Q3 2025 Westwood Holdings Group Inc Earnings Call Transcript

Oct 30, 2025 / 08:30 PM GMT

Release Date Price: $16.26

Transcript 10-Q8-K

Key Points

Positve

Westwood Holdings Group Inc (WHG) reported total revenues of $24.3 million for the third quarter of 2025, an increase from both the previous quarter and the same quarter last year.
The company's enhanced midstream ETF, MDST, surpassed $150 million in assets under management, indicating strong investor interest.
Income Opportunity maintained its top decile ranking since inception and received a Morningstar ratings upgrade to 4 stars.
Westwood Holdings Group Inc (WHG) launched 11 new sector ETFs, expanding its product offerings and providing investors with more precise control over risk and sector exposure.
The company's private fundraising initiative exceeded its 2025 annual goal by 1.5 times through September 30th, showcasing strong performance in this area.

Negative

Westwood Holdings Group Inc (WHG) experienced net outflows of $0.7 billion in assets under management during the quarter.
The institutional channel had negative net flows, primarily driven by subadvisory business rebalancing.
Despite the overall positive performance, large cap gains remain highly concentrated in a handful of mega cap stocks.
The company's institutional channel experienced negative net flows, indicating challenges in retaining or attracting institutional clients.
The outflows were concentrated in the large cap area, which is the company's lowest fee product, potentially impacting revenue.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

WHG.N - Westwood Holdings Group Inc
Q3 2025 Westwood Holdings Group Inc Earnings Call
Oct 30, 2025 / 08:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Thank you for standing by and welcome to Westwood Holding Group's 3rd quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press 11 on your telephone. To remove yourself from the queue, you may press 11 again. I would now like to hand the call over to Jill Meyer, chief legal counsel. Please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you and welcome to our 3rd quarter of 2025

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.