Westwood Holdings Group reported that its Enhanced Income Series ETFs have collectively surpassed $250 million in assets under management, with the Westwood Salient Enhanced Midstream Income ETF (MDST) alone reaching $200 million. This milestone follows a trajectory that began with the platform exceeding $200 million AUM in the Q4 2025 earnings report and MDST surpassing $100 million in June 2025.
The growth of the Enhanced Income Series reflects strong investor demand for income‑focused, options‑overlay strategies. Westwood’s CEO Brian Casey said, “Our Enhanced Income ETFs are helping to allowing investors to access some of the most effective income opportunities in a variety of asset classes and key segments of the energy sector. These products don't just provide cash flow; they provide the structural durability essential to help weather volatility.” He added, “This milestone in our ETF AUM growth provides yet more evidence that income‑generating investments are now a core pillar of a portfolio, and investors see the value in the resilience and flexibility they provide.”
The $250 million AUM milestone positions Westwood to capture additional fee income as the broader market continues to favor income‑oriented products. The platform’s scalability and the high‑margin nature of its income‑focused ETFs make the growth a core engine for the firm’s higher‑margin product suite.
Westwood’s balance sheet remains strong, with no debt as of December 31 2025 and $44.1 million in cash and liquid investments. The company also declared a cash dividend of $0.15 per common share, payable on April 1 2026.
The milestone underscores a broader trend toward income‑oriented investment strategies, and Westwood’s continued expansion of its ETF lineup—now 16 actively managed ETFs totaling nearly $200 million in assets as of September 2025—demonstrates the firm’s ability to scale its product offerings in response to investor demand.
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