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Westwood Holdings Group Inc

Westwood Holdings Group, Inc. manages investment assets and provides services to clients through its subsidiaries. It operates in two segments: Advisory and Trust. The Advisory segment offers investment advisory services to corporate and public retirement plans, endowments, foundations, individuals, and the Westwood Funds, as well as sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment provides trust and custodial services and participates in common trust funds it sponsors for institutions and high net worth individuals. Founded in 1983, the company is based in Dallas, Texas.

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Westwood Holdings Group Q2 Revenue Rises to $25.3 Million

Westwood Holdings Group reported second-quarter revenue of $25.3 million, up from $23.1 million a year earlier. Net income increased to $1.5 million, or $0.17 per share, while non-GAAP economic earnings reached $3 million, or $0.33 per share. The company recorded $1.6 billion in net asset-management outflows, concentrated in legacy large-cap value and certain small-cap institutional mandates, with firmwide assets under management and advisement totaling $17.9 billion at June 30. Growth initiatives expanded as the ETF platform surpassed $400 million in assets in July, private capital commitments exceeded $500 million, and the company plans to launch the PWRX power-and-infrastructure ETF in September. Westwood aims to exceed $1 billion in assets across ETFs, private capital and Managed Investment Solutions within the next year.
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Westwood Announces Monthly Distributions for Three Income ETFs

Westwood Holdings Group announced monthly income distributions for three ETFs in its Westwood Income Series. The Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) each declared a distribution of $0.225 per share, while the Westwood Enhanced Income Opportunity ETF (YLDW) declared $0.18 per share. The annualized distribution rates, based on net asset value as of July 30, 2026, are 9.3% for MDST, 11.3% for WEEI, and 8.6% for YLDW. MDST, which focuses on midstream energy companies, had $286 million in net assets; WEEI, offering broad energy exposure, had $96 million; and YLDW, a multi-asset income fund, had $35 million. The funds combine dividend yield and options premiums from covered calls to target monthly income distributions.
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