The earnings call highlighted significant achievements such as the launch of new ETFs, a substantial sub advisory mandate win, and strong results in the institutional channel. However, there were challenges with a decline in revenue, net outflows in wealth management, and a decrease in first quarter income. While the highlights are notable, the lowlights present significant areas of concern.

Company Guidance -

Q3 2025

During the first quarter of 2025 earnings call, Westwood Holdings Group provided extensive guidance highlighting several key metrics and strategic initiatives. The company successfully launched the Westwood LBRTY Global Equity ETF (BFRE), while its first ETF, Westwood Salient Enhanced Midstream Income (MDST), reached a one-year anniversary and, along with Enhanced Energy Income (WEEI), exceeded $100 million in assets. The firm won a significant sub-advisory mandate with nearly $1 billion in small cap value and achieved $960.5 million in gross sales and $758.8 million in net inflows in their institutional channel. The intermediary channel saw $233.1 million in gross sales and $4.5 million in net inflows. Overall, assets under management totaled $18 billion at quarter end, with institutional assets comprising $9 billion. Revenue for the quarter was $23.3 million, while non-GAAP economic earnings were $2.5 million or $0.29 per share. The firm emphasized its strong pipeline, strategic expansions, and innovative ETF offerings as pivotal to navigating market uncertainties and continuing growth.

Launch of New ETFs

Westwood launched the Westwood LBRTY Global Equity ETF, ticker symbol BFRE, at the end of the quarter. This ETF offers a distinctive approach to global equity investing by limiting exposure to authoritarian regimes while maintaining broad market exposure.

Successful Sub Advisory Mandate

Westwood won a significant sub advisory mandate with nearly $1 billion in small cap value, which funded on the second to last day of the quarter.

Growth in ETF Business

The first ETF, Westwood Salient Enhanced Midstream Income, MDST, reached its one-year anniversary with strong traction among income-seeking investors. Asset levels in the first two ETFs now exceed $100 million.

Strong Institutional Channel Results

The institutional channel delivered exceptional results in the first quarter with gross sales of $960.5 million and net inflows of $758.8 million.

Robust Pipeline Across Strategies

The pipeline remains robust across multiple strategies, with continued mandates and SMidCap value for defined contribution plans driven by the largest national consultants.

Positive Financial Position

Westwood reported a solid financial position with cash and liquid investments totaling $26.9 million and a debt-free balance sheet.

Dividend Declaration

The Board of Directors approved a regular cash dividend of $0.15 per common share payable on July 01, 2025.

Westwood Holdings Group (WHG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

WHG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	- / -	0.012	―	―	―
Aug 08, 2025	2025 (Q2)	- / 0.12	-0.273	143.96% (+0.39)
Apr 30, 2025	2025 (Q1)	- / 0.05	0.274	-80.29% (-0.22)
Feb 12, 2025	2024 (Q4)	- / 0.23	0.315	-25.40% (-0.08)
Oct 30, 2024	2024 (Q3)	- / 0.01	0.539	-97.77% (-0.53)
Jul 31, 2024	2024 (Q2)	- / -0.27	0.356	-176.69% (-0.63)
May 01, 2024	2024 (Q1)	- / 0.27	0.09	204.44% (+0.18)
Feb 14, 2024	2023 (Q4)	- / 0.32	-0.402	178.36% (+0.72)
Oct 31, 2023	2023 (Q3)	- / 0.54	-0.151	456.95% (+0.69)
Aug 02, 2023	2023 (Q2)	- / 0.36	-0.048	841.67% (+0.40)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

WHG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 30, 2025	$16.53	$16.02	-3.09%
Feb 12, 2025	$16.07	$16.42	+2.18%
Oct 30, 2024	$15.04	$15.17	+0.86%
Jul 31, 2024	$12.74	$12.48	-2.04%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Westwood Holdings Group Inc (WHG) report earnings?

Westwood Holdings Group Inc (WHG) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is Westwood Holdings Group Inc (WHG) earnings time?

Westwood Holdings Group Inc (WHG) earnings time is at Oct 29, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

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What is WHG EPS forecast?

Currently, no data Available

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