The earnings call highlighted significant achievements including the addition to the Russell 2000 Index, growth in assets under management, and strategic ETF milestones. Despite market volatility and net asset outflows, the company demonstrated resilience and positive financial performance.

Company Guidance

During the Westwood Holdings Group's second quarter 2025 earnings call, several key metrics and achievements were highlighted. Firstly, the company's assets under management reached $18.3 billion, marking a 9% increase from $16.8 billion in the same quarter last year. WHG's Enhanced Midstream Energy ETF (MDST) crossed the $100 million assets milestone, with an annualized distribution rate of 10.2%. The institutional channel delivered $251 million in gross sales, despite $60 million in net outflows. Meanwhile, the intermediary channel achieved $151 million in gross sales, with net outflows of $33 million. The firm reported total revenues of $23.1 million, a slight decrease from $23.3 million in the previous quarter. Non-GAAP economic earnings were $2.8 million or $0.32 per share, compared to $2.5 million or $0.29 per share in the first quarter. Additionally, assets under advisement totaled $0.9 billion, with institutional assets accounting for 53% of the total assets under management. Westwood was added to the Russell 2000 Index, which is expected to enhance trading volume and broaden the institutional investor base.

Addition to Russell 2000 Index

Westwood Holdings Group was added to the Russell 2000 Index, expected to enhance trading volume and broaden institutional investor base.

Assets Under Management Growth

Assets under management reached $18.3 billion, up 9% from $16.8 billion in Q2 of last year.

MDST ETF Milestone

MDST, the Enhanced Midstream Energy ETF, surpassed the $100 million in assets milestone, validating the ETF strategy.

Positive Revenue and Earnings Growth

Total revenues were $23.1 million, slightly up from $22.7 million in the prior year, with second quarter income of $1 million compared to a loss of $2.2 million in the previous year.

Strong Institutional and Intermediary Channel Results

The institutional channel delivered $251 million in gross sales, and the intermediary channel achieved $151 million in gross sales, marking the strongest sales quarter since 2022.

Launch of New ETFs

Launched 11 sector ETFs under the WEBs partnership, enhancing the innovative ETF platform.

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

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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	142.49% (+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
Aug 08, 2025	$16.38	$17.40	+6.23%
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%

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).

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What is WHG EPS forecast?

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