Westwood Holdings Group

Westwood Holdings Group, Inc. which through its subsidiaries, engages in managing investment assets and provision of services for its clients. The firm operates through the following 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, as well as investment sub advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and to its advisory segment and sponsors common trust funds to institutions and high net worth individuals. The company was founded by Susan Montgomery Byrne on December 12, 2001 and is headquartered in Dallas, TX.

Earnings data Q2 2021

Earnings data Q3 2021

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Earnings data Q4 2022

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Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

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Westwood Holdings Group, Inc. engages in managing investment assets and providing services to clients. It operates through the Advisory and Trust segments. The Advisory segment offers investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub advisory services to mutual funds and its trust segment. The Trust segment focuses on trust and custodial services and participation in common trust funds that sponsors institutions and high net worth individuals. The company was founded by Susan Montgomery Byrne on December 12, 2001 and is headquartered in Dallas, TX.

DALLAS--(BUSINESS WIRE)--Westwood Holdings Group, an investment management boutique and wealth management firm focused on U.S. Value, Multi-Asset, Real Assets, Alternatives and Custom Investment Solutions, announces the addition of Michael Kovacs as a senior solutions portfolio manager on its Managed Investment Solutions Team. Operating from the Chicago office, Mr. Kovacs will spearhead the design and execution of technology-driven equity solutions that emphasize adaptability, transparency and.

Westwood Holdings Group Hires Senior Solutions Portfolio Manager

DALLAS, April 09, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today launched the Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST). The fund is the first Westwood Exchange-Traded Fund (ETF).

Westwood Launches First Exchange-Traded Fund: Westwood Salient Enhanced Midstream Income ETF (MDST)

LOS ANGELES--(BUSINESS WIRE)--Westwood Financial, a leading commercial retail real estate investment firm, announced updates today on its financial and operational results for the three months and full year ended December 31, 2023, which included: Fourth Quarter 2023 Highlights Executed 17 new leases totaling 26,000 square feet and 43 renewals totaling 91,000 square feet Achieved total leased percent of 96.9% vs. 96.8% same quarter end 2022 (+10 bps) Achieved an inline shop leased percent of 94.

Westwood Financial Announces Fourth Quarter and Full Year 2023 Results

DALLAS, Feb. 22, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group, an investment management boutique and wealth management firm, announced today that founder Susan M. Byrne will become a Director Emerita of the Company's Board of Directors (the “Board”) on May 1, 2024.

Susan M. Byrne to Become Director Emerita of the Westwood Holdings Group Board of Directors

Westwood Holdings Group, Inc. (WHG) Q4 2023 Earnings Call Transcript

Westwood Salient Select Income posted top decile performance last quarterMany of our Multi-Asset Strategies posted top quartile performance last quarterInstitutional wins for SmidCap Value expected to fund in the first half of this yearManaged Investment Solutions joined the Westwood Family

Westwood Holdings Group Reports Fourth Quarter and Full Year 2023 Results

DALLAS, Jan. 31, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its fourth quarter and fiscal year 2023 earnings after the close of the New York Stock Exchange on Wednesday, February 14, 2024. 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).

Westwood Holdings Group, Inc. to Host Fourth Quarter and Fiscal Year 2023 Conference Call/Webcast

Westwood Holdings Group, Inc. (NYSE:WHG ) Q3 2023 Earnings Conference Call October 31, 2023 4:30 PM ET Company Participants Jill Meyer - SVP & Director, Fiduciary Services Brian Casey - CEO Terry Forbes - SVP, CFO & Treasurer Conference Call Participants Mac Sykes - GAMCO Investors Operator Good day, and thank you for standing by. Welcome to the 3Q 2023 Westwood Holdings Group, Inc., earnings conference call.

Westwood Holdings Group, Inc. (WHG) Q3 2023 Earnings Call Transcript

Strong Performance Delivered Across Multiple Strategies Introduction of Managed Investment Solutions Westwood Energy Secondaries Fund Launched DALLAS, Oct. 31, 2023 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) today reported third quarter 2023 earnings. Significant items included: SMidCap Value, MidCap Value, Platinum, Dividend Select, Enhanced Balanced, Income Opportunity, High Income and Global Real Estate strategies all beat their primary benchmarks.

Westwood Holdings Group, Inc. Reports Third Quarter 2023 Results

DALLAS, Oct. 20, 2023 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its third quarter 2023 earnings after the close of the New York Stock Exchange on Tuesday, October 31, 2023. 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).

Westwood Holdings Group, Inc. to Host Third Quarter 2023 Conference Call/Webcast

Westwood Holdings Group, Inc. (NYSE:WHG ) Q2 2023 Earnings Conference Call August 2, 2023 4:30 PM ET Company Participants John Ehinger - Senior Vice President, Head of Legal & Chief Compliance Officer Brian Casey - Chief Executive Officer Terry Forbes - Chief Financial Officer Conference Call Participants Macrae Sykes - GAMCO Operator Good day and thank you for standing by. Welcome to the Second Quarter 2023 Westwood Holdings Group, Inc. Earnings Conference Call.

Westwood Holdings Group, Inc. (WHG) Q2 2023 Earnings Call Transcript

Most U.S. Value Strategies Outperformed Their Benchmarks Positive Large Cap Value Flows Despite Worst May for Industry in 15 Years 21 st Anniversary of New York Stock Exchange Listing DALLAS, Aug. 02, 2023 (GLOBE NEWSWIRE) --  Westwood Holdings Group, Inc. (NYSE: WHG) today reported second quarter 2023 earnings. Significant items for the quarter include: Numerous strategies beat their primary benchmarks, including LargeCap Value, SmallCap Value, MidCap Value, Enhanced Balanced, High Income, Global Real Estate, Select Income and Tactical Growth.

Westwood Holdings Group, Inc. Reports Second Quarter 2023 Results

DALLAS, July 21, 2023 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its second quarter 2023 earnings after the close of the New York Stock Exchange on Wednesday, August 2, 2023. 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).

Westwood Holdings Group, Inc. to Host Second Quarter 2023 Conference Call/Webcast

Westwood Holdings Group, Inc. (WHG) Q1 2023 Earnings Call Transcript.

Westwood Holdings Group, Inc. (WHG) Q1 2023 Earnings Call Transcript

First Full Quarter Reflecting Acquisition of Salient Partners Integration of Salient's Products, Distribution and People on Track Strong Performance for most of Westwood's US Value Strategies High Income Fund selected among the Best US Taxable Bond Mutual Funds in 2023 DALLAS, April 26, 2023 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) today reported first quarter 2023 earnings. Significant items for the quarter include: Integration of Salient Partners is on track and acquisition of an additional 32% interest in Broadmark Asset Management was completed, bringing our equity stake to nearly 80%.

Westwood Holdings Group, Inc. Reports First Quarter 2023 Results

DALLAS, April 21, 2023 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its first quarter 2023 earnings after the close of the New York Stock Exchange on Wednesday, April 26, 2023. 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).

Westwood Holdings Group, Inc. to Host First Quarter 2023 Conference Call/Webcast

Westwood Holdings Group, Inc. (NYSE:WHG ) Q4 2022 Earnings Conference Call February 15, 2023 4:30 PM ET Company Participants Brian Casey – Chief Executive Officer Terry Forbes – Chief Financial Officer Conference Call Participants Operator Good day and welcome to the Fourth Quarter 2022 Westwood Holdings Group Earnings Conference Call. At this time all participants are in a listen-only mode.

Westwood Holdings Group, Inc. (WHG) Q4 2022 Earnings Call Transcript

Closed Strategic Acquisition of Salient Partners' Asset Management Business Strong Investment Performance

Westwood Holdings Group Reports Fourth Quarter and Full Year 2022 Results

DALLAS, Feb. 10, 2023 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its fourth quarter and fiscal year 2022 earnings after the close of the New York Stock Exchange on Wednesday, February 15, 2023. 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).

Westwood Holdings Group, Inc. to Host Fourth Quarter and Fiscal Year 2022 Conference Call/Webcast

Highly Complementary Expansion of Westwood's Investment and Distribution Capabilities Highly Complementary Expansion of Westwood's Investment and Distribution Capabilities

Westwood Acquires Salient Partners' Asset Management Business

Westwood Holdings Group, Inc. (NYSE:WHG ) Q3 2022 Earnings Conference Call October 26, 2022 4:30 PM ET Company Participants Julie Gerron - General Counsel Brian Casey - CEO Terry Forbes - CFO Conference Call Participants Macrae Sykes - GAMCO Investors Operator Hello and thank you for standing by. Welcome to the Third Quarter 2022 Westwood Holdings Group Earnings Conference Call.

Westwood Holdings Group, Inc. (WHG) Q3 2022 Results - Earnings Call Transcript

Strong Performances Delivered Across Multiple Products

Westwood Holdings Group, Inc. Reports Third Quarter 2022 Results

Westwood Holdings Group, Inc. (NYSE:WHG ) Q2 2022 Earnings Conference Call July 27, 2022 4:30 PM ET Company Participants Julie Gerron - General Counsel Brian Casey - Chief Executive Officer Terry Forbes - Chief Financial Officer Conference Call Participants Macrae Sykes - Gabelli Operator Hello. Thank you for standing by and welcome to Westwood Holdings Group, Inc. Second Quarter 2022 Earnings Conference Call.

Westwood Holdings Group, Inc. (WHG) CEO Brian Casey on Q2 2022 Results - Earnings Call Transcript

Strategic Acquisition of Salient Partners' Asset Management Business

Westwood Holdings Group, Inc. Reports Second Quarter 2022 Results

Strategic Combination Creates Strong Investment Management Boutique With Specialization and Scale Across U.S. Equity, Multi-Asset, Real Assets and Alternatives Strategic Combination Creates Strong Investment Management Boutique With Specialization and Scale Across U.S. Equity, Multi-Asset, Real Assets and Alternatives

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