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| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
As of Dec 31, 2025
Westwood Holdings Group's core thesis centers on driving long-term value through disciplined active value management, specialized ETF platforms, and private capital expansion, positioning itself to benefit from a broadening market rotation away from over-extended technology names. Throughout 2025, the firm navigated a complex macroeconomic landscape marked by early inflation, tariffs, and subsequent interest rate cuts. This environment validated Westwood’s equally-weighted risk management approach, which shields clients from extreme market concentration. Key growth drivers include the successful expansion of the private capital platform, notably through the Westwood Energy Secondaries Fund II, and the rapid asset accumulation in its income-generating ETF platform. To enhance client alignment and capitalize on regional wealth, the firm is transitioning its Wealth & Trust division into a high-touch Multi-Family Office model focused on the high-growth Texas Triangle. Supported by a strong, debt-free balance sheet, Westwood enters 2026 positioned to scale its innovative platforms and deliver consistent stockholder value.
Prioritizing disciplined, active value investing and expanding specialized ETF, private capital, and custom-indexed platforms to capture market rotation away from speculative tech.
For 2026, Westwood expects to capitalize on a broadening market rotation away from speculative tech and AI concentration towards quality value. The company plans to expand its private capital platform with new high-return strategies and grow its ETF business. Westwood also expects the Texas Stock Exchange (TXSE), in which it is a founding investor, to serve as a powerful catalyst for capital formation when it launches primary trading and ETP listings in 2026. The firm will also complete the transition of its Wealth & Trust business into a Multi-Family Office model to capture opportunities within the fast-growing Texas Triangle.
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