WESTWOOD HOLDINGS GROUP news

Company successfully launched a flagship ETF on a new national exchange, demonstrating innovation and market leadership. The launch represents a significant milestone for both the company and the Texas Stock Exchange, with strong positioning in the growing power and infrastructure sector.

Company successfully managing three income-focused ETFs with substantial assets under management ($441M combined), demonstrating growth in their ETF offerings and investor demand for their income distribution strategies.

Company demonstrated structural AUM growth in high-margin private energy and real asset strategies, successfully onboarded first institutional managed investment solutions client validating new capabilities, achieved significant ETF milestones (MDST crossing $200M, Enhanced Income Series surpassing $320M), closed energy secondaries fund at 2x target, and reported year-over-year revenue and earnings growth. Strong pipeline of $1B+ opportunities and positive performance in SMID Cap and multi-asset strategies support positive outlook.

The article is a factual announcement of an earnings release and conference call with no indication of positive or negative financial performance. It is a standard corporate disclosure providing logistical details for investors to participate in the earnings call.

Mixed results with positive revenue growth, strong sales momentum, and strategic milestones (ETF expansion, private equity fund closure), but offset by significant AUM outflows of $1 billion in Q4 and flat year-over-year AUM growth. Management acknowledges disappointing outflows but attributes them to a low-fee sub-advisory client in underperforming Large Cap Value strategy. Near-term pipeline strength provides optimism.