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 Q1 2021

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Westwood Holdings Group reports solid Q2 performance amidst market challenges

Westwood Holdings Group's Q2 2024 performance showcased strength in investment strategies and financial stability with a debt-free balance sheet. Despite challenges like net outflows and market uncertainties, the company's focus on innovation and expansion in ETF business presents growth opportunities.
The emphasis on securing new mandates, successful ETF launches, and potential synergies from the Texas Stock Exchange investment underlines the company's commitment to long-term growth and diversification.

Westwood Holdings Group reports growth in assets and strategic partnerships

Westwood Holdings Group demonstrated solid performance with increased assets under management and successful product launches.
While facing challenges in certain channels, the company has opportunities for growth through client acquisitions and product innovation.
Overall, the company's strategic initiatives and market alignment position it well for future success and client engagement.
Balancing strengths, challenges, and opportunities will be key for Westwood Holdings Group to navigate market dynamics and sustain growth.

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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.

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

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

Westwood Holdings Group, Inc. (NYSE:WHG ) Q3 2024 Earnings Conference Call October 30, 2024 4:30 PM ET Company Participants Jill Meyer - SVP, Director of Fiduciary Brian Casey - CEO Terry Forbes - CFO Conference Call Participants Macrae Sykes - GAMCO Operator Hello, and thank you for standing by. At this time, I would like to welcome you to the Third Quarter 2024 Westwood Holdings Group, Inc. Earnings Conference Call.

Westwood Holdings Group, Inc. (WHG) Q3 2024 Earnings Conference Call Transcript

Firmwide Assets Under Management of $17.7 Billion (Highest Level in 6 years) Continued Innovation with WEBs Partnership to Expand ETF Platform

Westwood Holdings Group, Inc. Reports Third Quarter 2024 Results

Westwood has entered into a partnership with ETF veteran Ben Fulton to scale Westwood's ETF platform, offering investors and advisors new, highly innovative strategies Our new partnership called WEBs—"Westwood Engineered Beta”—will apply a proprietary strategy seeking to provide a more stable investment experience and better risk-adjusted returns to investors Westwood will form the partnership by investing in WEBs Investments Inc. and will provide distribution resources and administrative support, with an option to buy the entity in the future Ben Fulton, a recognized ETF industry leader and pioneer, grew Invesco's PowerShares ETF platform from $200 million to $80 billion during his tenure from 2005 to 2013, first as EVP, Global Product Development and later as Head of Global ETFs Chris Doran, Westwood's Head of ETF Distribution & National Accounts and a 25-year, proven ETF-sales leader, will directly support WEBs, leveraging his extensive experience and client relationships DALLAS and NEW YORK, Oct. 28, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) (“Westwood”), a diversified asset management firm headquartered in Dallas, TX, today announced that Westwood has invested in a new venture with exchange-traded-fund (“ETF”) industry leader Ben Fulton to expand Westwood's existing ETF platform to include new, highly innovative strategies developed under a new stand-alone entity called WEBs Investments Inc. (“WEBs”), which stands for “Westwood Engineered Beta.” WEBs is an investment adviser registered with the U.S. Securities and Exchange Commission.

Westwood Holdings Group Partners With ETF Leader Ben Fulton to Expand and Scale ETF Platform

Westwood Holdings Group, Inc. (NYSE:WHG ) Q2 2024 Earnings Call July 31, 2024 4:30 PM ET Company Participants John Ehinger - Chief Compliance Officer Brian Casey - Chief Executive Officer Terry Forbes - Chief Financial Officer Conference Call Participants Mac Sykes - GAMCO Operator Good day and thank you for standing by. Welcome to the Second Quarter 2024 Westwood Holdings Group Earnings Conference Call.

Westwood Holdings Group, Inc. (WHG) Q2 2024 Earnings Call Transcript

Founding Investor in the Texas Stock Exchange Successful Launch of two Exchange-Traded Funds Strong Pipeline of Unfunded and Prospective New Clients DALLAS, July 31, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) today reported second quarter 2024 earnings. Significant items included: Investment strategies beating their primary benchmarks included LargeCap Value, AllCap Value, Dividend Select, High Income, Credit Opportunities, Real Estate Income, MLP SMA, MLP High Conviction and MLP & Energy Infrastructure.

Westwood Holdings Group, Inc. Reports Second Quarter 2024 Results

DALLAS, July 18, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its second quarter 2024 earnings after the close of the New York Stock Exchange on Wednesday, July 31, 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 Second Quarter 2024 Conference Call/Webcast

Westwood Holdings Group, Inc. (NYSE:WHG ) Q1 2024 Results Conference Call May 1, 2024 4:30 PM ET Company Participants Jill Meyer - SVP, Director of Fiduciary Services 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 First Quarter 2024 Westwood Holdings Group Earnings Conference Call [Operator Instructions].

Westwood Holdings Group, Inc. (WHG) Q1 2024 Earnings Call Transcript

Strong Performance across Westwood's suite of products Successful Launch of MDST on the NYSE (April, 2024) Successful Launch of WEEI on NASDAQ (May, 2024) DALLAS, May 01, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) today reported first quarter 2024 earnings. Significant items included: SMidCap, SmallCap Value, MidCap Value, Platinum, Enhanced Balanced, High Income, Credit Opportunities and Global Real Estate strategies all beat their primary benchmarks.

Westwood Holdings Group, Inc. Reports First Quarter 2024 Results

DALLAS, May 01, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today launched the Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI), the second Westwood Exchange-Traded-Fund (ETF). Like its sister product, the Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST), WEEI is an actively managed ETF crafted to provide advisors and investors with a robust solution for generating high distributable monthly income, combining dividend yield and options premiums from covered calls, while still offering the potential for equity appreciation within the energy sector.

Westwood Announces Launch of Westwood Salient Enhanced Energy Income ETF (WEEI)

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%.

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