Core Viewpoint - Westwood Holdings Group has launched the Westwood Enhanced Income Opportunity ETF (YLDW), expanding its income-generating ETF offerings and leveraging a covered-call options strategy to enhance income potential [1][3]. Company Overview - Westwood Holdings Group (NYSE: WHG) is a boutique asset management firm with over 40 years of experience, providing a range of actively and passively-managed investment strategies to institutional and private wealth clients [7]. - The firm emphasizes a client-first approach, focusing on delivering customized investment strategies and exceptional client service [7][8]. Product Details - YLDW is designed for investors seeking consistent and diversified current income with potential for capital appreciation, utilizing a disciplined multi-asset allocation approach combined with strategic covered-call overlays [2][10]. - The ETF aims to provide flexibility across multiple asset classes while maintaining the transparency and liquidity characteristic of ETFs [2]. Strategic Importance - The launch of YLDW is a significant milestone for Westwood, marking the first multi-asset strategy to join the Enhanced Income Series™ ETFs, reinforcing the firm's commitment to innovation in investment solutions [3][4]. - YLDW joins existing ETFs in the Enhanced Income Series™, such as the Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI), highlighting Westwood's position as an innovative provider of income-focused ETFs [4]. Key Benefits - The ETF offers potential for meaningful monthly income distributions, exposure to multiple asset classes for volatility management, and broader total-return opportunities within a transparent ETF structure [10].

Westwood Holdings Group (WHG) Q4 2024 Earnings Call February 12, 2025 04:30 PM ET Company Participants Brian Casey - President & Chief Executive OfficerTerry Forbes - Chief Financial Officer Operator I would now like to hand the conference over to your speaker today, Brian Casey, CEO. None Thank you, and welcome to our fourth quarter twenty twenty four earnings conference call. The following discussion will include forward looking statements that are subject to known and unknown risks, uncertainties and oth ...