Q4 2025 Westwood Holdings Group Inc Earnings Call Transcript

Feb 13, 2026 / 09:30 PM GMT

Release Date Price: $17.69 (-0.34%)

Transcript 8-K

Key Points

Positve

Westwood Holdings Group Inc (WHG) achieved strong full-year sales growth, increasing from $2.1 billion to $2.5 billion, marking a 20% rise.
The company's ETF franchise exceeded $200 million, with the launch of the Enhanced Income Opportunity ETF contributing to this milestone.
Westwood Holdings Group Inc (WHG) closed its second oversubscribed private equity fund, Westwood Energy Secondaries Fund 2, with over $300 million in commitments.
The managed investment solutions team secured its first institutional client, indicating growth in institutional engagement.
The company's multi-asset strategies, such as Credit Opportunities and Income Opportunity, demonstrated exceptional long-term strength, ranking in the top decile among peers.

Negative

Westwood Holdings Group Inc (WHG) experienced net outflows of $1 billion in assets under management over the year.
The large cap value product struggled, contributing to more than 80% of the outflows, reflecting challenges in a narrow, low-quality market environment.
Fourth quarter income decreased to $1.9 million from $3.7 million in the third quarter, impacted by higher performance-related incentive compensation.
Economic earnings per share decreased from $0.64 in the third quarter to $0.36 in the fourth quarter.
Despite revenue growth, the company faced higher professional service and information technology costs, impacting overall profitability.

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

WHG.N - Westwood Holdings Group Inc
Q4 2025 Westwood Holdings Group Inc Earnings Call
Feb 13, 2026 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by and welcome to the Westwood Holdings Groups Inc. 4th quarter 2025 earnings conference call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you'll need to press 11 on your telephone.

If your question has been answered and you'd like to remove yourself from the queue, simply press 11 again. As a reminder, today's program is being recorded.

And now I'd like to introduce your host for today's program, Jill Meyer, Corporate Security secretary and Director of fiduciary Services. Please go ahead.

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