WHG News & Events

Westwood Holdings Group announced the final close of Westwood Energy Secondaries Fund II, LLC and two related co-investment funds, with over $300M in capital commitments raised. The capital raise far exceeded Westwood's target of $150M and reflects continued investor interest in Westwood's energy secondaries business. Since Westwood's launch of its initial flagship energy secondaries fund in 2023, the firm has raised nearly $350M and has invested over $250M across two energy secondaries flagship funds and three co-investment funds. WES II aims to achieve attractive, risk-adjusted returns through investments in a diversified portfolio of energy-focused secondary and continuation fund opportunities. WES II's primary focus is on investing in 7-12 year-old limited partnership interests at a significant discount in the secondary market, in addition to general partner led continuation fund portfolio company investments in upstream, midstream and oil-services companies. The Funds are designed to provide liquidity to institutional investors while partnering with best-in-class energy private equity sponsors in mature LP portfolios and continuation funds. The Funds deployed $200M in energy investments in 2025 and have approximately $100M remaining to deploy in 2026.

WEBs Investments announces updated fund names for its Defined Volatility ETF suite, effective immediately. The revised names are designed to give investors a clearer view of each fund's underlying exposure, creating a unified structure across the entire Defined Volatility lineup. The WEBs Defined Volatility ETFs use a systematic, rules-based approach that adjusts exposure to the SPDR S&P 500 ETF Trust, Invesco QQQ Trust, or the Select Sector SPDR ETFs based on real-time market volatility. When volatility falls below target levels, the funds increase exposure to the underlying ETFs. When volatility rises, exposure is reduced, reallocating to cash equivalents or U.S. Treasuries. This adaptive framework is designed to help investors stay invested while seeking to manage risk and maintain participation through changing market conditions.

WEBs Investments, in partnership with Westwood Holdings Group, announces the launch of the WEBs Defined Volatility Sector ETFs, a suite of 11 funds listed on the Nasdaq that applies the Defined Volatility strategy to the individual sectors within the S&P 500. This expansion of the Defined Volatility ETF lineup is designed to give investors more precise control over risk and sector exposure, using a transparent framework that adjusts portfolio exposure based on real-time market volatility.

Westwood announced the appointment of Jan Ryan to its Board of Directors. Based in Austin, Texas, Ryan brings over three decades of leadership experience, spanning technology, venture capital, revenue strategy and operational alignment. Her appointment further strengthens Westwood's Board as the firm continues to advance its focus on innovation, client experience and long-term value creation for investors.