Westwood Holdings Group Inc. (WHG)
NYSE NYSE Primary 
Westwood Holdings Is Back To Net Outflows, And Remains Unattractive
Westwood Holdings reported 3Q25 results, with net income boosted by a non-recurring, unrealized private-valuation update. WHG continues to experience net outflows in core segments, with AUM growth driven by market appreciation rather than organic inflows. ETF platforms, especially energy income and defined volatility ETFs, are growing, but not enough to offset declines in mutual funds and institutional accounts.
Westwood Holdings Group, Inc. (WHG) Q3 2025 Earnings Call Transcript
Westwood Holdings Group, Inc. ( WHG ) Q3 2025 Earnings Call October 30, 2025 4:30 PM EDT Company Participants Jill Meyer - Corporate Secretary & Director of Fiduciary Services Brian Casey - CEO & Director Terry Forbes Conference Call Participants Macrae Sykes - GAMCO Investors, Inc. Presentation Operator Thank you for standing by, and welcome to Westwood Holdings Group's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] I would now like to hand the call over to Jill Meyer, Chief Legal Counsel.
Westwood Holdings Group, Inc. (WHG) Q2 2025 Earnings Call Transcript
Westwood Holdings Group, Inc. (NYSE:WHG ) Q2 2025 Earnings Conference Call August 8, 2025 4:30 PM ET Company Participants Brian O'Connor Casey - CEO & Director Jill Meyer - Corporate Secretary & Director of Fiduciary Services Terry Forbes - Corporate Participant Operator Good day, and thank you for standing by. Welcome to the Westwood Holdings Group Second Quarter 2025 Earnings Conference Call.
Westwood Holdings: Profitability Improving But Stock Not Cheap
WHG reversed previous outflows with strong 1Q25 net inflows, but the sustainability of this trend is uncertain given mixed fund performance rankings. Profitability is improving due to operating leverage, but recent results were affected by seasonal costs, and revenue growth remains modest. The valuation is high at 23x EV/NOPAT, requiring substantial AUM growth to justify current pricing, which remains speculative.
Westwood Holdings Group, Inc. (WHG) Q1 2025 Earnings Call Transcript
Westwood Holdings Group, Inc. (NYSE:WHG ) Q1 2025 Earnings Conference Call April 30, 2025 4:30 PM ET Company Participants Jill Meyer - Corporate Secretory. Brian Casey – CEO Terry Forbes - CFO Conference Call Participants Macrae Sykes - Gabelli Operator Good day and thank you for standing by.
Westwood Holdings Group, Inc. (WHG) Q4 2024 Earnings Conference Call Transcript
Westwood Holdings Group, Inc. (NYSE:WHG ) Q4 2024 Earnings Conference Call February 12, 2025 4:30 PM ET Company Participants Brian Casey - CEO Terry Forbes - CFO Conference Call Participants Operator Good day and thank you for standing by. Welcome to the 4Q 2024 Westwood Holdings Group Inc. Earnings Conference Call.
Westwood Holdings Group, Inc. (WHG) Q3 2024 Earnings Conference Call Transcript
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) Q2 2024 Earnings Call Transcript
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.
