Westwood Holdings Group Inc · NYSE:WHG
Westwood — Investor Presentation (2025)
16 slides from Westwood's investor presentation, 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
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 Institutional Separate Accounts U.S. Equity Multi-Asset Wealth Mutual Funds LargeCap Value Income Opportunity Enhanced Balanced® MidCap Value Multi-Asset Income Select Equity Private Funds SMidCap Value Income Alternatives Credit Opportunities SmallC
Slide 5: Product and Channel Diversification
Westwood | Product and Channel Diversification Strategy Assets by Institutional Breakdown Account Type Client Type 49% 28% 23% 50% 26% 24% 44% 32% 17% 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 In 2Q24, Westwood launched the following ETFs: • Westwood Salient Enhanced Midstream Income ETF (MDST) on NYSE – $73M as of 12.31.24 • Westwood Salient Enhanced Energy Income ETF (WEEI) on Nasdaq – $14M as of 12.31.24 This is a significant milestone for Westwood and one that we have inv
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: 4Q 2024 Highlights
Financial | Highlights 4Q 2024 Highlights $25.6M Revenues $2.1M Comprehensive Income $17.6B Assets Under -$0.2B Net Flows Management1 1 December 31, 2024 AUM consisted of AUM of $16.6 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 Comprehensive Income to Economic Earnings
Reconciliation of Comprehensive 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 re
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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