)
Edge6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
Westwood Holdings Group
Westwood Holdings Group (WHG) investor relations material
Westwood Holdings Group Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary13 Feb, 2026
Executive summary
Achieved significant milestones in 2025, including ETF franchise surpassing $200 million and closing a $300 million private equity fund, with firmwide AUM reaching $17.4 billion at year-end.
Revenues for Q4 2025 were $27.1 million, up from $24.3 million in Q3 and $25.6 million in Q4 2024, driven by ETF and private energy fund growth.
Full-year net income was $7.1 million, a significant increase from $2.2 million in 2024.
The firm is publicly traded on NYSE, with 33% employee and director ownership, and celebrated 43 years as a female-founded company in 2025.
Wealth division began a multiyear transformation to enhance client experience and scalability.
Financial highlights
Q4 2025 revenues were $27.1 million, with net income of $1.9 million and diluted EPS of $0.21.
Full-year 2025 revenues reached $97.8 million, with net income of $7.1 million and diluted EPS of $0.79.
Economic Earnings for Q4 2025 were $3.3 million ($0.36/share), and for the full year $14.3 million ($1.61/share).
Cash and liquid investments at year-end were $44.1 million, with no debt.
Stockholders' equity stood at $125.6 million at year-end 2025.
Segment performance
Institutional assets comprised $8.3 billion (50%), wealth management $4.3 billion (26%), and mutual funds $3.9 billion (24%) of AUM.
Enhanced Balanced, Total Return, Income Opportunity, Multi-Asset Income, Alternative Income, MLP & Energy Infrastructure, and related ETFs outperformed benchmarks in Q4.
Net outflows of $1 billion in AUM were offset by $1 billion in market appreciation.
Large Cap Value product saw significant outflows, mostly from a low-fee sub-advisory client.
SMID-Cap and Small-Cap Value strategies gained traction, with a new $450 million defined contribution plan expected.
Quantify revenue impact of large-cap value outflows.
Wealth division UHNW client acquisition strategy?
MDST wirehouse approval timeline and impact?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Westwood Holdings Group earnings date
Q1 202629 Apr, 2026
Westwood Holdings Group
Next Westwood Holdings Group earnings date
Q1 202629 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Westwood Holdings Group, Inc., through its wholly owned subsidiaries Westwood Management Corp., Acacia Partners, L.P., and Westwood International Advisors Inc., manages investment assets and provides services for its clients, which include corporations, public funds, charitable foundations, and endowments. The firm's investment services include buy-and-sell recommendations, proprietary research and analysis, financial models, valuation, risk measurement techniques, and portfolio management. Westwood has been managing investment assets since the company was founded in 1983.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage