Westwood Holdings Group, Inc. Overview
Pro stress-test →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 and wealth services, to institutional, intermediary and private wealth clients. Founded in 1983, the firm specializes in U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions across separate accounts, mutual funds, ETFs and pooled vehicles.
Strategic Profile
Pro stress-test →Westwood's client-first approach has fostered strong, long-term client relationships due to unwavering commitment to delivering bespoke investment strategies with a vehicle-optimized approach, exceptional counsel and unparalleled client service. As of Q1 2026, Assets Under Management grew to $18.3 billion, and Enhanced Income Series ETFs surpassed $300 million.
Competitive Landscape
Pro stress-test →Westwood competes in the boutique asset management space against larger diversified managers (BlackRock, Vanguard, Invesco) and specialized fixed-income/equity platforms. Its positioning emphasizes active management, specialized strategies (Energy & Real Assets, Income), and high-touch client service. The firm's $18.3B AUM and niche focus differentiate it from mega-cap competitors but limit scale advantages.
Industry Context
Westwood Holdings Group, Inc. operates in Boutique active asset management.
Key facts
Founded: 1983 · Headquarters: Dallas, US · Employees: Unknown · Revenue: $25M (Q1 2026) · Market cap: $155.5M