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.

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

Westwood to Acquire Salient Partners' Asset Management Business

Westwood Holdings Group, Inc. (NYSE:WHG ) Q1 2022 Earnings Conference Call April 27, 2022 4:30 PM ET Company Participants Brian Casey – President & Chief Executive Officer Julie Gerron – General Counsel & Chief Compliance Officer Terry Forbes – Chief Financial Officer Conference Call Participants Macrae Sykes – GAMCO Investors Inc. Operator Good day and thank you for standing by. Welcome to the First Quarter 2022 Westwood Holdings Group, Inc. Earnings Conference Call.

Westwood Holdings Group, Inc. (WHG) CEO Brian Casey on Q1 2022 Results - Earnings Call Transcript

Multi-Asset's suite of products performed well against benchmarks and peers

Westwood Holdings Group, Inc. Reports First Quarter 2022 Results

DALLAS, April 08, 2022 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its first quarter 2022 earnings after the close of the New York Stock Exchange on Wednesday, April 27, 2022. 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 2022 Conference Call/Webcast

Westwood Holdings Group, Inc. (WHG) CEO Brian Casey on Q4 2021 Results - Earnings Call Transcript

Competitive performance across key strategies Double-digit revenue growth powers return to full year profitability

Westwood Holdings Group Reports Fourth Quarter and Full Year 2021 Results

DALLAS, Jan. 28, 2022 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its fourth quarter 2021 earnings after the close of the New York Stock Exchange on Wednesday, February 9, 2022. 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).

Date Correction - Westwood Holdings Group, Inc. to Host Fourth Quarter and Fiscal Year 2021 Conference Call/Webcast

DALLAS, Jan. 26, 2022 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its fourth quarter 2021 earnings after the close of the New York Stock Exchange on Wednesday, February 9, 2021. 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 2021 Conference Call/Webcast

Westwood Holdings Group, Inc. (WHG) CEO Brian Casey on Q3 2021 Results - Earnings Call Transcript

Strong performance delivered across multiple products

Westwood Holdings Group, Inc. Reports Third Quarter 2021 Results

DALLAS, Oct. 11, 2021 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its third quarter 2021 earnings after the close of the New York Stock Exchange on Wednesday, October 27, 2021. 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 2021 Conference Call/Webcast

Westwood Holdings Group, Inc. (WHG) CEO Brian Casey on Q2 2021 Results - Earnings Call Transcript

Westwood Holdings Group, Inc. Reports Second Quarter 2021 Results

DALLAS, July 19, 2021 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its second quarter 2021 earnings after the close of the New York Stock Exchange on Tuesday, July 27, 2021. 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 2021 Conference Call/Webcast

DALLAS, July 14, 2021 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (“Westwood” or the “Company”) (NYSE: WHG) today confirmed that, since May, it has received two unsolicited proposals from Americana Partners, LLC to acquire Westwood. Americana's last proposal, received by the Company on June 14, 2021, offered $25.00 per share in cash.

Westwood Holdings Group, Inc. Comments on Unsolicited Proposal from Americana Partners

DALLAS, May 03, 2021 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) announced that on May 2, 2021, its Board of Directors (“Board”) adopted a limited-duration Shareholder Rights Agreement (the “Rights Agreement”) and declared a distribution of one right for each outstanding share of common stock. The Rights Agreement is effective immediately and will expire on May 1, 2022 or earlier, as provided in the Rights Agreement.

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