Westwood Holdings ( (WHG) ) has released its Q2 earnings. Here is a breakdown of the information Westwood Holdings presented to its investors.
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Westwood Holdings Group, Inc. is a boutique asset management firm that provides a range of actively-managed and outcome-oriented investment strategies, as well as trust and wealth services, to institutional, intermediary, and private wealth clients. The company is known for its client-first approach and commitment to delivering bespoke investment strategies.
In its second quarter of 2025, Westwood Holdings reported assets under management totaling $18.3 billion, marking an increase from $16.8 billion the previous year. The company also announced its inclusion in the Russell 2000 Index, enhancing its institutional accessibility. Additionally, the Enhanced Midstream Energy ETF surpassed $100 million, reflecting a significant milestone for the firm.
Key financial highlights include quarterly revenues of $23.1 million, slightly down from the previous quarter but up from the same period last year. The company reported a net income of $1.0 million, a significant improvement from a $2.2 million loss in the second quarter of 2024. Non-GAAP Economic Earnings were $2.8 million, compared to a loss in the previous year. Westwood also declared a cash dividend of $0.15 per share.
Westwood’s strategic initiatives, including the launch of 11 sector funds in partnership with WEBs Investments, demonstrate its ongoing efforts to expand its ETF suite. The company’s diverse investment strategies have outperformed their primary benchmarks, showcasing strong performance across various sectors.
Looking ahead, Westwood Holdings remains focused on maintaining its growth momentum and enhancing its service offerings. The company’s management is optimistic about its future prospects, driven by its diversified platform and strong intermediary sales performance.