Westwood Holdings Group Inc. (WHG)
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Westwood Holdings Group, Inc. (WHG) Q1 2026 Earnings Call Prepared Remarks Transcript
Westwood Holdings Group, Inc. (WHG) Q1 2026 Earnings Call Prepared Remarks Transcript
Westwood Holdings Group, Inc. (WHG) Q4 2025 Earnings Call Transcript
Westwood Holdings Group, Inc. (WHG) Q4 2025 Earnings Call Transcript
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. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JG Jennifer Grunberg Allspring Global Investments Holdings LLC | 613,114 | $10.34M | $10.78M | $442,870.13 | 4.28% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 14,039 | $172,960.48 | $247,507.57 | $74,547.09 | 43.1% |
| KKS Karl K. Segerberg Settian Capita LLP | 470,515 | $7.38M | $8.3M | $919,094.22 | 12.46% |
 Alexandra Stickelman Root Financial Partners, LLC | 3 | $49 | $52.77 | $3.77 | 7.69% |
 Christopher C. Powers Farther Finance Advisors, LLC | 66 | $1,088.52 | $1,160.94 | $72.42 | 6.65% |
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Westwood Holdings Group Inc. Profile
| Capital Markets Industry | Financials Sector | Scott Barnard CEO | NYSE Exchange | 961765104 CUSIP |
| US Country | 151 Employees | 1 Jun 2026 Last Dividend | - Last Split | 13 Jun 2002 IPO Date |
Overview
Westwood Holdings Group, Inc. is a distinguished investment management firm based in Dallas, Texas, with a rich history dating back to 1983. Through its various subsidiaries, Westwood specializes in managing investment assets and delivering an array of services tailored to its diverse clientele. Operating primarily in two business segments, Advisory and Trust, Westwood caters to corporate retirement plans, public retirement systems, endowments, foundations, individual investors, and the unique Westwood Funds. This firm stands out for its commitment to providing investment advisory and sub-advisory services, as well as trust and custodial solutions, underpinned by a dedication to excellence and client satisfaction.
Products and Services
- Advisory Services:
- Trust Services:
Westwood provides comprehensive investment advisory services catered to the needs of various entities, including corporate retirement plans, public retirement plans, endowments, and foundations. Individual investors also benefit from Westwood's wealth management expertise. In addition, the company offers investment sub-advisory services to mutual funds, pooled investment vehicles, further showcasing its versatility and commitment to delivering tailored investment solutions.
The Trust segment of Westwood stands as a cornerstone of its offering, delivering trust and custodial services that assure security and efficiency in asset management. These services are designed for institutions and high net worth individuals seeking a reliable partner for the safekeeping and administration of their investments. Further enhancing its trust services portfolio, Westwood also participates in and sponsors common trust funds, providing a strategic avenue for clients to benefit from collective investment opportunities.
