Business description: Westwood Holdings Group, Inc.

Westwood Holdings Group, Inc. manages investment assets and provides services for its clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C., Broadmark Asset Management LLC, and Salient Capital 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; pooled investment vehicles, including collective investment trusts. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors for institutions and high-net-worth individuals. Its advisory business encompasses six distinct investment capabilities, including United States (U.S.) Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, Income Alternatives and Managed Investment Solutions.

Number of employees: 148

Sales by Activity: Westwood Holdings Group, Inc.

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Advisory

5.13Cr 4.91Cr 7.55Cr 7.88Cr 8.41Cr

Trust

2.45Cr 2.2Cr 2.09Cr 2.21Cr 2.2Cr

Eliminations

-27.71L -24.16L -65.49L -61.45L -83.45L

Geographical breakdown of sales: Westwood Holdings Group, Inc.

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

United States

7.1Cr 6.75Cr 8.87Cr 9.37Cr 9.7Cr

Canada

11.63L 11.71L 11.05L 10.17L 8L

Europe

9L - - - -

Executive Committee: Westwood Holdings Group, Inc.

Manager TitleAgeSince
Chief Executive Officer 62 01/01/2006
Director of Finance/CFO 48 31/10/2018
President 60 25/05/2022
Compliance Officer 52 01/04/2023
Chief Investment Officer - 28/01/2019

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

Director TitleAgeSince
Director/Board Member 62 12/12/2001
Director/Board Member 75 17/04/2014
Chairman 62 09/05/2025
Director/Board Member 51 05/03/2025
Director/Board Member 64 05/03/2025
Director/Board Member 70 30/05/2025

Shareholders: Westwood Holdings Group, Inc.

NameEquities%Valuation
7.908 %
7,50,000 7.908 % 12 M $
Allspring Global Investments LLC
6.464 %
6,13,114 6.464 % 10 M $
5.595 %
5,30,610 5.595 % 9 M $
BlackRock Advisors LLC
5.158 %
4,89,174 5.158 % 8 M $
Settian Capital LP
4.961 %
4,70,515 4.961 % 8 M $

Company details: Westwood Holdings Group, Inc.

Westwood Holdings Group, Inc.

200 Crescent Court

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.($)
-1.80%-1.70%+6.11%+29.76% 14Cr
+0.10%+3.00%+12.77%+67.48% 17TCr
-0.49%+0.90%+28.62%+102.32% 14TCr
-0.66%+0.48%+14.70%+129.03% 10TCr
+0.46%+0.30%+52.42%+230.66% 9.09TCr
-0.40%+0.82%-17.25%+55.65% 7.81TCr
+0.56%-2.10%-9.90%+58.42% 4.17TCr
-0.40%+0.36%+55.43%+124.24% 4.16TCr
-4.61%-8.10%-41.42%+31.26% 3.5TCr
+0.00%-0.55%+52.12%+129.82% 2.98TCr
Average -0.79%+1.08%+15.36%+95.86% 7.26TCr
Weighted average by Cap. -0.48%+1.80%+17.92%+105.56%
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