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
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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
DALLAS, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE:WHG), a leading boutique asset manager, today announced plans to close and liquidate the Westwood LBRTY Global Equity ETF (NYSE:BFRE) following an ongoing review of ETF offerings. The last day of trading of the Fund's shares on the NYSE Arca will be Friday, February 27, 2026 ("Closing Date"), which will also be the last day the Fund will accept creation units from authorized participants. Shareholders may sell their holdings in the Fund prior to the Closing Date and customary brokerage charges may apply to these transactions. Authorized participants may redeem baskets of shares for a pro rata portion of the Fund's por
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
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
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
Fundraise underscores the success of Westwood's growing alternative investments platform, which continues to scale and offers differentiated alternative products to institutional clients DALLAS, Jan. 14, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE:WHG) ("Westwood" or the "Firm"), a boutique asset management firm with more than $18 billion in assets under management and advisement, today announced the final close of Westwood Energy Secondaries Fund II, LLC and two related co-investment funds (collectively "WES II" or the "Funds"), with over $300 million in capital commitments raised. The capital raise far exceeded Westwood's target of $150 million and reflects continued investo
DALLAS, Jan. 12, 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) 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)WestwoodSalient Enhanced
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
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
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
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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
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
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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
DALLAS, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE:WHG), a leading boutique asset manager, today announced plans to close and liquidate the Westwood LBRTY Global Equity ETF (NYSE:BFRE) following an ongoing review of ETF offerings. The last day of trading of the Fund's shares on the NYSE Arca will be Friday, February 27, 2026 ("Closing Date"), which will also be the last day the Fund will accept creation units from authorized participants. Shareholders may sell their holdings in the Fund prior to the Closing Date and customary brokerage charges may apply to these transactions. Authorized participants may redeem baskets of shares for a pro rata portion of the Fund's por
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
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
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
DALLAS, Jan. 12, 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) 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)WestwoodSalient Enhanced
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
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
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
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
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