• 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

    © 2025 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

    SEC Form N-PX filed by Westwood Holdings Group Inc

    8/11/25 9:10:12 PM ET
    $WHG
    Investment Managers
    Finance
    Get the next $WHG alert in real time by email
    Form N-PX Filer Information UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549

    FORM N-PX
    ANNUAL REPORT OF PROXY VOTING RECORD
    OMB APPROVAL


    Form N-PX

    OMB Number:  3235-0582


    Estimated average burden hours per response: 20.8

    N-PX: Filer Information

    Filer CIK
    0001165002 
    Filer CCC
    ********  
    Date of Report
    06/30/2025 
    Are you a Registered Management Investment Company or an Institutional Manager?
    Institutional Manager 
    Is this a LIVE or TEST Filing? Radio button checked LIVE Radio button not checked TEST
    Is this an electronic copy of an official filing submitted in paper format? Checkbox not checked

    Submission Contact Information

    Name
     
    Phone Number
     
    E-mail Address
     

    Notification Information

    Notify via Filing Website only?Checkbox not checked

    N-PX: Cover Page

    Name and address of reporting person:

    Name of reporting person (For registered management investment companies, provide exact name of registrant as specified in charter)

    WESTWOOD HOLDINGS GROUP INC 

    Street 1

    200 CRESCENT COURT 

    Street 2

    SUITE 1200 

    City

    DALLAS 

    State/Country

    TEXAS  

    Zip code and zip code extension or foreign postal code

    75201 

    Telephone number of reporting person, including area code:

    214-750-2286 

    Name and address of agent for service:

    Name of agent for service

     

    Street 1

     

    Street 2

     

    City

     

    State/Country

     

    Zip code and zip code extension or foreign postal code

     

    Reporting Period:Report for the year ended June 30, 2025 
    SEC Investment Company Act or Form 13F File Number:

    028-15581 

    CRD Number (if any):

     

    Other SEC File Number (if any):

     

    Legal Entity Identifier (if any):

     

    Report Type (check only one):

    Registered Management Investment Company.
    Radio button not checked Fund Voting Report (Check here if the registered management investment company held one or more securities it was entitled to vote.)
    Radio button not checked Fund Notice Report (Check here if the registered management investment company did not hold any securities it was entitled to vote.)
    Institutional Manager.
    Radio button checked Institutional Manager Voting Report (Check here if all proxy votes of this reporting manager are reported in this report.)
    Radio button not checked Institutional Manager Notice Report (Check here if no proxy votes are reported in this report and complete the notice report filing explanation section below)
    Radio button not checked Institutional Manager Combination Report (Check here if a portion of the proxy votes for this reporting manager are reported in this report and a portion are reported by other reporting person(s).)
    Do you wish to provide explanatory information pursuant to Special Instruction B.4?: Radio button not checked Yes Radio button checked No
    Additional information:

     

    N-PX: Summary - Included Managers

    Number of Included Institutional Managers:

    3 

    Included Institutional Managers:1

    No.:

    1 

    Form 13F File Number [028-]:

    028-05046 

    CRD Number (if any):

     

    SEC File Number (if any):

     

    LEI (if any):

     

    Name:

    WESTWOOD MANAGEMENT CORP /TX 

    Included Institutional Managers:2

    No.:

    2 

    Form 13F File Number [028-]:

    028-16988 

    CRD Number (if any):

     

    SEC File Number (if any):

     

    LEI (if any):

     

    Name:

    Westwood Trust 

    Included Institutional Managers:3

    No.:

    3 

    Form 13F File Number [028-]:

    028-10977 

    CRD Number (if any):

     

    SEC File Number (if any):

     

    LEI (if any):

     

    Name:

    Westwood Advisors, L.L.C. 

    N-PX: Signature Block

    Reporting Person:

    WESTWOOD HOLDINGS GROUP INC 

    By (Signature):

    John A. Ehinger 

    By (Printed Signature):

    John A. Ehinger 

    By (Title):

    Chief Compliance Officer, Head of Legal 

    Date:

    08/11/2025 

    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 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, Inc. Recognized in Pensions & Investments' Best Places to Work in Money Management

    NEW YORK, Dec. 08, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. was recognized in the 2025 Best Places to Work in Money Management awards announced by Pensions & Investments today. Presented by Pensions & Investments, the global news source of money management and institutional investing, the 14th annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry. Westwood Holdings Group is known for fostering a culture of growth and collaboration. We believe we stand out given our comprehensive professional development opportunities, including mentorship from industry professionals and exposure to diverse inves

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

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

    DALLAS, Dec. 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 Mi

    12/4/25 8:00:00 AM ET
    $WHG
    Investment Managers
    Finance

    $WHG
    SEC Filings

    View All

    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

    SEC Form 10-Q filed by Westwood Holdings Group Inc

    10-Q - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)

    10/30/25 4:16:55 PM ET
    $WHG
    Investment Managers
    Finance

    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)

    10/30/25 4:13:00 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 Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI)

    DALLAS, Dec. 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 Mi

    12/4/25 8:00:00 AM ET
    $WHG
    Investment Managers
    Finance

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

    DALLAS, Nov. 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 Enhanced M

    11/4/25 8:00:00 AM ET
    $WHG
    Investment Managers
    Finance

    Westwood Holdings Group, Inc. Reports Third Quarter 2025 Results

    MDST ETF Surpasses $150 million and Captured 30% of September Monthly Midstream ETF FlowsWEBs Partnership Launches Eleven New Sector ETFsPrivate Fund Raising Exceeds Expectations DALLAS, Oct. 30, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) today reported third quarter 2025 earnings. Significant items included: Investment strategies beating their primary benchmarks included Income Opportunity, Multi-Asset Income, Alternative Income, Credit Opportunities, Real Estate Income and Tactical Growth.Income Opportunity and Multi-Asset Income each posted top quartile rankings vs. peers and Real Estate Income posted a top decile ranking.Quarterly revenues totaled $24.3 million

    10/30/25 4:10:00 PM 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