Westwood Holdings Group (NYSE: WHG) is a boutique asset management firm offering a diverse array of actively-managed and outcome-oriented investment strategies, along with trust and wealth management services, to institutional, intermediary, and private wealth clients. The firm manages approximately $17.0 billion in assets under management and $1.0 billion in assets under advisement. Westwood's investment capabilities span multi-asset strategies, energy infrastructure, real estate income, alternative income, and ETF products, along with a growing Private Capital platform focused on energy secondaries. Founded as a woman-founded firm with over 40 years of history, the company also provides white-glove trust and wealth services. Westwood is expanding its product suite through new ETF launches, including the planned listing of its PWRX ETF on the Texas Stock Exchange, and is building its Managed Investment Solutions business to serve the intermediary channel. Updated
Westwood just debuted the first new ETF on the Texas Stock Exchange, betting on a surge in power demand from AI and data centers. But the fund's income strategy comes with a…
Westwood Holdings Group (NYSE: WHG) is a boutique asset management firm offering a diverse array of actively-managed and outcome-oriented investment strategies, along with trust and wealth management services, to institutional, intermediary, and private wealth clients.