Westwood Holdings Group Inc (WHG) is an Investment Managers company listed on NYSE. In the last 30 days Quantisnow tracked 6 wire items for WHG, including 2 dividend updates, 2 earnings updates and 2 SEC filings. The most recent was published Nov 5, 2026.
Financial highlights
Full financials- Revenue, TTM
- $103.98M
- Revenue growth
- +14.1%
- Net income, TTM
- $7.27M
- Net margin
- 7.0%
- Free cash flow, TTM
- $16.10M
- Cash
- $24.10M
For the twelve months ended Sep 30, 2026, from SEC filings. Not investment advice.
News · 26 weeks36+500%
2026-05-102026-11-01
Mix1390d
- Dividends5(38%)
- Other4(31%)
- Earnings2(15%)
- SEC Filings2(15%)
Latest news
25 items- SECSEC Form 10-Q filed by Westwood Holdings Group Inc10-Q - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
- SECWestwood Holdings Group Inc filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits8-K - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
- PRWestwood Holdings Group, Inc. Reports Third Quarter 2026 ResultsLaunched PWRX, the first new ETF on the Texas Stock ExchangeOur ETF platform surpassed $430 million in assetsClosed $30 million in private capital commitments and nearly $200 million year-to-dateDefined contribution plan funded with over $450 million in SMidCap DALLAS, Nov. 05, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) today reported third quarter 2026 earnings. Significant items included: Investment strategies beating their primary benchmarks included Select Equity, Multi-Asset Income, Real Estate Income and Tactical Growth SMA.AllCap Value, Select Equity and Multi-Asset Income posted top quartile rankings vs. peers and Real Estate Income posted top decile ranki
- PRWestwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI), Westwood Enhanced Income Opportunity ETF (YLDW) and Westwood Enhanced Power & Infrastructure ETF (PWRX)DALLAS, Nov. 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), Westwood Enhanced Income Opportunity ETF (NYSE: YLDW) and Westwood Enhanced Power & Infrastructure ETF (TXSE: PWRX) 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:MD
- PRWestwood Holdings Group, Inc. to Host Third Quarter 2026 Conference Call/WebcastDALLAS, Oct. 22, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its third quarter 2026 earnings after the close of the New York Stock Exchange on Thursday, November 5, 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/BI60c545b809b742e49e56e3d2ba117f9f. 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/ka62hjh7. Once registered, an email will be sent
- PRWestwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST),Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)DALLAS, Oct. 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), 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 Ticker ETFDistribution per ShareAnnualizedDistribution Rate1(NYSE:MDST)Westwood Salient Enhanced Midstream Income ETF0.2259.8%(NASDAQ:WE
- PRWestwood Launches Westwood Salient Enhanced Power & Infrastructure ETF (PWRX), the First ETF to Launch on the Texas Stock ExchangeDALLAS, Sept. 17, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE:WHG), a leading boutique asset manager, today announced the launch of the Westwood Salient Enhanced Power & Infrastructure ETF (TXSE: PWRX), the newest addition to the Westwood Enhanced Income Series™ ETFs. PWRX is the first new ETF to launch on the Texas Stock Exchange (TXSE), marking the opening of a new national listings venue and the start of the next chapter of American capital markets being written in Texas. PWRX expands the Westwood Enhanced Income Series™ by pairing an income strategy with exposure to the high-growth elements of the energy market. After nearly two decades of flat electricity demand, the Unite
- PRWestwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST),Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)DALLAS, Sept. 02, 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 TickerETFDistributionper ShareAnnualizedDistribution Rate1(NYSE:MDST)Westwood Salient Enhanced Midstream IncomeETF0.2259.2%(NASDAQ:WEEI)
- SECSEC Form N-PX filed by Westwood Holdings Group IncN-PX - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
- PRWestwood to Launch Westwood Salient Enhanced Power & Infrastructure ETF (PWRX) as the First New ETF on the Texas Stock ExchangeDALLAS, Aug. 20, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG), a leading boutique asset manager, today announced plans to launch the Westwood Salient Enhanced Power & Infrastructure ETF (TXSE: PWRX) on September 17, 2026. PWRX will be the first new ETF to launch on the Texas Stock Exchange (TXSE). "Westwood is delighted that PWRX will be the first new ETF listing on the Texas Stock Exchange. We think it is fitting that a Dallas-based manager and a Houston-based energy team are helping to open a Texas exchange with an ETF focused on the industries powering the country's future," said Brian Casey, Chief Executive Officer of Westwood Holdings Group. "The Westwood team is impr
- SECSEC Form 13F-HR filed by Westwood Holdings Group Inc13F-HR - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
- PRWestwood Salient Enhanced Energy Income ETF (WEEI) Surpasses $100 Million in AssetsDALLAS, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group(NYSE:WHG) (NYSE:WHG), a boutique asset management, trust and wealth services firm, today announced that the Westwood Salient Enhanced Energy Income ETF (NASDAQ:WEEI) has surpassed $100 million in assets under management. The milestone reflects growing advisor and investor demand for a strategy that pairs dividend yield and options premiums from covered calls with the potential for equity appreciation across the energy sector. WEEI, the second ETF in Westwood's Enhanced Income Series™, invests across the full energy value chain, spanning upstream, downstream, oil service and integrated companies involved in every phase of oi
- SECAmendment: SEC Form SCHEDULE 13D/A filed by Westwood Holdings Group IncSCHEDULE 13D/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Subject)
- INSIDERDirector Ryan Janice was granted 5,889 shares, increasing direct ownership by 102% to 11,669 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- SECSEC Form 10-Q filed by Westwood Holdings Group Inc10-Q - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
- SECWestwood Holdings Group Inc filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits8-K - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
- PRWestwood Holdings Group, Inc. Reports Second Quarter 2026 ResultsPrivate Capital platform surpassed $500 million in assetsManaged Investment Solutions flows reached $350 million DALLAS, Aug. 06, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) today reported second quarter 2026 earnings. Significant items included: Investment strategies beating their primary benchmarks included Enhanced Balanced, Alternative Income, Real Estate Income, MLP & Energy Infrastructure, Enhanced Midstream Income and Enhanced Energy Income.MLP & Energy Infrastructure, Enhanced Balanced and Enhanced Midstream Income posted top quartile rankings vs. peers and Real Estate Income posted top decile rankings vs. peers.Quarterly revenues totaled $25.3 million vs. $
- PRWestwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)DALLAS, Aug. 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 ETF0.225 9.3%(NASDAQ:WE
- PRWEBs Defined Volatility℠ Sector ETFs Celebrate One Year of Helping Investors Navigate Volatile MarketsPARK CITY, Utah, July 27, 2026 (GLOBE NEWSWIRE) -- One year ago, WEBs Investments launched its Defined Volatility℠ Sector ETF suite into a market environment that would quickly test its core premise. Over the past 12 months, investors navigated sharp volatility spikes, rapid sector rotations, and the kind of whipsaw conditions that can challenge traditional buy-and-hold sectors. The WEBs Defined Volatility℠ Sector ETFs were built for exactly that environment: seeking to reduce portfolio risk when markets deteriorate and to increase equity exposure when markets stabilize. Launched on July 23, 2025, the 11 Defined Volatility℠ Sector ETFs expanded the firm's Defined Volatility℠ ETF lineup be
- PRWestwood Holdings Group, Inc. to Host Second Quarter 2026 Conference Call/WebcastDALLAS, July 22, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its second quarter 2026 earnings after the close of the New York Stock Exchange on Thursday, August 6, 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/BI1a2ac991c5be418d80e390f6c45a05ca. 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/qpuoane3. Once registered, an email will be sent
- INSIDERDirector Emerita Byrne Susan M sold $164,877 worth of shares (8,465 units at $19.48) as part of a pre-agreed trading plan, decreasing direct ownership by 4% to 230,444 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- INSIDERAmendment: Director Emerita Byrne Susan M sold $247,812 worth of shares (12,557 units at $19.73) as part of a pre-agreed trading plan, decreasing direct ownership by 5% to 238,909 units (SEC Form 4)4/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- INSIDERAmendment: Director Emerita Byrne Susan M sold $53,883 worth of shares (2,944 units at $18.30) as part of a pre-agreed trading plan, decreasing direct ownership by 1% to 255,766 units (SEC Form 4)4/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- INSIDERDirector Emerita Byrne Susan M sold $246,551 worth of shares (12,494 units at $19.73) as part of a pre-agreed trading plan, decreasing direct ownership by 5% to 239,017 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- INSIDERDirector Emerita Byrne Susan M sold $79,041 worth of shares (4,300 units at $18.38) as part of a pre-agreed trading plan, decreasing direct ownership by 2% to 251,511 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
WHG FAQ
9 questionsWhat does Westwood Holdings Group Inc do?
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...What is the latest news on WHG?
In the last 30 days Quantisnow tracked 6 wire items for WHG: 2 dividend updates, 2 earnings updates and 2 SEC filings. The most recent was published on November 5, 2026.What is WHG revenue?
Westwood Holdings Group Inc (WHG) reported $103.98M of revenue for the twelve months ended Sep 30, 2026. That is up 14.1% from the year before. Revenue for fiscal 2025 was $97.76M.Is WHG profitable?
Yes. Westwood Holdings Group Inc earned $7.27M in net income for the twelve months ended Sep 30, 2026, a net margin of 7.0%.How much cash and debt does WHG have?
Westwood Holdings Group Inc reported $24.10M in cash and cash equivalents on its most recent balance sheet in SEC filings.Where does WHG stock trade?
Westwood Holdings Group Inc (WHG) is listed on NYSE.What sector and industry is WHG in?
Westwood Holdings Group Inc operates in the Finance sector, Investment Managers industry.What companies are similar to WHG?
Notable peers in the same industry include BX (Blackstone Inc.), KKR (KKR & Co. Inc.), APO (Apollo Global Management Inc. (New)), AMP (Ameriprise Financial Inc.), ARES (Ares Management Corporation). Compare WHG side-by-side with any of them on Quantisnow.How can I track WHG on Quantisnow?
Quantisnow aggregates Westwood Holdings Group Inc's SEC filings, analyst ratings, insider transactions, FDA approvals, and press releases the moment they hit the wire (Wall Street's wire, on your screen.). Follow WHG to receive live email and push alerts on every new disclosure.