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Westwood Holdings Group (WHG) investor relations material
Westwood Holdings Group Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Q3 2025 saw net income rise to $3.7 million and revenues reach $24.3 million, with strong investment performance and several strategies achieving top quartile or decile peer rankings.
Assets under management and advisement totaled $18.3 billion (AUM: $17.3B, AUA: $1.0B) as of September 30, 2025, with net outflows of $0.7 billion offset by market appreciation.
MDST ETF surpassed $150 million in assets, capturing 30% of September midstream ETF flows, and private fundraising exceeded annual goals by 1.5x.
Eleven new sector ETFs were launched, and the Income Opportunity Fund received a Morningstar upgrade to four stars.
The firm is a founding investor in the Texas Stock Exchange and celebrated 42 years as a female-founded company.
Financial highlights
Q3 2025 revenues were $24.3 million, up from $23.1 million in Q2 and $23.7 million in Q3 2024, driven by higher average AUM.
Net income was $3.7 million ($0.41/share), up from $1 million ($0.12/share) in Q2 and $0.1 million in Q3 2024.
Non-GAAP Economic Earnings were $5.7 million ($0.64/share), up 427% year-over-year.
Advisory fees grew 6% year-over-year to $18.9 million; trust fees were flat at $5.4 million.
Cash and liquid investments totaled $39.2 million at quarter end; no debt outstanding.
Outlook and guidance
Management expects to win more SMidCap mandates for Defined Contribution Plans and sees continued stability with existing clients.
Private fundraising and ETF launches are expected to drive further growth, with a focus on high-quality, value-oriented investments.
Current cash and short-term investments plus operating cash flow are expected to be sufficient for at least the next twelve months.
Forward-looking statements highlight expectations for future financial position and operations, with caution regarding risk factors.
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Q4 202511 Feb, 2026
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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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