Westwood Holdings Group Inc.

Westwood Holdings Group Inc. is a Dallas, Texas-based investment management boutique and wealth management firm. Founded in 1983, the company's mission is to be an indispensable and trusted financial provider for families and institutions, delivering personalized and holistic advice, services, and investment solutions.

Westwood offers a diverse array of actively and passively-managed, outcome-oriented investment strategies. Its key offerings include U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return, and Managed Investment Solutions. These solutions are available to institutional investors, private wealth clients, and financial intermediaries through various vehicles such as separate accounts, the Westwood Funds® family of mutual funds, exchange-traded funds (ETFs), and other pooled vehicles. The firm also provides trust and custodial services.

As of the first quarter of 2026, Westwood Holdings Group reported assets under management (AUM) of $18.3 billion. Recent developments include the final close of Westwood Energy Secondaries Fund II, which exceeded $300 million in capital commitments, and its ETF platform surpassing $300 million in combined assets. Brian Casey serves as the Chief Executive Officer, and Susan M. Byrne is the Founder & Vice Chairman. The company maintains a significant employee and director equity ownership, totaling 37% as of March 2026.