Westwood Holdings Group, Inc. (NYSE:WHG) Q1 2023 Earnings Conference Call April 26, 2023 4:30 PM ET Company Participants Jill Meyer - SVP, Director, Fiduciary Services, Legal, & Comp Brian Casey - Chief Executive Officer Terry Forbes - Chief Financial Officer Conference Call Participants Mac Sykes - Gabelli Operator Good day and thank you for standing by. Welcome to the Westwood Holdings Group First Quarter 2023 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the sp ...

| --- | --- | |---------------------------------|-------| | | | | Investor Relations Presentation | | 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 | 147 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 intermedia ...

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, 2022 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commis ...

| --- | --- | |-------------------------------|---------------------------| | | | | | | | | Investing Where It Counts | | Westwood Holdings Group, Inc. | | | Overview | | High-Conviction Investing | Outcome-Oriented Solutions westwoodgroup.com Westwood Holdings Group, Inc. | Overview 2 Investing Where It Counts Westwood | Forward With Resolve 1Dec. 31, 2022 firm wide AUM consisted of AUM of $14.8 billion and AUA of $1.3 billion. 2As of March 1, 2022 3As of Dec. 31, 2022 Firm Overview Westwood is a focused i ...

Westwood Holdings Group, Inc. (NYSE:WHG) Q4 2022 Earnings Conference Call February 15, 2023 4:30 PM ET Company Participants Brian Casey – Chief Executive Officer Terry Forbes – Chief Financial Officer Conference Call Participants Operator Good day and welcome to the Fourth Quarter 2022 Westwood Holdings Group Earnings Conference Call. At this time all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. [Operator Instructions] Please be advised ...

Westwood Holdings Group, Inc. (NYSE:WHG) Q3 2022 Earnings Conference Call October 26, 2022 4:30 PM ET Company Participants Julie Gerron - General Counsel Brian Casey - CEO Terry Forbes - CFO Conference Call Participants Macrae Sykes - GAMCO Investors Operator Hello and thank you for standing by. Welcome to the Third Quarter 2022 Westwood Holdings Group Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker presentation, -- [Operator Instructions] It is now my p ...

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, 2022 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of ...

| --- | --- | |------------------------------------|---------------------------| | | | | | | | | Investing Where It Counts | | Westwood Holdings Group, Inc. | | | | | | Investing Where It Counts Overview | | High-Conviction Investing | Outcome-Oriented Solutions westwoodgroup.com Westwood Holdings Group, Inc. | Overview 2 Investing Where It Counts Westwood | Forward With Resolve 2 Firm Overview We are a focused investment management boutique and wealth management firm offering high-conviction equity and out ...

Westwood Holdings Group, Inc. (NYSE:WHG) Q2 2022 Earnings Conference Call July 27, 2022 4:30 PM ET Company Participants Julie Gerron - General Counsel Brian Casey - Chief Executive Officer Terry Forbes - Chief Financial Officer Conference Call Participants Macrae Sykes - Gabelli Operator Hello. Thank you for standing by and welcome to Westwood Holdings Group, Inc. Second Quarter 2022 Earnings Conference Call. [Operator Instructions] Please be advised that today’s conference is being recorded. I would now li ...

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, 2022 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 ...