SCHEDULE: BlackRock Discloses 5.1% Stake in Westwood Holdings

BlackRock, Inc. has reported a 5.1% beneficial ownership stake in Westwood Holdings Group Inc., holding 475,431 common shares as of September 30, 2025.

Summary

• BlackRock, Inc. has filed a Schedule 13G, disclosing beneficial ownership of 475,431 shares of common stock in Westwood Holdings Group Inc.
• This ownership represents 5.1% of the total outstanding common stock of Westwood Holdings Group Inc.
• BlackRock holds sole voting power over 463,997 shares and sole dispositive power over 475,431 shares.
• The filing indicates that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
• The beneficial ownership is attributed to certain business units of BlackRock, Inc. and its subsidiaries and affiliates, including BlackRock Advisors, LLC, BlackRock Fund Advisors, BlackRock Institutional Trust Company, National Association, BlackRock Financial Management, Inc., and BlackRock Investment Management, LLC.

Sentiment

Score: 5

Explanation: The filing is a routine regulatory disclosure of beneficial ownership, indicating a neutral sentiment as it primarily conveys factual information without suggesting positive or negative performance for the issuer.

Positives

• BlackRock, a prominent institutional investor, holds a significant 5.1% stake in Westwood Holdings Group Inc., which can be viewed as a vote of confidence or a sign of institutional interest.
• BlackRock's certification confirms that the shares are held for investment purposes in the ordinary course of business, without intent to influence or change control of Westwood Holdings Group Inc.

Negatives

• No specific negative aspects for Westwood Holdings Group Inc. are disclosed in this beneficial ownership filing.

Risks

• No specific risks to Westwood Holdings Group Inc. were detailed in this beneficial ownership disclosure. BlackRock certified that its holdings are not for the purpose of changing or influencing control, mitigating a potential risk of activist involvement.

Future Outlook

This filing is a disclosure of current beneficial ownership and does not provide any forward-looking statements or guidance regarding Westwood Holdings Group Inc.'s future performance or BlackRock's future investment intentions beyond the certification of passive holding.

Management Comments

• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11."

Industry Context

This Schedule 13G filing is a routine regulatory disclosure by a large institutional investor, BlackRock, Inc., indicating its passive ownership stake in Westwood Holdings Group Inc. Such filings are common in the investment management industry, providing transparency on significant holdings without implying an intent to actively influence corporate governance or strategy.

Stakeholder Impact

• Shareholders of Westwood Holdings Group Inc. are informed of a significant institutional ownership stake by BlackRock, Inc., which may be perceived as a positive indicator of institutional interest and stability.

Key Dates

Keywords

Westwood Holdings Group Inc., BlackRock, Beneficial Ownership, Institutional Investor, Common Stock, SEC Filing, Schedule 13G, Investment Management