Westwood (WHG) Q4 2025 Earnings Call Transcript | The Motley Fool
The Motley Fool
by newsfeedback@fool.com (Motley Fool Transcribing)February 13, 2026
AI-Generated Deep Dive Summary
Westwood Holdings Group (WHG) reported strong financial performance in its Q4 2025 earnings call, driven by growth in ETF assets and private equity fundraising. The company’s ETF franchise surpassed $200 million in assets under management, reflecting sustained investor interest. Additionally, the Westwood Energy Secondary Fund II raised over $300 million, doubling its initial target. Institutional sales grew 36% year-over-year, with significant contributions from small- and mid-cap strategies. Intermediary channel sales also rose by 32%, fueled by demand for energy and real asset products. Total revenues reached $27.1 million, up from $24.3 million in the prior quarter, while net income was $1.9 million, or $0.21 per share.
Despite these positive figures, Westwood faced challenges, including $1 billion in net outflows across its assets under management (AUM). More than 80% of these outflows were from the Large Cap Value product, which has struggled against a narrow market environment. AUM remained flat year-over-year due to offsetting market appreciation and new business challenges. However, the firm secured a $200 million client win and an anticipated $450 million defined contribution plan for its SMID cap product, signaling pipeline strength. The MDST ETF crossed the $200 million mark in assets under management and is undergoing due diligence for distribution on a major wirehouse platform.
Westwood’s repositioning strategy focuses on high-net-worth families and multigenerational clients
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Originally published on The Motley Fool on 2/13/2026