Westwood Holdings Group INC
Market Movers (8-K)
NYSE
Westwood Holdings Group announced robust fourth quarter and full year 2025 results, driven by ETF platform expansion and successful private energy fund closures.
Better than expected
NYSE
Westwood Holdings Group announced robust third-quarter 2025 financial results, driven by higher AUM, strong investment performance, and significant growth in its ETF and private fund offerings.
Better than expected
NYSE
Westwood Holdings Group announced a return to profitability in Q2 2025 with significant AUM growth and strategic milestones.
Better than expected
NYSE
8-K: Westwood Holdings Group Appoints Tech and Venture Capital Veteran Jan Ryan to Board of Directors
Westwood Holdings Group announced the appointment of Jan Ryan, a seasoned leader in technology and venture capital, to its Board of Directors, aiming to bolster innovation and strategic growth.
Better than expected
NYSE
Westwood Holdings Group's annual meeting saw stockholders approve an amended stock incentive plan and elect directors, among other proposals.
NYSE
Westwood Holdings Group announces positive Q1 2025 results, driven by exceptional sales performance in institutional and intermediary channels and strategic ETF platform expansion.
Worse than expected
Quarterly Earnings (10-Q)
NYSE
Westwood Holdings Group reported Q1 2026 net income of $0.78 million, driven by asset-based advisory fee growth and realized investment gains.
NYSE
Westwood Holdings Group reported a significant increase in net income for the third quarter and first nine months of 2025, driven by market appreciation and an unrealized gain on a private investment.
Better than expected
NYSE
Westwood Holdings Group reported a significant turnaround in Q2 2025 net income, driven by higher assets under management and the absence of prior-year contingent consideration losses.
Better than expected
NYSE
Westwood Holdings Group's Q1 2025 shows an increase in assets under management (AUM) but a decrease in net income compared to Q1 2024.
Worse than expected
NYSE
Westwood Holdings Group's Q3 2024 results show a decrease in net income compared to the previous year, despite an increase in assets under management.
Worse than expected
NYSE
Westwood Holdings Group experienced a net loss in the second quarter of 2024, primarily due to a significant loss from the change in fair value of contingent consideration, despite a slight increase in overall revenue.
Worse than expected
Annual Reports (10-K)
NYSE
Westwood Holdings Group announced a significant increase in net income for 2025, driven by higher average assets under management and strong performance in several key investment strategies.
Capital raise
Better than expected
NYSE
10-K: Westwood Holdings Group Reports Mixed Results for 2024, Launches ETFs and Forges New Partnerships
Westwood Holdings Group's 2024 results show revenue growth offset by increased expenses and losses from contingent consideration adjustments, while the company strategically launched ETFs and partnered with WEBs Investments Inc.
Worse than expected
NYSE
Westwood Holdings Group experienced a revenue increase in 2023, driven by acquisitions, but faced challenges with net income and client outflows.
Worse than expected
Insider Trading (Form 4)
NYSE
Susan M. Byrne, Director Emerita of Westwood Holdings Group Inc., reported the sale of company stock totaling over 8,000 shares across multiple transactions in early July 2026, executed under a pre-established 10b5-1 trading plan.
Delay expected
NYSE
Susan M. Byrne, Director Emerita of Westwood Holdings Group Inc., reported transactions involving the sale of company stock under a Rule 10b5-1 trading plan.
NYSE
Susan M. Byrne, Director Emerita of Westwood Holdings Group Inc., reported transactions involving the sale of company stock under a Rule 10b5-1 trading plan.
NYSE
Susan M. Byrne, Director Emerita of Westwood Holdings Group Inc., reported the sale of 4,274 shares of common stock on June 26, 2026, as part of a pre-arranged trading plan.
NYSE
Susan M. Byrne, Director Emerita of Westwood Holdings Group Inc., reported the sale of common stock totaling 4,300 shares across three transactions executed between June 23 and June 25, 2026.
NYSE
Westwood Holdings Group Director Emerita Susan M. Byrne sold 8,911 shares of common stock via a Rule 10b5-1 trading plan.
Proxy Statements (Def-14A)
NYSE
Westwood Holdings Group, Inc. announces its 2026 Annual Meeting of Stockholders, detailing proposals for director elections, auditor ratification, a new stock incentive plan, and executive compensation advisory vote, alongside strong 2025 financial and strategic performance.
Better than expected
Capital raise
NYSE
Westwood Holdings Group invites stockholders to its virtual 2025 Annual Meeting on April 30, 2025, to vote on director elections, auditor ratification, stock incentive plan approval, and executive compensation.
NYSE
DEF 14A: Westwood Holdings Group Sets Date for 2024 Annual Stockholders Meeting, Outlines Key Proposals
Westwood Holdings Group will hold its annual stockholders meeting virtually on May 1, 2024, to vote on director elections, auditor ratification, an amended stock incentive plan, executive compensation, and an amendment to the company's certificate of incorporation.
Institutional Holdings (13F)
NYSE
Westwood Holdings Group Inc. filed its quarterly 13F holdings report for the period ending March 31, 2026, detailing a portfolio valued at over $13.7 billion.
NYSE
Westwood Holdings Group Inc. has filed its Form 13F-HR, revealing a diversified equity portfolio valued at over $14 billion as of September 30, 2025.
NYSE
Westwood Holdings Group Inc. filed an amended 13F report, restating its investment holdings totaling $13.89 billion across 479 entries as of June 30, 2025.
NYSE
Westwood Holdings Group Inc. filed an amended 13F-HR report, restating its Q2 2025 equity holdings totaling over $13.4 billion across 457 positions.
NYSE
Westwood Holdings Group Inc. disclosed its Q2 2025 equity holdings, revealing a portfolio valued at over $11.37 billion across 453 positions.
NYSE
Westwood Holdings Group Inc. reports \$13.25 billion in managed assets across 463 holdings as of March 31, 2025, according to its latest 13F filing.
Schedule 13D - Activist Investments
NYSE
An investor group led by Settian Capital LP and Karl K. Segerberg has acquired a 5.0% beneficial ownership stake in Westwood Holdings Group Inc., signaling potential strategic and operational changes.
Capital raise
NYSE
An investor group led by GAMCO Investors, Inc. has reduced its beneficial ownership in Westwood Holdings Group Inc. to 5.77% of outstanding common stock, as disclosed in an Amendment No. 19 to Schedule 13D.
Worse than expected
Schedule 13G - Passive Investments
NYSE
Westwood Holdings Group Inc. has increased its beneficial ownership in Once Upon a Farm, PBC to 5.1% as of May 20, 2026.
NYSE
DePrince, Race & Zollo, an investment adviser, has reported zero beneficial ownership in Westwood Holdings Group, Inc. common stock.
NYSE
BlackRock, Inc. has reported a 5.1% beneficial ownership stake in Westwood Holdings Group Inc., holding 475,431 common shares as of September 30, 2025.
NYSE
SCHEDULE 13G/A: Investment Adviser DePrince, Race & Zollo Discloses 3.76% Stake in Westwood Holdings Group
DePrince, Race & Zollo, Inc. has disclosed a 3.76% beneficial ownership stake in Westwood Holdings Group, Inc., holding 348,907 shares of common stock as of January 21, 2025.