Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST),Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

Westwood Holdings Group announced monthly income distributions for three actively managed ETFs: MDST (Midstream Income ETF) with a 9.4% annualized distribution rate, WEEI (Energy Income ETF) with 11.2%, and YLDW (Enhanced Income Opportunity) with 7.1%. These funds combine dividend yields and options premiums from covered calls to generate monthly income for investors in the energy sector.

05/06/2026, 8:00 AM • Benzinga

Westwood (WHG) Q1 2026 Earnings Transcript

Westwood Holdings Group reported Q1 2026 AUM growth to $18.3 billion driven by energy and real asset strategies, offsetting declines in traditional U.S. value equity. The company achieved significant milestones including closing Westwood Energy Secondaries Fund 2 at over $300 million (double its target), launching ETF products surpassing $315 million combined AUM, and onboarding its first institutional managed investment solutions client. GAAP net income was $800,000 ($0.09 per share) while non-GAAP economic earnings reached $2.8 million ($0.31 per share). Management highlighted a pipeline exceeding $1 billion in opportunities and announced a $0.15 per share dividend.

04/30/2026, 5:15 PM • The Motley Fool

Westwood Holdings Group, Inc. to Host First Quarter 2026 Conference Call/Webcast

Westwood Holdings Group (NYSE: WHG) announced it will release its first quarter 2026 earnings on April 30, 2026, followed by a live audio webcast and conference call at 4:30 PM ET. The boutique asset management firm will discuss its quarterly financial results with investors and analysts.

04/16/2026, 8:00 AM • GlobeNewswire

Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

Westwood Holdings Group announced monthly income distributions for three actively managed ETFs: MDST (Westwood Salient Enhanced Midstream Income ETF) with $0.225 distribution and 9.4% annualized rate, WEEI (Westwood Salient Enhanced Energy Income ETF) with $0.225 distribution and 11.0% annualized rate, and YLDW (Westwood Enhanced Income Opportunity) with $0.144 distribution and 7.2% annualized rate. These funds combine dividend yields and covered call options premiums to generate monthly income for investors in the energy sector.

04/08/2026, 8:00 AM • Benzinga

Westwood (WHG) Q4 2025 Earnings Call Transcript

Westwood Holdings Group reported Q4 2025 earnings with total revenues of $27.1 million, up from $24.3 million in Q3. The firm achieved several milestones including ETF assets surpassing $200 million, closing its Energy Secondaries Fund II with $300 million in commitments, and 36% institutional sales growth. However, the company experienced $1 billion in AUM net outflows (offset by $1 billion in market appreciation), with over 80% from a low-fee Large Cap Value sub-advisory client. Management remains optimistic about pipeline momentum with a $200 million client win and a $450 million defined contribution plan expected to fund in Q1.

02/13/2026, 5:04 PM • The Motley Fool

Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

Westwood Holdings Group announced monthly income distributions for three actively managed ETFs: MDST (Westwood Salient Enhanced Midstream Income ETF) with $188M in assets and 9.9% annualized distribution rate, WEEI (Westwood Salient Enhanced Energy Income ETF) with $40M in assets and 11.9% annualized distribution rate, and YLDW (Westwood Enhanced Income Opportunity) with $10M in assets and 7.0% annualized distribution rate. All three funds combine dividend yields with covered call options premiums to generate monthly income distributions.

02/05/2026, 8:00 AM • Benzinga

Westwood Holdings Group, Inc. to Host Fourth Quarter and Fiscal Year 2025 Conference Call/Webcast

Westwood Holdings Group (NYSE: WHG) announced it will release its fourth quarter and fiscal year 2025 earnings on February 13, 2026, followed by a live webcast and conference call at 4:30 PM ET. The company will discuss its financial results and business updates with investors and analysts.

01/30/2026, 8:00 AM • GlobeNewswire

Westwood Expands Enhanced Income Series™ ETFs with Launch of Westwood Enhanced Income Opportunity ETF (YLDW)

Westwood Holdings Group launched the Westwood Enhanced Income Opportunity ETF (YLDW), expanding its income-generating ETF platform with a multi-asset strategy using covered-call options to generate consistent income and potential capital appreciation.

12/12/2025, 8:00 AM • GlobeNewswire

Westwood (WHG) Q3 2025 Earnings Call Transcript

Westwood Holdings Group reported Q3 2025 earnings with $24.3 million in revenues, experiencing net outflows but strong performance in ETF and energy strategies. The company highlighted successful private fundraising, ETF expansion, and positive long-term investment strategy positioning.

10/30/2025, 8:20 PM • The Motley Fool

Westwood Group Posts Q2 Profit Jump

Westwood Group reported improved Q2 2025 financial performance, with net income turning positive, assets under management growing to $18.3 billion, and successful expansion of ETF product offerings.

08/08/2025, 4:26 PM • The Motley Fool