The earnings call highlighted several positive developments such as the addition to the Russell 2000 Index, significant growth in assets under management, and successful ETF strategies. However, these were tempered by notable market volatility and net outflows. The overall sentiment is positive but acknowledges the challenges faced by the company.

Company Guidance -

Q3 2025

During the Westwood Holdings Group Second Quarter 2025 Earnings Conference Call, several key metrics and guidance highlights were provided. Westwood's assets under management reached $18.3 billion, marking a 9% increase from the previous year. The company reported total revenues of $23.1 million for the second quarter, remaining flat compared to the first quarter. The firm's 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. The institutional channel showed solid results with $251 million in gross sales, although there were net outflows of $60 million. The intermediary channel achieved $151 million in gross sales with net outflows of $33 million, marking the strongest sales quarter since 2022. Westwood's MDST ETF surpassed $100 million in assets, and the company was added to the Russell 2000 Index. The company also reported a solid cash position with $33.1 million in cash and liquid investments and announced a regular cash dividend of $0.15 per common share. Looking forward, Westwood is transitioning to a multifamily office model to serve ultra-high net worth families, aligning with client demand and industry trends.

Addition to the Russell 2000 Index

WHG was added to the Russell 2000 Index, enhancing institutional accessibility.

Significant AUM Growth

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

ETF Strategy Success

MDST surpassed the $100 million AUM milestone, validating the ETF strategy, with an annualized distribution rate of 10.2%.

Strong Institutional Channel Performance

The institutional channel delivered $251 million in gross sales and net outflows of $60 million, driven primarily by sub-advisory rebalancing.

Improved Financial Performance

Second quarter income of $1 million or $0.12 per share, compared favorably to last year's second quarter loss of $2.2 million or $0.27 per share.

Strong ETF and Private Fund Performance

Positive net flows in ETFs, private funds, and energy, with successful private fundraising initiatives.

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	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).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

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What is WHG EPS forecast?

Currently, no data Available

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