Westwood Holdings Group Inc · NYSE:WHG
Westwood — Q2 2026 Earnings Presentation
13 slides from Westwood's earnings presentation, Aug 6, 2026
Slide 1: Westwood Holdings Group Investor Relations Presentation
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 Holdings Group Investor Relations Presentation AUGUST 2026 westwoodgroup.com
Slide 2: Westwood Overview
Westwood Overview 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 Trust & Wealth 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 Founded: 1983 and wealth services
Slide 4: High-Conviction, Multi-Asset Solutions
Westwood | High-Conviction, Multi-Asset Solutions Equities Tactical Asset Wealth Institutional Allocation Enhanced Balanced® Separate Income Opportunity Accounts U.S. Value Select Equity Multi-Asset Income Credit Opportunities WEBs Defined Volatility* Tactical Absolute Investment Grade Return Fixed
Slide 5: Product and Channel Diversification
Westwood | Product and Channel Diversification Strategy Assets by Institutional Breakdown Account Type Client Type 39% 23% 23% 49% 26% 25% 45% 25% 18% Equities Wealth Energy & Real Institutional Wealth Westwood Public Funds Sub-Advisory Corporate Assets Separate Management ETFs & Mutual Accounts & F
Slide 6: Culture and Commitment to Diversity
Westwood | Culture and Commitment to Diversity 50% 43 Values-based ESG AUM of of our corporate board $835 Celebrating 43 years as a female-founded company members are women million as of 12.31.25 in 2026 Westwood supported In 2025, more than 40% ~42% 50 of our employees of our new team charities thr
Slide 7: Financial Highlights
Financial Highlights 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 8: Financial Highlights
Financial | Highlights $25.3M $1.5M Revenues Income $17.9B -$1.6B Assets Under Management1 Net Flows 1 June 30, 2026 AUM consisted of AUM of $17.0 B and AUA of $1.0 B. 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: Appendix
Appendix 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: Westwood Funds and ETFs: ETF and Mutual Fund Disclaimer
ETF and Mutual Fund | Disclaimer To determine if an ETF is an appropriate investment for you, carefully consider the ETF’s investment objectives, Westwood Funds and ETFs risk factors and charges and expenses before investing. Fund Name Symbol This and other information can be found in the ETF’s pros
Slide 11: Reconciliation of Income Attributable to Westwood Holdings Group 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 12: 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 13: Westwood Holdings Group, Inc.
W E S T W O O D H O L D I N G S G R O U P, I N C . 200 Crescent Court, Suite 1200, Dallas, Texas 75201 | T 214.756.6900 | westwoodgroup.com
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