Westwood (WHG) Q4 2025 Earnings Call Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 hours ago
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Source: NASDAQ.COM
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Analyst Views on WHG
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 Holdings Reports Strong Q4 2025 Earnings Growth
- Significant Revenue Growth: Westwood Holdings reported Q4 2025 revenue of $27.1 million, up from $24.3 million in Q3 and $25.6 million a year earlier, indicating strong market performance and increased investor confidence.
- Improved Profitability: The non-GAAP earnings per share for Q4 stood at $0.36, reflecting effective strategies in cost control and revenue growth, which further bolstered investor confidence in the company's future profitability.
- Annual Performance Surge: Full-year 2025 net income rose to $7.1 million from $2.2 million in 2024, with diluted EPS of $0.79, demonstrating robust demand in ETFs and private energy secondaries that drove overall performance improvements.
- Dividend Distribution Plan: Westwood announced a cash dividend of $0.15 per share payable on April 1, 2026, to shareholders of record on March 3, 2026, showcasing the company's commitment to shareholder returns and its stable cash flow position.
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Westwood Holdings Reports Q4 2025 Earnings Highlights
- ETF Business Growth: Westwood Holdings' ETF franchise has surpassed $200 million, with the launch of the Enhanced Income Opportunity ETF receiving strong market interest, demonstrating the company's success in diversifying its investment products and enhancing its competitive edge.
- Revenue and Profit Performance: Total revenues for fiscal 2025 reached $97.8 million, up from $94.7 million in 2024, reflecting increases in managed assets and ETF revenues; however, Q4 revenue was $27.1 million, up from Q3, while net income fell to $1.9 million, indicating cost pressures.
- Client Growth and Fund Inflows: The company secured a new client with $200 million in commitments in Q4, with expectations of an additional $100 million to $200 million in the coming months, indicating positive progress in attracting new investors and helping to alleviate outflow pressures.
- Asset Management Status: At quarter-end, total assets under management and advisement stood at $17.4 billion, despite facing $1 billion in net outflows; however, the company maintains a strong financial position with cash and liquid investments totaling $44.1 million, reflecting its robust capital structure.
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Westwood (WHG) Q4 2025 Earnings Call Transcript
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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.
See More
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.
See More
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.
See More
Westwood Holdings Reports Strong Q4 2025 Earnings Growth
- Significant Revenue Growth: Westwood Holdings reported Q4 2025 revenue of $27.1 million, up from $24.3 million in Q3 and $25.6 million a year earlier, indicating strong market performance and increased investor confidence.
- Improved Profitability: The non-GAAP earnings per share for Q4 stood at $0.36, reflecting effective strategies in cost control and revenue growth, which further bolstered investor confidence in the company's future profitability.
- Annual Performance Surge: Full-year 2025 net income rose to $7.1 million from $2.2 million in 2024, with diluted EPS of $0.79, demonstrating robust demand in ETFs and private energy secondaries that drove overall performance improvements.
- Dividend Distribution Plan: Westwood announced a cash dividend of $0.15 per share payable on April 1, 2026, to shareholders of record on March 3, 2026, showcasing the company's commitment to shareholder returns and its stable cash flow position.
See More
Westwood Holdings Reports Q4 2025 Earnings Highlights
- ETF Business Growth: Westwood Holdings' ETF franchise has surpassed $200 million, with the launch of the Enhanced Income Opportunity ETF receiving strong market interest, demonstrating the company's success in diversifying its investment products and enhancing its competitive edge.
- Revenue and Profit Performance: Total revenues for fiscal 2025 reached $97.8 million, up from $94.7 million in 2024, reflecting increases in managed assets and ETF revenues; however, Q4 revenue was $27.1 million, up from Q3, while net income fell to $1.9 million, indicating cost pressures.
- Client Growth and Fund Inflows: The company secured a new client with $200 million in commitments in Q4, with expectations of an additional $100 million to $200 million in the coming months, indicating positive progress in attracting new investors and helping to alleviate outflow pressures.
- Asset Management Status: At quarter-end, total assets under management and advisement stood at $17.4 billion, despite facing $1 billion in net outflows; however, the company maintains a strong financial position with cash and liquid investments totaling $44.1 million, reflecting its robust capital structure.
See More
Westwood (WHG) Q4 2025 Earnings Call Transcript
See More
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.
See More
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.
See More
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.
See More
