Company Overview - Westwood Holdings Group manages \$18.3 billion in AUM, including \$17.3 billion in AUM and \$1.0 billion in AUA as of September 30, 2025[7, 22] - Employees and directors own approximately 33% of the company's equity[6] - The company reported revenues of \$24.3 million and income of \$3.7 million for 3Q 2025[20] Investment Strategy & Allocation - U S Value Equity accounts for 50% of the firm's strategy breakdown[12] - Multi-Asset/Multi-Strategy represents 28% of the strategy breakdown[12] - Wealth strategy accounts for 22% of the strategy breakdown[12] Client & Account Type - Institutional Separate Accounts & Other Managed Accounts comprise 52% of assets[12] - Wealth Management accounts for 25% of assets[12] - Westwood Mutual Funds & ETFs represent 23% of assets[12] Diversity & Inclusion - Approximately 41% of Westwood's employees are women[16] - Women hold 43% of the corporate board member positions[16] - In 2024, about 38% of new team members came from diverse backgrounds[16]