Westwood Energy Secondaries Fund II Closes with Over $300M Raised
Westwood Holdings Group announced the final close of Westwood Energy Secondaries Fund II, LLC and two related co-investment funds, with over $300M in capital commitments raised. The capital raise far exceeded Westwood's target of $150M and reflects continued investor interest in Westwood's energy secondaries business. Since Westwood's launch of its initial flagship energy secondaries fund in 2023, the firm has raised nearly $350M and has invested over $250M across two energy secondaries flagship funds and three co-investment funds. WES II aims to achieve attractive, risk-adjusted returns through investments in a diversified portfolio of energy-focused secondary and continuation fund opportunities. WES II's primary focus is on investing in 7-12 year-old limited partnership interests at a significant discount in the secondary market, in addition to general partner led continuation fund portfolio company investments in upstream, midstream and oil-services companies. The Funds are designed to provide liquidity to institutional investors while partnering with best-in-class energy private equity sponsors in mature LP portfolios and continuation funds. The Funds deployed $200M in energy investments in 2025 and have approximately $100M remaining to deploy in 2026.
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Westwood Holdings to Release Q4 and FY 2025 Earnings on February 13, 2026
- Earnings Release Schedule: Westwood Holdings Group will release its Q4 and FY 2025 earnings after the close of the NYSE on February 13, 2026, which is expected to impact investor confidence.
- Conference Call Details: Following the earnings release, the company will host a conference call at 4:30 PM ET (3:30 PM CT), providing a live audio webcast for investors to access the latest information.
- Registration Process: Investors must register in advance to receive a dial-in number and personalized PIN, ensuring participation in the call and access to important information, thereby enhancing transparency and communication efficiency.
- Company Background: Westwood Holdings is a boutique asset management firm with over 40 years of history, dedicated to offering diverse investment strategies to institutional and private wealth clients, emphasizing a client-first service philosophy that reflects its ability to adapt in a constantly changing market.
Daily Upgrade Report for Validea Motley Fool Strategy - December 16, 2025
Validea's Small-Cap Growth Investor Model: Today's upgrades for Validea's Small-Cap Growth Investor model highlight Westwood Holdings Group Inc. (WHG) as a small-cap growth stock with a rating increase from 49% to 76%, indicating improved fundamentals and valuation.
Company Overview: Westwood Holdings Group, Inc. operates in the Investment Services industry, managing investment assets and providing advisory and trust services through its various subsidiaries.
Investment Strategy Insights: The analysis includes a detailed overview of WHG's performance against the strategy's criteria, noting that a score above 80% suggests interest in the stock, while above 90% indicates strong interest.
About Motley Fool and Validea: The Motley Fool, founded by David and Tom Gardner, offers investment advice and commentary, while Validea provides research based on the strategies of renowned investors, aiming to help investors outperform the market.
Westwood Launches YLDW ETF, Surpassing $200M AUM
- New ETF Launch: Westwood Holdings Group has launched the Westwood Enhanced Income Opportunity ETF (YLDW), the latest addition to its Enhanced Income Series ETFs, marking a significant expansion in the ETF market with total assets under management exceeding $200 million.
- Income Generation Strategy: YLDW combines a multi-asset allocation approach with a covered-call options strategy, aiming to provide investors with a consistent source of income and potential for capital appreciation, addressing market demand for diversified income solutions.
- Commitment to Market Innovation: CEO Brian Casey stated that the launch of YLDW reflects Westwood's commitment to innovation, aiming to translate successful traditional investment strategies into modern ETF vehicles that cater to both retail and institutional investors.
- Diversified Investment Opportunities: YLDW's multi-asset approach and transparent ETF structure offer investors broader total-return opportunities while managing volatility through flexible asset class allocations, enhancing the stability of investment portfolios.
Westwood Launches YLDW ETF, Surpassing $200M AUM in Enhanced Income Series
- New Product Launch: Westwood Holdings Group has announced the launch of the YLDW ETF, the latest addition to its Enhanced Income Series, designed to provide investors with a consistent income source and capital appreciation potential, marking a significant expansion in the ETF market.
- Asset Management Scale: The company's recent ETF platform has surpassed $200 million in assets under management, demonstrating its success in the multi-asset income strategy space and further solidifying its position in the asset management industry.
- Investment Strategy Innovation: YLDW combines a multi-asset allocation approach with a covered-call options strategy, which not only enhances income generation but also provides investors with exposure to diverse asset classes, aiding in volatility management and optimizing total return.
- Market Demand Response: The launch of YLDW reflects Westwood's keen insight into market demands, aiming to meet the evolving needs of investors while showcasing the company's commitment to innovative investment products.
Westwood Holdings Wins 2025 Best Places to Work Award
- Industry Recognition: Westwood Holdings Group has been awarded the 2025 Best Places to Work by Pensions & Investments, marking the 11th time the company has received this honor, highlighting its excellence in employee satisfaction and corporate culture.
- Employee Development: The firm offers comprehensive professional development opportunities, including mentorship from industry professionals and exposure to diverse investment strategies, which fosters employee growth and enhances team collaboration, thereby improving retention and engagement rates.
- Cultural Values: Westwood emphasizes teamwork, community service, and a collaborative culture, combined with unique employee benefits, creating a best-in-class workplace that drives the company's success in the competitive asset management industry.
- Evaluation Mechanism: The selection process was conducted in partnership with Workforce Research Group, assessing company policies and employee experiences to ensure the fairness and authority of the results.
The Bull Market Continues to Stumble: A Cautious Market Environment.
Market Sentiment: Wall Street experienced a week of uncertainty as investors reacted to upcoming earnings reports and economic data.
Key Events: The focus was on Nvidia's earnings report and the delayed September jobs report due to a government shutdown.
Westwood Holdings to Release Q4 and FY 2025 Earnings on February 13, 2026
- Earnings Release Schedule: Westwood Holdings Group will release its Q4 and FY 2025 earnings after the close of the NYSE on February 13, 2026, which is expected to impact investor confidence.
- Conference Call Details: Following the earnings release, the company will host a conference call at 4:30 PM ET (3:30 PM CT), providing a live audio webcast for investors to access the latest information.
- Registration Process: Investors must register in advance to receive a dial-in number and personalized PIN, ensuring participation in the call and access to important information, thereby enhancing transparency and communication efficiency.
- Company Background: Westwood Holdings is a boutique asset management firm with over 40 years of history, dedicated to offering diverse investment strategies to institutional and private wealth clients, emphasizing a client-first service philosophy that reflects its ability to adapt in a constantly changing market.
Daily Upgrade Report for Validea Motley Fool Strategy - December 16, 2025
Validea's Small-Cap Growth Investor Model: Today's upgrades for Validea's Small-Cap Growth Investor model highlight Westwood Holdings Group Inc. (WHG) as a small-cap growth stock with a rating increase from 49% to 76%, indicating improved fundamentals and valuation.
Company Overview: Westwood Holdings Group, Inc. operates in the Investment Services industry, managing investment assets and providing advisory and trust services through its various subsidiaries.
Investment Strategy Insights: The analysis includes a detailed overview of WHG's performance against the strategy's criteria, noting that a score above 80% suggests interest in the stock, while above 90% indicates strong interest.
About Motley Fool and Validea: The Motley Fool, founded by David and Tom Gardner, offers investment advice and commentary, while Validea provides research based on the strategies of renowned investors, aiming to help investors outperform the market.
Westwood Launches YLDW ETF, Surpassing $200M AUM
- New ETF Launch: Westwood Holdings Group has launched the Westwood Enhanced Income Opportunity ETF (YLDW), the latest addition to its Enhanced Income Series ETFs, marking a significant expansion in the ETF market with total assets under management exceeding $200 million.
- Income Generation Strategy: YLDW combines a multi-asset allocation approach with a covered-call options strategy, aiming to provide investors with a consistent source of income and potential for capital appreciation, addressing market demand for diversified income solutions.
- Commitment to Market Innovation: CEO Brian Casey stated that the launch of YLDW reflects Westwood's commitment to innovation, aiming to translate successful traditional investment strategies into modern ETF vehicles that cater to both retail and institutional investors.
- Diversified Investment Opportunities: YLDW's multi-asset approach and transparent ETF structure offer investors broader total-return opportunities while managing volatility through flexible asset class allocations, enhancing the stability of investment portfolios.
Westwood Launches YLDW ETF, Surpassing $200M AUM in Enhanced Income Series
- New Product Launch: Westwood Holdings Group has announced the launch of the YLDW ETF, the latest addition to its Enhanced Income Series, designed to provide investors with a consistent income source and capital appreciation potential, marking a significant expansion in the ETF market.
- Asset Management Scale: The company's recent ETF platform has surpassed $200 million in assets under management, demonstrating its success in the multi-asset income strategy space and further solidifying its position in the asset management industry.
- Investment Strategy Innovation: YLDW combines a multi-asset allocation approach with a covered-call options strategy, which not only enhances income generation but also provides investors with exposure to diverse asset classes, aiding in volatility management and optimizing total return.
- Market Demand Response: The launch of YLDW reflects Westwood's keen insight into market demands, aiming to meet the evolving needs of investors while showcasing the company's commitment to innovative investment products.
Westwood Holdings Wins 2025 Best Places to Work Award
- Industry Recognition: Westwood Holdings Group has been awarded the 2025 Best Places to Work by Pensions & Investments, marking the 11th time the company has received this honor, highlighting its excellence in employee satisfaction and corporate culture.
- Employee Development: The firm offers comprehensive professional development opportunities, including mentorship from industry professionals and exposure to diverse investment strategies, which fosters employee growth and enhances team collaboration, thereby improving retention and engagement rates.
- Cultural Values: Westwood emphasizes teamwork, community service, and a collaborative culture, combined with unique employee benefits, creating a best-in-class workplace that drives the company's success in the competitive asset management industry.
- Evaluation Mechanism: The selection process was conducted in partnership with Workforce Research Group, assessing company policies and employee experiences to ensure the fairness and authority of the results.
The Bull Market Continues to Stumble: A Cautious Market Environment.
Market Sentiment: Wall Street experienced a week of uncertainty as investors reacted to upcoming earnings reports and economic data.
Key Events: The focus was on Nvidia's earnings report and the delayed September jobs report due to a government shutdown.
