Westwood Holdings Group Inc · NYSE:WHG
Westwood — Investor Presentation (May 2025)
16 slides from Westwood's investor presentation, May 2025
Slide 1: Investor Relations Presentation
Investor Relations Presentation Westwood Holdings Group westwoodgroup.com 1 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
Slide 2: Westwood Overview
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
Slide 3: Westwood | Investing for the Future - Firm Overview
Westwood | Investing for the Future Investment Management Firm Overview Westwood Holdings Group is a boutique asset management firm that offers a Trust & Wealth diverse array of actively-managed and outcome-oriented investment strategies along with white-glove trust and wealth services to institutio
Slide 4: High-Conviction, Multi-Asset Solutions
Westwood | High-Conviction, Multi-Asset Solutions Equity Tactical Asset Wealth Allocation Institutional Separate Accounts U.S. Value Income Opportunity Enhanced Balanced® LBRTY ETFs Multi-Asset Income Select Equity Mutual Funds Tactical Absolute Defined Volatility Credit Opportunities and ETFs ETFs
Slide 5: Product and Channel Diversification
Westwood | Product and Channel Diversification Strategy Assets by Institutional Breakdown Account Type Client Type 51% 28% 21% 53% 24% 23% 39% 39% 15% U.S. Value Multi-Asset/ Wealth Institutional Wealth Westwood Public Funds Sub-Advisory Corporate Equity Multi-Strategy Separate Management Mutual Fun
Slide 6: ETF Platform
ETF Platform Westwood launched our ETF platform in 2024. With our partnership with WEBs which was announced in late 2024 and our most recent launch, we now have five funds on our platform. We plan to continue to grow the platform but will do so strategically, based on market opportunities and client
Slide 7: Culture and Commitment to Diversity
Westwood | Culture and Commitment to Diversity 20% 42 Values-based ESG AUM of of our corporate board $970 Celebrating 42 years as a members are women million as of 12.31.24 female-founded company In 2024, Westwood supported 41% ~38% more than of our employees are women of our new team members 60 cam
Slide 8: Wealth Management | Ecosystem
Wealth Management | Ecosystem Financial Planning Estate Private Planning Bank & Trust Services* Services Alternative Investments Investment (PE) Management *Vista Bank 8 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
Slide 9: Texas Stock Exchange
Westwood | Texas Stock Exchange 9 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
Slide 10: Financial Highlights
Financial Highlights 10 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
Slide 11: 1Q 2025 Highlights
Financial | Highlights 1Q 2025 Highlights $23.2M Revenues $0.5M Income $18.0B Assets Under +$0.6B Net Flows Management1 1 March 31, 2025 AUM consisted of AUM of $17.0 B and AUA of $1.0 B. 11 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
Slide 12: Appendix
Appendix 12 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
Slide 13: Mutual Fund and ETF | Disclaimer
Mutual Fund and ETF | Disclaimer U.S. Equity and Multi-Asset Funds To determine if an ETF is an appropriate investment for you, (I-Shares and ETFs) carefully consider the ETF’s investment objectives, risk factors and charges and expenses before investing. This and Mutual Fund Name Symbol other infor
Slide 14: Reconciliation of Income Attributable to Westwood Holdings Group, Inc. to Economic Earnings
Reconciliation of Income Attributable to Westwood Holdings Group, Inc. to Economic Earnings We are providing a performance measure that we refer to as Economic Earnings. Both our management and Board of Directors review Economic Earnings to evaluate our ongoing performance, allocate resources and de
Slide 15: Forward-Looking Statements
Westwood | Forward-Looking Statements Statements in this presentation that are not purely historical facts, including, without limitation, statements about our expected future financial position, preliminary estimates, results of operations or cash flows, as well as other statements including, witho
Slide 16: Westwood Holdings Group, Inc.
WESTWOOD HOLDINGS GROUP, INC. 200 Crescent Court, Suite 1200, Dallas, Texas 75201 T. 214.756.6900 westwoodgroup.com
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