WESTWOOD HOLDINGS GROUP INC
No SEC Form 4 filings for $WHG in the last 30 days.
See all $WHG insider activity →Westwood Holdings Group CEO Brian Casey highlights Dallas's growth as a financial hub, citing lower taxes, business-friendly policies, and the new Texas Stock Exchange (TXSE). Energy Transfer, Sunoco, and Dillard's are moving listings to TXSE. Westwood launched the TXSE's first ETF, focusing on AI power infrastructure, expecting a $600B investment over 10 years.
Westwood Holdings Group (WHG) reported Q2 2026 revenues of $25.3 million and net income of $1.5 million, or $0.17 per diluted share. Economic earnings were $3.0 million, or $0.33 per share. Assets under management were $17.0 billion after $1.6 billion net outflows. The firm said its ETF, private capital, and managed solutions segments each exceed $500 million and noted the PWRX ETF will list mid-September on the Texas Stock Exchange.
Westwood Holdings Group (NYSE:WHG) Q2 call: CEO Brian Casey said institutional outflows were driven by legacy large-cap value and small-cap value redemptions tied to one client shifting to a combined SMID-cap mandate. Institutional gross sales were $382M with $1.3B net outflows; mutual funds/ETFs had $168M gross sales and $165M net outflows. WHG cited ETF/managed solutions/private capital growth, cash $56.5M, and a $0.15 quarterly dividend.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning WHG (WESTWOOD HOLDINGS GROUP INC). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent WHG coverage spans financial news, earnings and insider activity.
The ETF launch could boost Westwood's visibility and attract capital, supporting its stock.
The call highlights active outflow pressure in legacy strategies but offsets with growth in ETFs and private capital, alongside a dividend and a new ETF ticker (PWRX) listing timeline.
The call provides actionable near-term income and medium-term growth direction via ETFs, Managed Investment Solutions, and private capital.
The 8-K provides fresh quarterly financial datapoints and a new dividend schedule, which can drive near-term valuation and income-demand flows.
Westwood Insight says Advanced Energy Systems (ADES) became the top offshore rig manager with 77 managed units as of mid-2026, up from 65 at end-2024, after acquisitions including Shelf Drilling. China Oilfield Services (COSL) fell slightly. Transocean agreed to buy Valaris in a $5.8B all-stock deal, targeting 2H 2026. Borr Drilling is buying jackups from Noble and Fontis.
AlphAI scores every news story that mentions WHG with an AI model for sentiment and relevance, and aggregates insider trades from WESTWOOD HOLDINGS GROUP INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Westwood Holdings Group CEO Brian Casey highlights Dallas's growth as a financial hub, citing lower taxes, business-friendly policies, and the new Texas Stock Exchange (TXSE). Energy Transfer, Sunoco, and Dillard's are moving listings to TXSE. Westwood launched the TXSE's first ETF, focusing on AI power infrastructure, expecting a $600B investment over 10 years.
3 min readWestwood Holdings Group (WHG) reported Q2 2026 revenues of $25.3 million and net income of $1.5 million, or $0.17 per diluted share. Economic earnings were $3.0 million, or $0.33 per share. Assets under management were $17.0 billion after $1.6 billion net outflows. The firm said its ETF, private capital, and managed solutions segments each exceed $500 million and noted the PWRX ETF will list mid-September on the Texas Stock Exchange.
9 min readWestwood Holdings Group (NYSE:WHG) Q2 call: CEO Brian Casey said institutional outflows were driven by legacy large-cap value and small-cap value redemptions tied to one client shifting to a combined SMID-cap mandate. Institutional gross sales were $382M with $1.3B net outflows; mutual funds/ETFs had $168M gross sales and $165M net outflows. WHG cited ETF/managed solutions/private capital growth, cash $56.5M, and a $0.15 quarterly dividend.
7 min readWESTWOOD HOLDINGS GROUP INC (WHG) filed an SEC Form 8-K — Results of Operations and Financial Condition. Westwood Holdings Group, Inc. Reports Second Quarter 2026 Results Private Capital platform surpassed $500 million in assets Managed Investment Solutions flows reached $350 million Dallas, TX, August 6, 2026 – Westwood Holdings Group, Inc. (NYSE: WHG) today reported second quarter
6 min readWestwood Insight says Advanced Energy Systems (ADES) became the top offshore rig manager with 77 managed units as of mid-2026, up from 65 at end-2024, after acquisitions including Shelf Drilling. China Oilfield Services (COSL) fell slightly. Transocean agreed to buy Valaris in a $5.8B all-stock deal, targeting 2H 2026. Borr Drilling is buying jackups from Noble and Fontis.
7 min readBYRNE SUSAN M sold 406 shares of WESTWOOD HOLDINGS GROUP INC (WHG) at $16.33 on 2026-06-02 under a Rule 10b5-1 trading plan.
1 min readBYRNE SUSAN M sold 1,300 shares of WESTWOOD HOLDINGS GROUP INC (WHG) at $16.02 on 2026-06-01 under a Rule 10b5-1 trading plan.
3 min readBYRNE SUSAN M sold 1,124 shares of WESTWOOD HOLDINGS GROUP INC (WHG) at $16.40 on 2026-05-29 under a Rule 10b5-1 trading plan.
2 min readWestwood Holdings Group (WHG) reported robust Q1 2026 results, with assets under management and advisement rising to $18.3 billion, driven by strength in energy strategies, ETF growth, and a successful close for its Secondaries Fund II. Despite a sequential dip in revenue, year-over-year earnings improved, the company maintained a debt-free balance sheet, and its board approved a quarterly cash dividend of $0.15 per common share. TipRanks' AI Analyst, Spark, rated WHG as "Outperform," citing improved profitability and a strong balance sheet balanced against volatile earnings and net outflows.
3 min readWestwood Holdings Group (NYSE: WHG) reported a Q1 2026 AUM increase to $18.3 billion, driven by energy and real asset strategies, with total revenues of $25 million and a net income of $0.8 million. The company achieved significant milestones including its ETF suite surpassing $315 million and closing the Westwood Energy Secondaries Fund 2 with over $300 million in commitments. Management is optimistic about future growth, focusing on expanding its ETF platform and private capital strategies, and strengthening institutional and intermediary channels, while also noting the sale of Vista bank for a $2 million gain.
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