Westwood Holdings Group westwoodgroup.com 1 INTEGRITY | RELIABILITY | RESULTS Westwood Overview Investor Relations Presentation 2 I N T E G R I T Y | R E L I A B I L I T Y | R E S U L T S Westwood | Investing for the Future Firm Overview Westwood Holdings Group is a boutique asset management firm that offers a diverse array of actively-managed and outcome-oriented investment strategies along with white-glove trust and wealth services to institutional, intermediary and private wealth clients. Based in Texas, ...

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]