WESTWOOD HOLDINGS GROUP INC

Westwood Holdings Group, Inc. (NYSE: WHG) operates as an investment management and wealth management firm serving institutional investors, high net worth individuals, and families through its subsidiaries. The company maintains a website at westwoodgroup.com.

Founded in 1983, Westwood manages approximately $16.5 billion in assets under management and $0.9 billion in assets under advisement as of December 31, 2025. The firm operates through two primary business segments: Westwood Management, which provides investment advisory services, and Westwood Trust, a state-chartered trust company established in 1974 that offers fiduciary, custodial, and investment management services.

Westwood Management operates as a registered investment adviser offering six distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, Income Alternatives, and Managed Investment Solutions. The firm provides services through multiple distribution channels including institutional separate accounts, mutual funds under the Westwood Funds brand, exchange-traded funds, and sub-advisory arrangements. Notable investment strategies include LargeCap Value, SmallCap Value, MLP & Energy Infrastructure, and Income Opportunity, each managing over $1 billion in assets. The company launched two new actively-managed ETFs in 2025 and operates a family of mutual funds totaling $3.9 billion in assets.

Westwood Trust serves high net worth and ultra-high net worth individuals, families, and institutions through customizable trust services, financial planning, wealth transfer planning, and investment management utilizing both individual securities and commingled funds. The firm emphasizes asset class diversification through its Enhanced Balanced Portfolios and specialized strategies including Select Equity, Dividend Select, and Thematic Innovation and Growth offerings.

The company employs 148 full-time employees, all located in the United States. Westwood has made strategic investments in Vista Bancshares, Westwood Hospitality Fund, the Texas Stock Exchange parent company, and WEBs Investments Inc. Recent acquisitions include a controlling interest in Broadmark Asset Management in 2023 and the Salient Advisors platform in 2022, which expanded the firm's product offerings and distribution capabilities. Approximately 41 percent of the workforce is female, and minorities represent approximately 31 percent of employees.