Company Overview - Westwood Holdings Group is an asset management firm offering investment strategies and wealth services[5] - The firm's Assets Under Management (AUM) totaled $18.3 billion as of June 30, 2025, including $17.3 billion in AUM and $0.9 billion in Assets Under Advisement (AUA)[7, 20] - Employees and directors own approximately 33% of the company's equity[6] Investment Strategies and Asset Allocation - U S Value Equity accounts for 51% of the firm's strategy breakdown[12] - Multi-Asset/Multi-Strategy represents 28% of the strategy breakdown[12] - Wealth strategy makes up 21% of the strategy breakdown[12] Client Base - Institutional Separate Accounts & Other Managed Accounts comprise 53% of assets by account type[12] - Wealth Management accounts for 24% of assets by account type[12] - Westwood Mutual Funds & ETFs represent 23% of assets by account type[12] Diversity and Inclusion - Women make up 41% of the company's employees[16] - Women hold 43% of the corporate board member positions[16] Financial Performance - The company's revenues for Q2 2025 were $23.1 million[20] - The company reported income of $1.0 million for Q2 2025[20]

Company Overview - Westwood Holdings Group's AUM was $18.0 billion as of March 31, 2025, including $17.0 billion in AUM and $1.0 billion in AUA[7] - Employees and directors own approximately 33% of the company's equity[6] - The company reported total revenues of $23.2 million and net income of $0.5 million for 1Q 2025[21] Investment Strategies and Products - U.S Value Equity accounts for 51% of the firm's strategy breakdown[12] - Multi-Asset/Multi-Strategy represents 28% of the firm's strategy breakdown[12] - Wealth strategy accounts for 21% of the firm's strategy breakdown[12] - Institutional Separate Accounts & Other Managed Accounts make up 53% of assets by account type[12] - Westwood Mutual Funds & ETFs represent 23% of assets by account type[12] ETF Platform - Westwood launched its ETF platform in 2024 and has five funds[14, 15] Diversity and Inclusion - Approximately 41% of Westwood's employees are women[17] - Around 20% of the corporate board members are women[17] - In 2024, about 38% of new team members came from diverse backgrounds[17]