Westwood Holdings Surpasses $500M in Private Capital Assets Amid Steady Revenue Growth — Westwood Holdings Group Inc.

Event summary

Private Capital platform assets surpassed $500 million, while Managed Investment Solutions flows reached $350 million.
Quarterly revenues totaled $25.3 million, up from $23.1 million a year ago, with net income of $1.5 million.
ETF platform crossed $400 million in assets, and the firm plans to list its PWRX ETF on the Texas Stock Exchange.
Firmwide AUM/AUA totaled $17.9 billion, with $17.0 billion in AUM and $1.0 billion in AUA.

The big picture

Westwood Holdings Group's Q2 2026 results highlight steady revenue growth and strategic milestones, particularly in its Private Capital and ETF platforms. The firm's ability to surpass key asset thresholds underscores its positioning in the competitive asset management landscape, where scale and diversification are critical for long-term client retention and shareholder value.

What we're watching

Execution Risk: The pace at which Westwood can sustain growth in its Private Capital and ETF platforms amid competitive pressures.
Market Positioning: How the listing of the PWRX ETF on the Texas Stock Exchange will impact its market reach and investor appeal.
Strategic Expansion: Whether Westwood can leverage its recent asset growth to expand into new investment verticals or client segments.