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WHG Overview

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0.000
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0.000(0.000%)Aft-market
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Intellectia

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High
16.090
Open
16.080
VWAP
15.83
Vol
7.48K
Mkt Cap
149.63M
Low
15.630
Amount
118.41K
EV/EBITDA(TTM)
10.97
Total Shares
9.49M
EV
124.48M
EV/OCF(TTM)
6.58
P/S(TTM)
1.41
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.
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Events Timeline

(ET)
2026-01-14
08:10:00
Westwood Energy Secondaries Fund II Closes with Over $300M Raised
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2025-10-27 (ET)
2025-10-27
08:12:55
WEBs Investments reveals new names for Defined Volatility ETF lineup
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2025-07-23 (ET)
2025-07-23
08:06:02
WEBs Investments expands Defined Volatility ETF suite
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2025-06-03 (ET)
2025-06-03
08:11:55
Westwood Holdings Group appoints Ryan to board of directors
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2025-05-09 (ET)
2025-05-09
08:09:16
Westwood Holdings Group appoints Randy Bowman to Chairman of Board
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2025-03-06 (ET)
2025-03-06
08:20:30
Westwood Holdings Group names Hoak, Murray to board of directors
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2024-12-17 (ET)
2024-12-17
07:08:42
Westwood Holdings Group, WEBs Investments launch Defined Volatility ETF Series
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2024-10-28 (ET)
2024-10-28
08:45:34
Westwood Holdings Group invests in venture with ETF leader Ben Fulton
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News

Newsfilter
8.5
02-19Newsfilter
Westwood Enhanced Income ETFs Surpass $250 Million in AUM
  • 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.
seekingalpha
8.5
02-17seekingalpha
Westwood to Liquidate LBRTY Global Equity ETF Following Review
  • 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.
Newsfilter
8.5
02-17Newsfilter
Westwood to Liquidate LBRTY Global Equity ETF Amid Review
  • Liquidation Announcement: Westwood Holdings Group has announced plans to close and liquidate the LBRTY Global Equity ETF on February 27, 2026, indicating ongoing reviews of its ETF offerings, which may impact investor confidence and market performance.
  • Trading Deadline: The last day for trading the Fund's shares will be February 27, 2026, when it will cease accepting creation units from authorized participants, requiring investors to sell their holdings beforehand, potentially incurring customary brokerage fees that could affect liquidity.
  • Asset Liquidation Plan: The Fund is expected to cease operations and distribute liquidation proceeds on March 6, 2026, with shareholders receiving cash at the net asset value, which may be treated as a taxable event, prompting investors to consult tax advisors regarding implications.
  • Investor Risk Advisory: During the liquidation period, the Fund's portfolio will shift to cash or other liquid assets, which may result in a failure to track its investment objectives, necessitating careful risk assessment by investors.
seekingalpha
9.5
02-14seekingalpha
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.
NASDAQ.COM
2.0
02-13NASDAQ.COM
Westwood (WHG) Q4 2025 Earnings Call Transcript
seekingalpha
9.5
02-13seekingalpha
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.

Valuation Metrics

The current forward P/E ratio for Westwood Holdings Group Inc (WHG.N) is 4.03, compared to its 5-year average forward P/E of 3.34. For a more detailed relative valuation and DCF analysis to assess Westwood Holdings Group Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
3.34
Current PE
4.03
Overvalued PE
4.07
Undervalued PE
2.60

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
0.00
Current EV/EBITDA
0.00
Overvalued EV/EBITDA
0.00
Undervalued EV/EBITDA
0.00

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
0.67
Current PS
0.84
Overvalued PS
0.82
Undervalued PS
0.53

Financials

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Frequently Asked Questions

What is Westwood Holdings Group Inc (WHG) stock price today?

The current price of WHG is 15.77 USD — it has decreased -2.11

What is Westwood Holdings Group Inc (WHG)'s business?

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.

What is the price predicton of WHG Stock?

Wall Street analysts forecast WHG stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for WHG is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Westwood Holdings Group Inc (WHG)'s revenue for the last quarter?

Westwood Holdings Group Inc revenue for the last quarter amounts to 27.10M USD, increased 5.94

What is Westwood Holdings Group Inc (WHG)'s earnings per share (EPS) for the last quarter?

Westwood Holdings Group Inc. EPS for the last quarter amounts to 0.21 USD, decreased -12.50

How many employees does Westwood Holdings Group Inc (WHG). have?

Westwood Holdings Group Inc (WHG) has 148 emplpoyees as of March 25 2026.

What is Westwood Holdings Group Inc (WHG) market cap?

Today WHG has the market capitalization of 149.63M USD.