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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Westwood Holdings Group
Westwood Holdings Group (WHG) investor relations material
Westwood Holdings Group Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 revenue was $26.571M, up 9% YoY; attributable net income was $3.117M, down 16%, and Economic Earnings were $4.402M, down 23%.
AUM and AUA totaled $17.1B at September 30, comprising $16.1B AUM and $1.0B AUA; AUM fell 7% YoY.
ETF assets exceeded $430M at quarter-end, PWRX launched on the Texas Stock Exchange, and private capital fundraising reached nearly $200M YTD.
A Fortune 50 defined contribution plan funded the SMidCap strategy with over $450M.
Financial highlights
Revenue grew from $24.3M in Q3 2025 and $25.3M in Q2; Q3 growth included $1.8M from seed-investment gains and private-capital distributions and $1.4M from ETFs and private energy secondaries.
Net income was $3.117M, or $0.34 diluted EPS, versus $3.7M and $0.41 a year earlier; Q2 net income was $1.5M and EPS $0.17.
Economic Earnings were $4.402M, or $0.48 per share, versus $5.7M and $0.64 in Q3 2025 and $3.0M and $0.33 in Q2.
Operating income declined 31% to $1.4M as expenses rose 13% to $25.2M; results included $1.7M of one-time severance expense and higher professional-services costs.
Nine-month revenue was $76.9M versus $70.7M; net income was $5.4M versus $5.2M, while Economic Earnings were $10.2M versus $11.0M.
Outlook and guidance
Management cited a robust pipeline across Value, Managed Investment Solutions and Energy, with continued ETF platform growth and broader availability as assets rise.
Management anticipates additional SMidCap defined contribution mandates; WEST III is drawing early interest from RIAs, family offices and independent advisors.
Wealth strategy is expected to complete its transition next year; energy secondary funds are performing well, though carried-interest timing and amount remain uncertain.
U.S. power demand growth from AI, data centers and industrial reshoring is viewed as a tailwind; volatility may support demand for risk-mitigation strategies.
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Latest events from Westwood Holdings Group
- Q2 2026: $17.9B AUM/AUA, $25.3M revenue, $1.5M net income, $0.15 dividend declared.WHG
Q2 2026 - AUM hit $18.3B, Q1 revenue was $25M, net income $0.8M, and a $0.15 dividend was declared.WHGQ1 2026
- All four shareholder proposals were approved with strong participation and quorum.WHGAGM 2026
- Board recommends approval of all proposals, with a focus on performance-based pay and ESG.WHGProxy Filing
- Q4 2025 revenue was $27.1M, net income $1.9M, and AUM $17.4B, with major fund closings.WHGQ4 2025
- Shareholders will vote on directors, auditor, incentive plan, and executive pay, with strong ESG focus.WHGProxy Filing
- Q2 net loss from acquisition charges, but AUM at $16.8B and new ETFs drive future growth.WHGQ2 2024
- AUM hit $17.7B, revenues rose, and new ETF launches and mandates drive future growth.WHGQ3 2024
- Q4 revenues and income rose, ETF launches strong, $0.15 dividend and buyback authorization increased.WHGQ4 2024
Next Westwood Holdings Group earnings date
Q4 202612 Feb, 2027
Westwood Holdings Group
Next Westwood Holdings Group earnings date
Q4 202612 Feb, 2027
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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.