger
    Title: Chief Compliance Officer, Head of Legal
    Phone: 214-750-2286
    Signature, Place, and Date of Signing:
    /s/John A. Ehinger DALLAS,  TX 08-15-2025
    [Signature] [City, State] [Date]
    Report Type (Check only one.):
    X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
       13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
       13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
    Form 13F Summary Page
    Report Summary:
    Number of Other Included Managers: 4
    Form 13F Information Table Entry Total: 457
    Form 13F Information Table Value Total: 13,469,395,649
    (round to nearest dollar)
    List of Other Included Managers:
    Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
    [If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
    No. Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
    2 WESTWOOD MANAGEMENT CORP /TX 028-05046     0000949471
    4 Westwood Trust 028-16988     0001607760
    5 Westwood Advisors, L.L.C. 028-10977     0001297254
    6 BROADMARK ASSET MANAGEMENT LLC 028-06435     0001095952

    Get the next $WHG alert in real time by email

    Crush Q1 2026 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $WHG

    DatePrice TargetRatingAnalyst
    More analyst ratings

    $WHG
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Westwood Holdings Group Reports Fourth Quarter and Full Year 2025 Results

    Our expanded ETF platform now exceeds $200 million in AUMSuccessful year-end close of WES II with over $300 million in commitmentsManaged Investment Solutions team secured its first institutional client DALLAS, Feb. 13, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) today reported fourth quarter and fiscal year 2025 earnings. Significant items include: Investment strategies beating their primary benchmarks in the fourth quarter included Enhanced Balanced, Total Return, Income Opportunity, Multi-Asset Income, Alternative Income, MLP & Energy Infrastructure, Westwood Salient Enhanced Midstream Income ETF and Westwood Salient Enhanced Energy Income ETF.Income Opportunity

    2/13/26 4:10:00 PM ET
    $WHG
    Investment Managers
    Finance

    Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

    DALLAS, Feb. 05, 2026 (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), Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) and Westwood Enhanced Income Opportunity (YLDW) as shown in the table below. Part of the Westwood Income Series ETFs, these deliver income from both dividends and options premiums to help provide monthly income distributions for investors. ETF TickerETFDistribution per ShareAnnualized Distribution Rate1(NYSE:MDST)Westwood Salient Enhanced Midstream Income ETF0.2259.9%(NASDAQ:WE

    2/5/26 8:00:00 AM ET
    $WHG
    Investment Managers
    Finance

    Westwood Holdings Group, Inc. to Host Fourth Quarter and Fiscal Year 2025 Conference Call/Webcast

    DALLAS, Jan. 30, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its fourth quarter and fiscal year 2025 earnings after the close of the New York Stock Exchange on Friday, February 13, 2026. 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/BI07b829e2b37f4ae6966af1ad4c72fd74. 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/qe4gtv6e. Once registered, an em

    1/30/26 8:00:00 AM ET
    $WHG
    Investment Managers
    Finance

    $WHG
    SEC Filings

    View All

    Westwood Holdings Group Inc filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits

    8-K - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)

    2/13/26 4:12:56 PM ET
    $WHG
    Investment Managers
    Finance

    Amendment: SEC Form SCHEDULE 13G/A filed by Westwood Holdings Group Inc

    SCHEDULE 13G/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Subject)

    1/15/26 11:25:34 AM ET
    $WHG
    Investment Managers
    Finance

    SEC Form 13F-HR filed by Westwood Holdings Group Inc

    13F-HR - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)

    11/14/25 4:16:00 PM ET
    $WHG
    Investment Managers
    Finance

    $WHG
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    CEO Casey Brian O sold $138,039 worth of shares (8,341 units at $16.55), decreasing direct ownership by 2% to 492,359 units (SEC Form 4)

    4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)

    12/11/25 5:54:48 PM ET
    $WHG
    Investment Managers
    Finance

    CEO Casey Brian O sold $28,941 worth of shares (1,764 units at $16.41), decreasing direct ownership by 0.35% to 500,700 units (SEC Form 4)

    4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)

    12/11/25 5:48:09 PM ET
    $WHG
    Investment Managers
    Finance

    CEO Casey Brian O sold $26,346 worth of shares (1,602 units at $16.45), decreasing direct ownership by 0.32% to 502,464 units (SEC Form 4)

    4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)

    12/9/25 3:59:26 PM ET
    $WHG
    Investment Managers
    Finance

    $WHG
    Leadership Updates

    Live Leadership Updates

    View All

    Westwood Expands Enhanced Income Series™ ETFs with Launch of Westwood Enhanced Income Opportunity ETF (YLDW)

    DALLAS, Dec. 12, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE:WHG), a leading boutique asset manager, today announced the launch of the Westwood Enhanced Income Opportunity ETF (NYSE:YLDW), the newest addition to the Westwood Enhanced Income Series™ ETFs, part of Westwood's growing ETF platform, which recently surpassed $200M in AUM. YLDW expands Westwood's income-generating ETFs by bringing its proven multi-asset income specialization to the ETF marketplace, enhanced through a covered-call options strategy. YLDW is designed for advisors and investors seeking a consistent and diversified source of current income with the potential for capital appreciation. The fund combines a di

    12/12/25 8:00:00 AM ET
    $WHG
    Investment Managers
    Finance

    Westwood Holdings Group Names Jan Ryan to Its Board of Directors

    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

    6/3/25 8:00:00 AM ET
    $WHG
    Investment Managers
    Finance

    Westwood Holdings Group, Inc. Names Hale Hoak and Katherine Murray to Board of Directors

    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.

    3/6/25 8:00:00 AM ET
    $WHG
    Investment Managers
    Finance

    $WHG
    Financials

    Live finance-specific insights

    View All

    Westwood Holdings Group Reports Fourth Quarter and Full Year 2025 Results

    Our expanded ETF platform now exceeds $200 million in AUMSuccessful year-end close of WES II with over $300 million in commitmentsManaged Investment Solutions team secured its first institutional client DALLAS, Feb. 13, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) today reported fourth quarter and fiscal year 2025 earnings. Significant items include: Investment strategies beating their primary benchmarks in the fourth quarter included Enhanced Balanced, Total Return, Income Opportunity, Multi-Asset Income, Alternative Income, MLP & Energy Infrastructure, Westwood Salient Enhanced Midstream Income ETF and Westwood Salient Enhanced Energy Income ETF.Income Opportunity

    2/13/26 4:10:00 PM ET
    $WHG
    Investment Managers
    Finance

    Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

    DALLAS, Feb. 05, 2026 (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), Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) and Westwood Enhanced Income Opportunity (YLDW) as shown in the table below. Part of the Westwood Income Series ETFs, these deliver income from both dividends and options premiums to help provide monthly income distributions for investors. ETF TickerETFDistribution per ShareAnnualized Distribution Rate1(NYSE:MDST)Westwood Salient Enhanced Midstream Income ETF0.2259.9%(NASDAQ:WE

    2/5/26 8:00:00 AM ET
    $WHG
    Investment Managers
    Finance

    Westwood Holdings Group, Inc. to Host Fourth Quarter and Fiscal Year 2025 Conference Call/Webcast

    DALLAS, Jan. 30, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its fourth quarter and fiscal year 2025 earnings after the close of the New York Stock Exchange on Friday, February 13, 2026. 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/BI07b829e2b37f4ae6966af1ad4c72fd74. 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/qe4gtv6e. Once registered, an em

    1/30/26 8:00:00 AM ET
    $WHG
    Investment Managers
    Finance

    $WHG
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    SEC Form SC 13G filed by Westwood Holdings Group Inc

    SC 13G - WESTWOOD HOLDINGS GROUP INC (0001165002) (Subject)

    11/14/24 4:10:46 PM ET
    $WHG
    Investment Managers
    Finance

    Amendment: SEC Form SC 13D/A filed by Westwood Holdings Group Inc

    SC 13D/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Subject)

    11/7/24 6:08:19 PM ET
    $WHG
    Investment Managers
    Finance

    Amendment: SEC Form SC 13G/A filed by Westwood Holdings Group Inc

    SC 13G/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Subject)

    10/15/24 6:13:40 AM ET
    $WHG
    Investment Managers
    Finance