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    Westwood Holdings Q3 2023 Adj. EPS $0.77, Revenue $21.9M

    10/31/23 4:19:48 PM ET
    $WHG
    Investment Managers
    Finance
    Get the next $WHG alert in real time by email
    Westwood Holdings Q3 2023 Adj. EPS $0.77, Revenue $21.9M
    Get the next $WHG alert in real time by email

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    Recent Analyst Ratings for
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    Head of Legal and Compliance Ehinger John Anthony Jr covered exercise/tax liability with 838 shares and was granted 5,549 shares, increasing direct ownership by 35% to 18,252 units (SEC Form 4)

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

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    Amendment: CIO, Multi-Asset Inv. Helfert Adrian covered exercise/tax liability with 10,772 shares, decreasing direct ownership by 6% to 162,751 units (SEC Form 4)

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

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    Amendment: Head, U.S. Value Inv. Lockridge Matthew covered exercise/tax liability with 5,379 shares, decreasing direct ownership by 6% to 77,900 units (SEC Form 4)

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    SEC Form DEF 14A filed by Westwood Holdings Group Inc

    DEF 14A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)

    3/13/26 4:36:32 PM ET
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    SEC Form 10-K filed by Westwood Holdings Group Inc

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

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    SEC Form S-8 filed by Westwood Holdings Group Inc

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    2/19/26 4:09:33 PM ET
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    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, March 09, 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. ETFTickerETFDistributionper ShareAnnualizedDistributionRate1(NYSE:MDST)Westwood Salient Enhanced Midstream Income ETF0.225 9.5% (NASDAQ:WEEI

    3/9/26 8:00:00 AM ET
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    Westwood Enhanced Income Series™ ETF Platform Surpasses $250 Million in Assets

    DALLAS, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE:WHG), a leading boutique asset manager, today announced the Westwood Enhanced Income Series™ ETFs, a key component of Westwood's growing ETF platform, has surpassed $250 million in assets under management (AUM). Concurrently, the Westwood Salient Enhanced Midstream Income ETF (NYSE:MDST) which provides access to an actively managed portfolio of midstream and MLP energy infrastructure companies with an income-focused options overlay, has reached $200 million in assets. "Our Enhanced Income ETFs are helping to allowing investors to access some of the most effective income opportunities in a variety of asset classes and

    2/19/26 4:30:00 PM ET
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    Westwood Holdings Group Announces Liquidation of Westwood LBRTY Global Equity ETF

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    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, March 09, 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. ETFTickerETFDistributionper ShareAnnualizedDistributionRate1(NYSE:MDST)Westwood Salient Enhanced Midstream Income ETF0.225 9.5% (NASDAQ:WEEI

    3/9/26 8:00:00 AM ET
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    Westwood Enhanced Income Series™ ETF Platform Surpasses $250 Million in Assets

    DALLAS, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE:WHG), a leading boutique asset manager, today announced the Westwood Enhanced Income Series™ ETFs, a key component of Westwood's growing ETF platform, has surpassed $250 million in assets under management (AUM). Concurrently, the Westwood Salient Enhanced Midstream Income ETF (NYSE:MDST) which provides access to an actively managed portfolio of midstream and MLP energy infrastructure companies with an income-focused options overlay, has reached $200 million in assets. "Our Enhanced Income ETFs are helping to allowing investors to access some of the most effective income opportunities in a variety of asset classes and

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    Westwood Holdings Group Announces Liquidation of Westwood LBRTY Global Equity ETF

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    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

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    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
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    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.

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    SEC Form SC 13G filed by Westwood Holdings Group Inc

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

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    10/15/24 6:13:40 AM ET
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