Investor

Relations

Presentation

Westwood Holdings Group, Inc.

High-Conviction Investing | Outcome-Oriented Solutions

westwoodgroup.com

2 Investing Where It Counts

Westwood | Delivering on Our Vision

Firm Overview

Westwood is a focused investment management boutique and wealth management firm, offering a broad array of investment solutions to institutional investors and financial intermediaries

Investment Management

Wealth Management

Core Investment

Attributes

High Conviction

Team Driven

Risk Aware

Employee Ownership

Structure

Employees and directors own equity, totaling approximately 28%2; no employee owns more than 5%

Investment Capabilities

U.S. Value Equity

Systematic Equity

Multi-Asset

Income Alternatives

Energy & Real Assets

Tactical Absolute

Return

Investment Vehicles

Separate Accounts

Private Funds

Mutual Funds

Collective

Advisor SMA and

Investment

Trusts

Model Delivery

Founded | 1983

AUM1 | $15.5 B

Employees3 | 143

Publicly Traded | NYSE: WHG

Signatory |

Westwood and Westwood Management are the trade names for Westwood Holdings Group, Inc. ("WHG"), which together with its wholl y owned subsidiaries, Westwood Management Corp. ("WMC"), Westwood Advisors, LLC ("WA"), Westwood Trust ("WT"), Salient Advisors, LP ("SA") and its affiliate Broadmark Asset Management, LLC ("Broadmark"), provides investment and portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, pooled investment vehicles, and sovereign wealth funds. WMC, WA, SA and Broadmark are SEC registered investment advisors. Registration as an investment advisor does not imply any level of skill or training. WT is a Texas chartered Trust company overseen by the Texas Department of Banking. Westwood does not offer legal or tax advice. Please contact your attorney and or tax professional for advice regarding your specific situation.

3 Investing Where It Counts

1September 30, 2023 firm wide AUM consisted of AUM of $14.4 billion and AUA of $1.1 billion. 2As of March 1, 2023

3As of September 30, 2023

Westwood | High-Conviction Equity and Solutions

Institutional Separate

Accounts

Mutual Funds

SMA / Model

Other Pooled Vehicles

U.S. Equity

•

LargeCap Value

•

SmallCap Value

•

MidCap Value

•

AllCap Value

•

SMidCap Value

•

Income Opportunity

•

High Income

Multi-Asset

•

Total Return

•

Tactical Absolute Return

• Real Estate and Infrastructure

•

Energy Infrastructure

•

Enhanced Balanced® •

High Alpha

Wealth

•

Select Equity

•

Private Equity

•

Dividend Select

•

Credit Opportunities

4 Investing Where It Counts

Westwood | Product and Channel Diversification

Strategy

Breakdown

Assets by

Institutional

Account Type

Client Type

50%

29%

21%

U.S. Value

Multi-Asset/

Wealth

Equity

Multi-Strategy

47%

26%

27%

Institutional

Wealth

Westwood

Separate

Management

Mutual Funds

Accounts &

Other Managed

Accounts

45% 29% 17%

Public Funds

Sub-Advisory

Corporate

8% 1%

Foundations/ Taft-Hartley

Endowments

Percentages in the Strategy Breakdown and Assets by Account Type charts are based upon firm-wide assets under management as of September 30, 2023. Percentages in the Institutional Client Type chart are based upon the assets under management of Westwood Management Corp only, less assets managed for private individuals, managed accounts and collective investment trusts.

5 Investing Where It Counts

Westwood | New Capability

M A N A G E D I N V E S T M E N T S O L U T I O N S G R O U P

Actively Designed. Passively Managed. A Blend of Both Worlds.

Delivering investment solutions in a consultative and customized manner specifically designed for a diverse range of institutional and wealth clients. Solutions include tax management, direct indexing, index alpha, factor based, ESG, thematic investing and quantitatively managed customized outcomes.

Brand

Diversification

Adaptable

Enhancement

Rounds out our capability

Adds transparent, rules-

Exposure to a wider variety

set allowing us to

based solutions that are

complement existing

customizable and adaptable

of clients and larger

strategies and have

as client preferences and

institutional asset pools will

solutions for a wider variety

market trends change

continue to expand our

of clients' unique needs

brand profile

Diversify our product offerings, broaden our client base and enhance our revenue streams.

6 Investing Where It Counts

Westwood | Culture and Commitment to Diversity

33%

Values-based ESG AUM of

$914

of our corporate board

are women

million as of 12.31.22

40

Celebrating 40 years as a female-founded company

43%

In 2022,

Westwood supported

~44%

more than

of our employees are women

25

33%

of our new team members

came from diverse

charities through

of employees holding titles

backgrounds

our corporate giving

of VP and above are women

programs in 2022

as of 12.31.22

7 Investing Where It Counts

Wealth Management | Ecosystem

Financial

Planning

Estate

Private

Planning

Bank

& Trust

Services*

Services

Alternative

InvestmentsInvestment

(PE)Management

*Banking services are provided through Vista Bank.

8 Investing Where It Counts

9 Investing Where It Counts

Financial | Highlights

3Q 2023 Highlights

$21.9M

$4.4M

Revenues

Net Income

$15.5B

-$0.3B

Assets Under

Net Flows

Management1

1 September 30, 2023 AUM consisted of AUM of $14.4 B and AUA of $1.1 B.

10 Investing Where It Counts

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Disclaimer

Westwood Holdings Group Inc. published this content on 31 October 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 31 October 2023 20:35:32 UTC.