Westwood Holdings Group
Westwood Holdings Group (NYSE: WHG) is a Dallas-based, publicly traded boutique investment management and wealth management firm managing approximately $18.3 billion across U.S. Value Equity, Multi-Asset, Energy & Real Assets, Tactical Absolute Return, Income Alternatives, and Managed Investment Solutions strategies for institutional, intermediary, and private wealth clients globally.
- Company typePublic
- Founded1984
- HeadquartersDallas, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Westwood Holdings Group does
Westwood Holdings Group, Inc. (NYSE: WHG) is a Dallas-based, publicly traded boutique asset management and wealth management firm founded in 1983. The firm operates through two reportable lines: investment management, offering six core strategies — U.S. Value Equity, Multi-Asset, Energy & Real Assets, Tactical Absolute Return, Income Alternatives, and Managed Investment Solutions — delivered via separately managed accounts, mutual funds, ETFs, and private funds; and wealth management, providing financial planning, trust and estate services, customized investment solutions, and philanthropic advisory for high-net-worth clients. Westwood serves three primary client segments — institutional investors (public, private, and sovereign institutions globally), financial intermediaries and advisors, and private wealth clients — through direct institutional sales, the Westwood Funds mutual fund platform, an Advisor-SMA platform, and ETF distribution via wirehouses and brokerage platforms. As of Q1 2026, the firm managed approximately $18.3 billion in assets, including an Enhanced Income Series ETF platform (MDST, WEEI, YLDW) exceeding $250 million AUM and the recently closed Westwood Energy Secondaries Fund II with over $300 million in commitments.
The firm's revenue model is predominantly asset-based management fees calculated as a percentage of AUM, supplemented by performance fees on products such as the energy secondaries fund. Reported FY 2025 revenue was $97.8 million (up from $94.7 million in 2024), with FY 2025 net income of $7.1 million — more than tripling from $2.2 million in 2024 — while Q1 2026 revenue was $25.0 million. The balance sheet is debt-free with $34.2 million in cash at quarter-end. Technology infrastructure is anchored by Ridgeline's unified AI-embedded platform, implemented in late 2025 to streamline operations, support complex asset classes, and enable scalable growth. Distribution relies on a sales-led motion (Q1 2026 institutional and intermediary gross sales of approximately $529 million against an opportunity pipeline exceeding $1 billion), with no parent company and dispersed public ownership under ticker WHG. Market capitalization is approximately $134–157 million, and the firm maintains a quarterly dividend of $0.15 per share.
Westwood Holdings Group firmographics
Firmographics- Name
- Westwood Holdings Group
- Legal name
- Westwood Holdings Group, Inc.
- Website
- https://westwoodgroup.com
- Company type
- Public
- Founded year
- 1984
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Westwood Holdings Group (NYSE: WHG) is a Dallas-based, publicly traded boutique investment management and wealth management firm managing approximately $18.3 billion across U.S. Value Equity, Multi-Asset, Energy & Real Assets, Tactical Absolute Return, Income Alternatives, and Managed Investment Solutions strategies for institutional, intermediary, and private wealth clients globally.
- Ownership category
- akta.pro rank
Westwood Holdings Group industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Trusts, Estates, and Agency Accounts (52592), Other Financial Vehicles (52599)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Real Estate Investment Trusts (6798)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industries
- Alternative Investments for Private Wealth (Hedge Funds, PE/VC Access, Private Credit) (FSAAABAI), Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ), Balanced & Allocation (Multi-Asset) Funds (FSAAAEAD)
Keywords
Where Westwood Holdings Group is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Westwood Holdings Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Asset Management Fees: Management fees calculated as a percentage of assets under management, providing recurring revenue tied to AUM levels of $18.3 billion as of Q1 2026.
- Performance Fees: Performance fees from energy secondaries fund and other investment products when returns exceed benchmarks, adding variable revenue on top of base management fees.
- ETF Management Fees: ETFs generate management fees based on total assets under management across the Enhanced Income Series platform exceeding $250 million AUM.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Institutional fee structures based on AUM percentage |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels6 records
Westwood Holdings Group product offering
Product offeringCore offering
Westwood Holdings Group is a boutique asset management firm that offers a diverse array of actively and passively-managed, outcome-oriented investment strategies, along with white-glove trust and wealth services, to institutional, intermediary and private wealth clients. Core offerings include six investment strategies (U.S. Value Equity, Multi-Asset, Energy & Real Assets, Tactical Absolute Return, Income Alternatives, and Managed Investment Solutions), the Enhanced Income Series ETF platform (MDST, WEEI, YLDW), private funds such as Westwood Energy Secondaries Fund II, and wealth management services covering financial planning, estate and trust services, and philanthropic advisory.
Product overview
Westwood Holdings Group is a boutique asset management firm offering a diversified array of actively and passively-managed, outcome-oriented investment strategies, along with wealth management services. The investment management business includes six core strategies: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Tactical Absolute Return, Income Alternatives, and Managed Investment Solutions. The firm also manages three ETFs under the Enhanced Income Series™ platform: MDST (midstream energy focus), WEEI (broader energy exposure), and YLDW (multi-asset covered-call strategy). Products are delivered through institutional separate accounts, mutual funds, ETFs, and wealth management services to institutional, intermediary, and private wealth clients.
Differentiator
Problem solved
Functional benefit
Products and services
- U.S. Value Equity Conviction-based active management strategy investing in high-quality companies with undervalued future earnings potential, managed by a Dallas-based team of 12 investment professionals. Available via separately managed accounts and pooled vehicles for institutional, intermediary, and private wealth clients.
- Multi-Asset
Quantifiable outcome
- Assets under management grew to $18.3 billion as of Q1 2026, up from $17.4 billion at year-end 2025
- +3 more outcomes
Companies that use Westwood Holdings Group
Customer profileSegments3 records
Ideal customer profiles3 records
Westwood Holdings Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Westwood Holdings Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- RidgelinecoreWestwood implemented Ridgeline's unified AI-embedded platform to streamline operations and support complex asset classes, enhancing growth capacity and expanding investment offerings. The platform enables rapid customization and real-time data management for scalable growth.
Scale indicators12 records
Recent moves6 records
Expansion highlights5 records
Westwood Holdings Group competitors and assessment
Company assessmentDirect peers
- Virtus Investment Partners: Multi-affiliate asset manager (NASDAQ: VRTS) offering active equity, fixed income, and multi-asset strategies through institutional and retail channels. Similar multi-boutique structure and ETF/mutual fund product mix.
- Victory Capital Holdings: Multi-franchise investment manager (NASDAQ: VCTR) with active equity, fixed income, and ETF offerings distributed to institutional, intermediary, and retail investors. Similar multi-vehicle distribution and ETF growth trajectory.
- Cohen & Steers: Public specialty asset manager (NYSE: CNS) focused on real assets, real estate, and alternative income strategies. Comparable niche specialty franchise with U.S. Value Equity and Energy & Real Assets overlap.
- Artisan Partners Asset Management: Publicly traded boutique active asset manager (NYSE: APAM) with multiple equity and fixed income strategies distributed to institutional and intermediary clients. Highly comparable business model, distribution channels, and AUM scale.
- Pzena Investment Management: Public value-equity specialist (NYSE: PZN) managing global, international, and U.S. value strategies for institutional clients. Direct comparable on the U.S. Value Equity strategy franchise.
- Salient Partners: Houston-based asset manager acquired by Westwood in 2022 for $35M; now part of Westwood. Directly relevant as a combined-entity peer, particularly for the energy/income ETF franchise (MDST, WEEI).
- Silvercrest Asset Management: Public boutique wealth and asset manager (NASDAQ: SAMG) serving high-net-worth individuals and institutional clients. Closely comparable size, business mix, and HNW/wealth management focus.
Broad incumbents
- Affiliated Managers Group: Multi-affiliate global asset manager (NYSE: AMG) that owns stakes in boutique investment firms. Comparable boutique/affiliate structure and active management focus, though at materially larger scale.
- Federated Hermes: Large global investment manager (NYSE: FHI) with active equity, fixed income, and money market strategies plus ETF and mutual fund distribution. Operates as a broader incumbent with overlapping mutual fund and ETF channels.
Emerging players
- Tortoise Capital Advisors: Specialist manager focused on energy infrastructure and MLP strategies, with listed closed-end funds and interval funds. Closely comparable to Westwood's Energy & Real Assets strategy and midstream focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Westwood Holdings Group social profiles
Digital presenceWestwood Holdings Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Westwood Holdings Group leadership team
Management profileNumber of profiles
Profiles6 records
Westwood Holdings Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Westwood Holdings Group M&A and investment
M&A and investmentM&A1 record
Investments3 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Westwood Holdings Group
What does Westwood Holdings Group do?
Westwood Holdings Group is a boutique asset management firm that offers a diverse array of actively and passively-managed, outcome-oriented investment strategies, along with white-glove trust and wealth services, to institutional, intermediary and private wealth clients. Core offerings include six investment strategies (U.S. Value Equity, Multi-Asset, Energy & Real Assets, Tactical Absolute Return, Income Alternatives, and Managed Investment Solutions), the Enhanced Income Series ETF platform (MDST, WEEI, YLDW), private funds such as Westwood Energy Secondaries Fund II, and wealth management services covering financial planning, estate and trust services, and philanthropic advisory.
Is Westwood Holdings Group a public or private company?
Westwood Holdings Group is a public company. It is classified as public and is currently operating.
When was Westwood Holdings Group founded?
Westwood Holdings Group was founded in 1984. It employs 51 to 100 people.
Where is Westwood Holdings Group based?
Westwood Holdings Group is headquartered in Dallas, United States, in the North America region.
How does Westwood Holdings Group make money?
Three revenue lines are on record. Asset Management Fees are the primary driver. The others are performance Fees and ETF Management Fees.
Who are Westwood Holdings Group's main competitors?
Direct peers on record are Virtus Investment Partners, Victory Capital Holdings, Cohen & Steers, Artisan Partners Asset Management, Pzena Investment Management, Salient Partners and Silvercrest Asset Management. Broad incumbents are Affiliated Managers Group and Federated Hermes. Tortoise Capital Advisors is listed as an emerging player.
Does Westwood Holdings Group have an API?
No public API is recorded for Westwood Holdings Group.
What industry is Westwood Holdings Group in?
Westwood Holdings Group's product category is Asset Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAAABAI, Alternative Investments for Private Wealth (Hedge Funds, PE/VC Access, Private Credit). Its NAICS code is 52394 and its SIC code is 6282.