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Westwood Insurance Agency Collaborates with CBH Homes to Enhance the Homebuyer Insurance Experience
Businesswire· 2026-03-10 14:00
Core Insights - Westwood Insurance Agency has formed a new partnership with CBH Homes to enhance the homebuyer insurance experience, reflecting a growing demand for embedded insurance solutions in the homebuying process [1][2] Company Overview - Westwood Insurance Agency LLC is a leading insurance agency specializing in new construction homeowners insurance, established in 1952, and is licensed in all 50 states [1] - CBH Homes, based in Idaho, has been building homes for over 34 years and is recognized as Idaho's 1 Builder, having constructed over 29,000 homes [1] Partnership Details - The collaboration aims to simplify the homebuying process by integrating insurance solutions earlier, allowing buyers to receive personalized home insurance quotes within 24 hours of signing a contract [1] - This partnership is part of Westwood's strategy to deepen relationships with high-quality builders and provide a more connected insurance experience at the point of home purchase [1] Market Position - CBH Homes is ranked 44 among builders in the United States according to Builder Magazine's 2025 top 100 list, emphasizing its significant presence in the market [1] - Westwood Insurance Agency has served over one million homeowners through partnerships with leading U.S. homebuilders and top insurance companies [1]
Westwood(WHG) - 2025 Q4 - Annual Report
2026-03-04 21:21
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________ Form 10-K ____________________________________________________________________________ (Mark One) ý ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commis ...
Cumulus Media's Westwood One Presents Audio Coverage of 2026 College Basketball Conference Championship Week
Globenewswire· 2026-03-04 19:33
NEW YORK, March 04, 2026 (GLOBE NEWSWIRE) -- Cumulus Media’s (OTCQB: CMLS) Westwood One, America’s largest audio network, will present a total of 19 NCAA Men’s and Women’s Basketball games from Conference Championship Week.Westwood One’s postseason basketball coverage tips off on Saturday, March 7th with the Ohio Valley Conference Championship game, and continues through Sunday, March 15th when the SEC, the Ivy League and the American Championship games will be played.Among the other Men’s Championship game ...
Westwood Enhanced Income Series™ ETF Platform Surpasses $250 Million in Assets
Globenewswire· 2026-02-19 21:30
Core Insights - Westwood Holdings Group has announced that its Westwood Enhanced Income Series™ ETFs have surpassed $250 million in assets under management (AUM), with the Westwood Salient Enhanced Midstream Income ETF (MDST) specifically reaching $200 million in AUM [1][2][3] Group 1: Company Overview - Westwood Holdings Group is a boutique asset management firm that offers a diverse range of actively and passively-managed investment strategies, focusing on client-first approaches and long-term relationships [6][7] - The firm has over 40 years of experience in providing bespoke investment strategies and exceptional client service, adapting to changing markets with innovative solutions [6][7] Group 2: Product Offerings - The Enhanced Income Series™ includes multiple ETFs aimed at providing income and capital appreciation, with a focus on energy sector investments [3] - The Westwood Enhanced Income Opportunity ETF (YLDW) and the Westwood Salient Enhanced Energy Income ETF (WEEI) are part of this series, designed to generate high distributable monthly income through dividend yields and options premiums [3]
Westwood Holdings Group Announces Liquidation of Westwood LBRTY Global Equity ETF
Globenewswire· 2026-02-17 21:30
DALLAS, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG), a leading boutique asset manager, today announced plans to close and liquidate the Westwood LBRTY Global Equity ETF (NYSE Arca: BFRE) following an ongoing review of ETF offerings. The last day of trading of the Fund's shares on the NYSE Arca will be Friday, February 27, 2026 ("Closing Date"), which will also be the last day the Fund will accept creation units from authorized participants. Shareholders may sell their holdings in t ...
Morning Market Movers: PLYX, JDZG, ZIM, MASI See Big Swings
RTTNews· 2026-02-17 12:21
Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential investment opportunities before the market opens [1] Premarket Gainers - TG-17, Inc. (OBAI) has increased by 123% to $6.98 [3] - Polaryx Therapeutics, Inc. (PLYX) is up 78% at $4.29 [3] - ZIM Integrated Shipping Services Ltd. (ZIM) has risen by 34% to $29.97 [3] - Masimo Corporation (MASI) is up 33% at $173.80 [3] - Ocular Therapeutix, Inc. (OCUL) has increased by 26% to $11.21 [3] - Empery Digital Inc. (EMPD) is up 15% at $4.34 [3] - Digital Brands Group, Inc. (DBGI) has risen by 12% to $5.40 [3] - Kennedy-Wilson Holdings, Inc. (KW) is up 9% at $10.82 [3] - urban-gro, Inc. (UGRO) has increased by 8% to $3.89 [3] - Neo-Concept International Group Holdings Limited (NCI) is up 6% at $2.55 [3] Premarket Losers - JIADE Limited (JDZG) has decreased by 48% to $1.98 [4] - AIM ImmunoTech Inc. (AIM) is down 19% at $1.01 [4] - Founder Group Limited (FGL) has fallen by 16% to $15.10 [4] - Mega Fortune Company Limited (MGRT) is down 12% at $6.53 [4] - Moolec Science SA (MLEC) has decreased by 9% to $7.80 [4] - Creative Global Technology Holdings Limited (CGTL) is down 8% at $2.68 [4] - Danaher Corporation (DHR) has fallen by 7% to $196.00 [4] - Westwood Holdings Group, Inc. (WHG) is down 7% at $16.37 [4] - Psyence Biomedical Ltd. (PBM) has decreased by 6% to $2.90 [4] - Healthcare Triangle, Inc. (HCTI) is down 5% at $8.10 [4]
Westwood Holdings Group, Inc. 2025 Q4 - Results - Earnings Call Presentation (NYSE:WHG) 2026-02-13
Seeking Alpha· 2026-02-13 23:58
Group 1 - The article does not provide any relevant content regarding the company or industry [1]
Westwood Holdings Group Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-13 23:10
Core Insights - Westwood Holdings Group successfully closed its second oversubscribed private equity fund, Westwood Energy Secondaries Fund II, with over $300 million in commitments, doubling its initial target [1][5] - The firm's flagship MDST ETF, Enhanced Midstream Income, surpassed $170 million in assets under management during the quarter and later crossed the $200 million threshold [2][3] - Full-year 2025 revenues increased to $97.8 million, with economic earnings of $14.3 million, despite experiencing $1.0 billion in net outflows primarily from a single large-cap value client [4][19] Fund Performance and Growth - Westwood raised nearly $350 million across its energy secondaries programs since 2023, investing over $250 million [1][5] - The ETF franchise ended 2025 with more than $200 million in assets, including the launch of the Westwood Enhanced Income Opportunity ETF (ticker YLDW) [3] - The firm reported a 20% increase in full-year gross sales, reaching $2.5 billion compared to $2.1 billion in the previous year [9] Financial Overview - Total assets under management and advisement stood at $17.4 billion, with $16.5 billion in AUM and $0.9 billion in assets under advisement [20] - The company ended the quarter debt-free with $44.1 million in cash and liquid investments, and a quarterly cash dividend of $0.15 was approved [21] - Fourth-quarter income was reported at $1.9 million, down from $3.7 million in the previous quarter, attributed to higher performance-related compensation [17][18] Market and Strategy Insights - The S&P 500 rose less than 3% in the fourth quarter but ended the year up 18%, with consumer confidence remaining low [6] - The firm's U.S. mid-cap value strategy performed well, ranking in the top third over three-year rolling periods, while Multi-Asset strategies showed exceptional long-term strength [7] - Westwood's distribution teams achieved strong results, with gross sales in the institutional channel growing 36% year over year [10][11] Wealth Division and Service Model - Westwood conducted a review of its wealth division to align services with industry trends, focusing on integrated guidance for multigenerational families [13][14] - The firm is transitioning to a more coordinated, team-based service delivery structure to enhance consistency and scalability [14]
Westwood(WHG) - 2025 Q4 - Earnings Call Transcript
2026-02-13 22:32
Financial Data and Key Metrics Changes - Total revenues for Q4 2025 were $27.1 million, an increase from $24.3 million in Q3 and $25.6 million in Q4 2024, driven by investor interest in ETFs and private energy secondaries funds [15] - Fiscal 2025 total revenues reached $97.8 million, compared to $94.7 million in 2024, attributed to higher average assets under management [15] - Q4 income was $1.9 million, or $0.21 per share, down from $3.7 million, or $0.41 per share in Q3, and $2.1 million, or $0.24 per share in Q4 2024 [16][17] - Economic earnings for Q4 were $3.3 million, or $0.36 per share, compared to $3.4 million, or $0.39 per share in Q4 2024 [17] Business Line Data and Key Metrics Changes - The ETF franchise exceeded $200 million, with the latest ETF, Enhanced Income Opportunity, contributing to this growth [4][12] - Managed Investment Solutions team secured its first institutional client, indicating growth in this business line [4] - Institutional channel gross sales grew by 36% year-over-year, reflecting strong traction with institutional investors [8] Market Data and Key Metrics Changes - The S&P 500 rose less than 3% in Q4 but ended the year up 18%, indicating a mixed market environment [5] - The firm experienced net outflows of $1 billion in assets under management, offset by $1 billion in market appreciation [18] - Assets under management totaled $17.4 billion, with institutional assets making up 50% of the total [17][18] Company Strategy and Development Direction - The company is focused on high-quality businesses with strong fundamentals, positioning itself well for future market uncertainties [7] - A disciplined, multiyear evolution of the wealth division is underway to enhance client experience and scalability [12] - The launch of new ETFs and private equity funds reflects the company's commitment to innovation and expanding its market opportunities [12][14] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the disappointing outflows in Q4, primarily from the Large Cap Value product, which has struggled in a narrow market environment [22] - The company remains optimistic about its pipeline, with new clients and significant funding expected in the near future [22] - Management emphasized the importance of high-quality companies and the potential for attractive shareholder returns in the current market [8] Other Important Information - The board approved a regular cash dividend of $0.15 per common share, payable on April 1, 2026 [18] - The firm maintains a solid financial position with cash and liquid investments totaling $44.1 million and a debt-free balance sheet [18] Q&A Session Summary Question: What are the reasons behind the outflows in Q4? - Management noted that over 80% of the outflows were from the Large Cap Value product, which has struggled against a low-quality market environment [22] Question: What is the outlook for new client acquisitions? - Management highlighted a new client bringing in $200 million and a defined contribution plan expected to fund $450 million, indicating a strong pipeline [22] Question: How is the company positioned for future growth? - Management expressed confidence in the strategic positioning and value proposition, with a focus on high-quality investment solutions and expanding ETF offerings [14][22]
Westwood(WHG) - 2025 Q4 - Earnings Call Transcript
2026-02-13 22:32
Financial Data and Key Metrics Changes - Total revenues for Q4 2025 were $27.1 million, an increase from $24.3 million in Q3 and $25.6 million in Q4 2024, driven by investor interest in ETFs and private energy secondaries funds [15] - Fiscal 2025 total revenues reached $97.8 million, compared to $94.7 million in 2024, attributed to higher average assets under management [15] - Q4 income was $1.9 million, or $0.21 per share, down from $3.7 million, or $0.41 per share in Q3, and $2.1 million, or $0.24 per share in Q4 2024 [16] - Economic earnings for Q4 were $3.3 million, or $0.36 per share, compared to $3.4 million, or $0.39 per share in Q4 2024 [17] - Assets under management totaled $17.4 billion, with $16.5 billion in AUM and $0.9 billion in assets under advisement [17] Business Line Data and Key Metrics Changes - The ETF franchise exceeded $200 million, with the latest ETF, Enhanced Income Opportunity, contributing to this growth [4] - Managed Investment Solutions secured its first institutional client, reflecting strong sales growth of $2.5 billion for the year, up 20% from $2.1 billion [4] - Institutional channel gross sales grew by 36% year-over-year, while intermediary distribution achieved 32% growth, marking the strongest annual performance in several years [8][9] Market Data and Key Metrics Changes - The S&P 500 rose less than 3% in Q4 but ended the year up 18%, indicating a mixed market environment [5] - The U.S. economy recorded modest growth despite low consumer confidence, with the Federal Reserve cutting short-term rates by 75 basis points [5] - The firm experienced net outflows of $1 billion in AUM, offset by $1 billion in market appreciation [18] Company Strategy and Development Direction - The company is focused on high-quality businesses with strong fundamentals, positioning itself well for future market uncertainties [7] - A disciplined, multiyear evolution of the wealth division aims to enhance client experience and scalability, targeting ultra-high-net-worth families [12] - The launch of new strategies and ETFs, such as the Enhanced Income Opportunity ETF, reflects the company's commitment to innovation and meeting diverse client needs [12] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the disappointing outflows in Q4, primarily from the Large Cap Value product, which struggled in a narrow market environment [21] - The company remains optimistic about its pipeline, with new clients and significant funding expected in the near future [22] - Management emphasized the importance of high-quality companies and the potential for attractive shareholder returns in the current market [8] Other Important Information - The Board of Directors approved a regular cash dividend of $0.15 per common share, payable on April 1, 2026 [18] - The firm maintains a solid financial position with cash and liquid investments totaling $44.1 million and a debt-free balance sheet [18] Q&A Session Summary Question: What are the reasons behind the outflows in Q4? - Management noted that over 80% of the outflows were from the Large Cap Value product, which has struggled against a low-quality market environment [21] Question: What is the outlook for new client acquisitions? - Management highlighted a new client bringing in $200 million and a defined contribution plan expected to fund $450 million, indicating a strong pipeline [22]