Q1 2026 Westwood Holdings Group Inc Earnings Call Transcript

Apr 30, 2026 / 08:30 PM GMT

Release Date Price: $16.44 (-1.79%)

Transcript 10-Q8-K

Key Points

Positve

Westwood Holdings Group Inc (WHG) reported an increase in assets under management (AUM) to $18.3 billion, up from $17.4 billion at the end of 2025.
The company's ETF suite of products surpassed $315 million in combined AUM, indicating strong growth in this segment.
Westwood Energy Secondaries Fund II closed with over $300 million in capital commitments, more than doubling the initial target.
The Multi-Asset Income Fund ranks in the top decile of its Morningstar peer category over both the trailing three and five-year periods.
The company completed the sale of Vista Bank, generating a net gain of approximately $2 million.

Negative

First quarter revenues were lower than the fourth quarter due to lower average AUM and the absence of performance fees recognized in the prior year.
Traditional U.S. Value equity strategies remain under pressure, although the pace of decline moderated during the quarter.
The company experienced net outflows of $50 million in assets under management during the quarter.
First quarter income was $0.8 million or $0.09 per share, down from $1.9 million or $0.21 per share in the fourth quarter.
Higher compensation expenses impacted the company's financial performance, offsetting gains from the sale of investments.

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

WHG.N - Westwood Holdings Group Inc
Q1 2026 Westwood Holdings Group Inc Earnings Call
Apr 30, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the Q1 2026 Westwood Holdings Earnings 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 this session, you need to press *11 on your telephone. You will then hear an automated message advising your hand is raised.

To withdraw your question, please press *11 again.

Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Jill Meyer, Director of Fiduciary Services. Please go ahead.

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