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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
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Westwood Holdings Group (WHG) investor relations material
Westwood Holdings Group Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary8 Aug, 2025
Executive summary
Assets under management reached $18.3B as of June 30, 2025, up from $16.8B year-over-year, with strong intermediary sales and multiple strategies outperforming benchmarks.
Net income for Q2 2025 was $1.0M, reversing a $2.2M loss in Q2 2024, driven by higher AUM and improved market conditions.
Added to the Russell 2000 Index, enhancing institutional accessibility and trading volume.
Launched 11 sector ETFs and surpassed $100M AUM in the Enhanced Midstream Energy ETF with a 10.2% annualized distribution rate.
Strategic initiatives included a founding investment in the Texas Stock Exchange, ESG AUM growth to $970M, and a transition to a multifamily office model.
Financial highlights
Q2 2025 revenue was $23.1M, flat sequentially and up from $22.7M in Q2 2024.
Net income of $1.0M ($0.12/share) vs. $0.5M in Q1 and a loss of $2.2M in Q2 2024.
Non-GAAP Economic Earnings were $2.8M ($0.32/share), up from a loss of $0.5M ($0.06/share) in Q2 2024.
Cash and liquid investments totaled $33.1M at quarter end; no debt outstanding.
Board approved a $0.15/share dividend, payable October 1, 2025.
Outlook and guidance
Management expects continued market volatility due to trade policy, economic indicators, and competitive fee pressures.
Anticipates robust pipeline funding, especially in SMID cap and managed investment solutions.
Tracking toward gross inflow goals for the year, with net flows reflecting market and client reallocations.
Management expects current cash and short-term investments plus operating cash flow to be sufficient for at least the next twelve months.
Confident in long-term margin expansion and strategic positioning.
Multifamily office model: margin impact?
WEBs defined volatility strategy effectiveness?
Future net flow drivers beyond rebalancing?
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Next Westwood Holdings Group earnings date
Q3 202529 Oct, 2025
Next Westwood Holdings Group earnings date
Q3 202529 Oct, 2025
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Frequently asked questions
Westwood Holdings Group, Inc., through its wholly owned subsidiaries Westwood Management Corp., Acacia Partners, L.P., and Westwood International Advisors Inc., manages investment assets and provides services for its clients, which include corporations, public funds, charitable foundations, and endowments. The firm's investment services include buy-and-sell recommendations, proprietary research and analysis, financial models, valuation, risk measurement techniques, and portfolio management. Westwood has been managing investment assets since the company was founded in 1983.
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