Westwood to Liquidate LBRTY Global Equity ETF Following Review

Written by Emily J. Thompson, Senior Investment Analyst

Source: seekingalpha

Updated: Feb 17 2026

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WHG-2.39%

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Source: seekingalpha

Liquidation Announcement: Westwood Holdings Group has announced plans to cease trading of the LBRTY Global Equity ETF on February 27, 2026, and liquidate its assets by March 6, 2026, indicating a strategic reassessment of its ETF offerings.
Final Trading Day: The last day for trading the fund will be February 27, 2026, when it will stop accepting creation units from authorized participants, compelling investors to make timely decisions to avoid potential losses.
Shareholder Cash Distribution: Shareholders remaining in the fund on the liquidation date will receive cash at the net asset value of their shares, including capital gains and dividends, which may have tax implications that require advance planning.
Market Reaction: Following the liquidation announcement, Westwood Holdings' stock rose by 0.12% in after-hours trading to $16.65, reflecting a positive market response to the company's strategic adjustments.

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About WHG

Westwood Holdings Group, Inc. manages investment assets and provides services for its clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C., Salient Advisors, L.P. and Broadmark Asset Management LLC. The Company’s segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals; sub-advisory; pooled investment vehicles, including collective investment trusts. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors for institutions and high-net-worth individuals. Its advisory business encompasses six distinct investment capabilities, including United States (U.S.) Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, Income Alternatives and Managed Investment Solutions.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Westwood Enhanced Income ETFs Surpass $250 Million in AUM

Feb 19 2026Newsfilter

AUM Milestone: Westwood's Enhanced Income Series ETFs have surpassed $250 million in assets under management, indicating strong investor demand and confidence in income-generating investments as a core portfolio component.
Strong Midstream ETF Performance: The Westwood Salient Enhanced Midstream Income ETF has also reached $200 million in assets, providing access to an actively managed portfolio of midstream and MLP energy infrastructure companies, thereby reinforcing the company's market position in the energy sector.
Diversified Income Opportunities: These ETFs not only deliver cash flow but also offer structural durability to help investors weather market volatility, reflecting the essential role of income-oriented investments in portfolios and meeting investors' needs for resilience and flexibility.
Innovative Product Suite: Westwood's ETF offerings include YLDW and WEEI, designed to provide robust tools for generating high distributable monthly income through dividend yield and options premiums, further enhancing the company's competitiveness across diverse asset classes.