Firmwide assets under management and advisement totaled $17.2 billion, consisting of AUM of $16.2 billion and AUA of $1.0 billion. First quarter comprehensive income of $2.3 million compared to the fourth quarter's $2.6 million due to higher employee compensation and benefits expense offset by changes in the fair value of contingent consideration. Diluted earnings per share ("EPS") of $0.27 compared to $0.32 for the fourth quarter. Non- ▪ SMidCap, SmallCap Value, MidCap Value, Platinum, Enhanced Balanced, H ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________ Form 10-K ____________________________________________________________________________ (Mark One) ý ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commis ...

Westwood Holdings Group, Inc. (NYSE:WHG) Q4 2023 Earnings Conference Call February 14, 2024 4:30 PM ET Company Participants Jill Meyer - SVP and Director, Fiduciary Services Brian Casey - CEO Terry Forbes - SVP, CFO and Treasurer Conference Call Participants Mac Sykes - GAMCO Operator Good day and welcome to the Westwood Holdings Group Fourth Quarter 2023 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer ...

Investor Relations Presentation Westwood Holdings Group, Inc. High-Conviction Investing | Outcome-Oriented Solutions westwoodgroup.com Westwood Overview 2 Investing Where It Counts W Westwood | Delivering on Our Vision AUM1 | $15.5 B Employees3 | 143 Publicly Traded | NYSE: WHG Firm Overview Westwood is a focused investment management boutique and wealth management firm, offering a broad array of investment solutions to institutional investors and financial intermediaries | --- | --- | --- | |-------------- ...

Westwood Holdings Group, Inc. (NYSE:WHG) Q3 2023 Earnings Conference Call October 31, 2023 4:30 PM ET Company Participants Jill Meyer - SVP & Director, Fiduciary Services Brian Casey - CEO Terry Forbes - SVP, CFO & Treasurer Conference Call Participants Mac Sykes - GAMCO Investors Operator Good day, and thank you for standing by. Welcome to the 3Q 2023 Westwood Holdings Group, Inc., earnings conference call. [Operator Instructions]. Please be advised that today's conference is being recorded and would now l ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________________________________ FORM 10-Q ____________________________________________________________________________________________________ ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2023 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of ...

Westwood Holdings Group, Inc. (NYSE:WHG) Q2 2023 Earnings Conference Call August 2, 2023 4:30 PM ET Company Participants John Ehinger - Senior Vice President, Head of Legal & Chief Compliance Officer Brian Casey - Chief Executive Officer Terry Forbes - Chief Financial Officer Conference Call Participants Macrae Sykes - GAMCO Operator Good day and thank you for standing by. Welcome to the Second Quarter 2023 Westwood Holdings Group, Inc. Earnings Conference Call. At this time, all participants are in a liste ...

| --- | --- | |--------------------------------------------|-------| | | | | Presentation Westwood Holdings Group, Inc. | | High-Conviction Investing | Outcome-Oriented Solutions westwoodgroup.com Westwood Overview 2 Investing Where It Counts W Westwood | Delivering on Our Vision AUM1 | $16.2 B Employees3 | 143 Publicly Traded | NYSE: WHG 1June 30, 2023 firm wide AUM consisted of AUM of $15.0 billion and AUA of $1.2 billion. 2As of March 1, 2023 3As of June 30, 2023 Firm Overview Westwood is a focused inves ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________________________________ FORM 10-Q ____________________________________________________________________________________________________ ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2023 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________________________________ FORM 10-Q ____________________________________________________________________________________________________ ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2023 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 193 ...