Business description: Westwood Holdings Group, Inc.

Westwood Holdings Group, Inc. manages investment assets and provides services for clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C. and Salient Advisors, L.P. The Company’s segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals, sub-advisory. It also provides investment management services to the Westwood Funds. The Company’s advisory business investment capabilities: United States Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, and Income Alternatives. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors to institutions and high-net worth individuals. It provides investment advisory services to institutional investors; a family of mutual funds called the Westwood Funds.

Number of employees: 151

Sales by Activity: Westwood Holdings Group, Inc.

Fiscal Period: December20202021202220232024

Advisory

4.35Cr 5.13Cr 4.91Cr 7.55Cr 7.88Cr

Trust

2.42Cr 2.45Cr 2.2Cr 2.09Cr 2.21Cr

Eliminations

-26.01L -27.71L -24.16L -65.49L -61.45L
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Geographical breakdown of sales: Westwood Holdings Group, Inc.

Fiscal Period: December20202021202220232024

United States

5.86Cr 7.1Cr 6.75Cr 8.87Cr 9.37Cr

Canada

15.05L 11.63L 11.71L 11.05L 10.17L

Asia

7L - - - -

Europe

42.77L 9L - - -
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Executive Committee: Westwood Holdings Group, Inc.

Manager TitleAgeSince
Chief Executive Officer 61 01/01/2006
Director of Finance/CFO 47 31/10/2018
President 59 25/05/2022
Compliance Officer 51 01/04/2023
Chief Investment Officer - 28/01/2019
See WESTWOOD HOLDINGS GROUP, INC. governance

Composition of the Board of Directors: Westwood Holdings Group, Inc.

Director TitleAgeSince
Chairman 78 12/12/2001
Director/Board Member 61 12/12/2001
Director/Board Member 81 01/04/2007
Director/Board Member 74 17/04/2014
Chairman 61 09/05/2025
Director/Board Member 50 05/03/2025
Director/Board Member 63 05/03/2025
Composition of the Board of Directors

Shareholders: Westwood Holdings Group, Inc.

NameEquities%Valuation
8.089 %
7,50,000 8.089 % 11 M $
Allspring Global Investments LLC
6.334 %
5,87,255 6.334 % 9 M $
5.53 %
5,12,676 5.53 % 8 M $
GAMCO Asset Management, Inc.
4.888 %
4,53,180 4.888 % 7 M $
Renaissance Technologies LLC
4.386 %
4,06,658 4.386 % 6 M $
List of WESTWOOD HOLDINGS GROUP, INC. shareholders

Company details: Westwood Holdings Group, Inc.

Westwood Holdings Group, Inc.

200 Crescent Court Suite 1200

75201, Dallas

+

http://www.westwoodgroup.com
address Westwood Holdings Group, Inc.(WHG)

Other Investment Management & Fund Operators

Change 5d. change 1-year change 3-years change Capi.($)
-0.40%+3.71%+35.36%+17.27% 13Cr
+1.31%+0.43%+25.23%+57.88% 15TCr
+2.46%-0.66%-6.25%+60.49% 9.44TCr
+1.01%+2.98%+47.18%+42.04% 9.11TCr
-0.70%-0.40%+42.56% - 8.71TCr
+1.20%-0.95%+52.38%+113.40% 6.41TCr
+0.34%-1.32%+29.06%+259.64% 5.24TCr
+1.22%+1.18%+17.71%+116.63% 4.94TCr
+0.65%+3.94%+40.14%+60.98% 2.89TCr
-0.35%+8.93%+45.98%+28.77% 2.35TCr
Average +0.65%+0.80%+32.94%+84.12% 6.44TCr
Weighted average by Cap. +0.89%-0.02%+29.94%+85.26%
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