Investor Relations Presentation Westwood Holdings Group westwoodgroup.com 1 INTEGRITY | RELIABILITY | RESULTS Westwood Overview 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, ...

Core Insights - Westwood Holdings Group, Inc. reported strong performance in Q1 2025, with significant achievements in both Institutional and Intermediary channels, including a nearly $1 billion sub-advisory mandate in Small Cap Value strategy and the best sales quarter since 2022 in the Intermediary channel [2][3] - The company launched the LBRTY Global Equity ETF and celebrated the one-year anniversary of the MDST ETF, which has an annualized distribution rate of 10.5% [1][2] - Firmwide assets under management (AUM) totaled $18.0 billion, comprising $17.0 billion in AUM and $1.0 billion in assets under advisement (AUA) [3] Financial Performance - Quarterly revenues were $23.3 million, down from $25.6 million in the previous quarter but up from $22.7 million a year ago [7] - Net income for Q1 2025 was $0.5 million, a decrease from $2.1 million in Q4 2024 and $2.3 million in Q1 2024 [4][5] - Diluted earnings per share (EPS) were $0.05 compared to $0.24 in Q4 2024 and $0.27 in Q1 2024 [4][5] Economic Earnings - Non-GAAP Economic Earnings for Q1 2025 were $2.5 million, or $0.29 per share, compared to $3.4 million, or $0.39 per share in Q4 2024, and $3.0 million, or $0.36 per share in Q1 2024 [4][5][7] - The company declared a cash dividend of $0.15 per common share, payable on July 1, 2025 [7] Balance Sheet and Cash Flow - As of March 31, 2025, total assets were $134.988 million, down from $149.989 million at the end of Q4 2024 [14] - Cash and cash equivalents decreased to $9.418 million from $18.847 million in the previous quarter [15] - Stockholders' equity totaled $119.3 million, with no debt reported [7][14]