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At Westwood Holdings Group, Inc.'s shareholder meeting held April 30, 2026, in the 2025-2026 proxy season, 94 asset managers reported how they voted on 9 ballot items in their SEC Form N-PX filings, covering 963 separate fund positions. On the most widely held item on that ballot — To cast a non-binding, advisory vote on Westwood's executive compensation. — Westwood Holdings Group, Inc.'s filing reports the proposal as approved, with 98% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: Westwood Holdings Group, Inc.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on May 5, 2026.
Download data (CSV): ballot items · votes by manager · column guide.
Compiled from SEC Form N-PX filings and Westwood Holdings Group, Inc.’s Form 8-K, filed May 5, 2026 (Item 5.07 on EDGAR). Page generated November 8, 2026.
Meeting of April 30, 2026: 9 items on Westwood Holdings Group, Inc.’s Form 8-K, filed May 5, 2026: 6 elected · 3 approved.
None.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Explore Westwood Holdings Group, Inc. in the interactive database Compare manager voting policies
These tallies are Westwood Holdings Group, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 5, 2026 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Brian O. Casey | 6,612,890 | 111,913 | 4,538 | -- | 1,301,955 | 98% | Elected | — |
| Elect Director: Ellen H. Masterson | 6,710,435 | 14,367 | 4,539 | -- | 1,301,955 | 99.7% | Elected | — |
| Elect Director: Randy A. Bowman | 6,570,522 | 51,098 | 107,721 | -- | 1,301,955 | 99.2% | Elected | — |
| Elect Director: J. Hale Hoak | 6,610,793 | 10,952 | 107,596 | -- | 1,301,955 | 99.8% | Elected | — |
| Elect Director: Katherine A. Murray | 6,716,891 | 10,946 | 1,504 | -- | 1,301,955 | 99.8% | Elected | — |
| Elect Director: Janice Ryan | 6,718,704 | 9,033 | 1,604 | -- | 1,301,955 | 99.8% | Elected | — |
| 2. BDO USA, p.c | 7,648,256 | 37,285 | 345,755 | -- | -- | 99.5% | Approved | — |
| 3. The Twelfth Amended and Restated Westwood Holdings Group, Inc | 5,767,466 | 943,420 | 18,455 | -- | 1,301,955 | 86% | Approved | — |
| 4. On a non-binding, advisory basis, the Company's executive compensation | 6,548,027 | 155,657 | 25,657 | -- | 1,301,955 | 98% | Approved | — |
Source: Westwood Holdings Group, Inc., Form 8-K, filed with the SEC on May 5, 2026 — read the filing on EDGAR.
Each item below shows how the 94 asset managers that disclosed a Westwood Holdings Group, Inc. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of six directors to hold office until the next annual meeting of Westwood's stockholders and until their respective successors shall have been duly elected and qualified: Brian O. Casey
Westwood Holdings Group, Inc.’s own tally for this item (“Elect Director: Brian O. Casey”): 6,612,890 for, 111,913 against, per its Form 8-K filed May 5, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “(a) Proposal 1 : The stockholders elected the directors listed below to hold office until the next annual meeting and until their respective successors shall have been duly elected and qualified.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 40 asset managers below reported 1,760,446 for, 373 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Allspring | 438,283 | 0 | 0 | 0 | For |
| Vanguard | 359,143 | 373 | 0 | 0 | For |
| BlackRock | 211,169 | 0 | 0 | 0 | For |
| Gabelli | 135,563 | 0 | 0 | 0 | For |
| Fidelity | 132,082 | 0 | 0 | 0 | For |
| AEGIS FUNDS | 97,606 | 0 | 0 | 0 | For |
| Brighthouse | 94,844 | 0 | 0 | 0 | For |
| Dimensional | 76,297 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 53,952 | 0 | 0 | 0 | For |
| EA Series Trust | 40,730 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 25,109 | 0 | 0 | 0 | For |
| Charles Schwab | 15,345 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 12,907 | 0 | 0 | 0 | For |
| Equitable | 11,859 | 0 | 0 | 0 | For |
| TIAA | 9,532 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,486 | 0 | 0 | 0 | For |
| Northern Trust | 5,433 | 0 | 0 | 0 | For |
| Invesco | 3,546 | 0 | 0 | 0 | For |
| Global X | 3,440 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,306 | 0 | 0 | 0 | For |
| State Street | 2,944 | 0 | 0 | 0 | For |
| Pacific Life | 2,932 | 0 | 0 | 0 | For |
| Jackson National | 2,857 | 0 | 0 | 0 | For |
| John Hancock | 2,610 | 0 | 0 | 0 | For |
| SA FUNDS INVESTMENT TRUST | 2,314 | 0 | 0 | 0 | For |
Showing the 25 largest of 40 asset managers. All 40 are in the interactive database (link above).
Combines 3 wordings of this item as funds reported it.
99.7% Majority: yes · of votes cast
Description as filed by funds: Election of six directors to hold office until the next annual meeting of Westwood's stockholders and until their respective successors shall have been duly elected and qualified: Ellen H. Masterson
Westwood Holdings Group, Inc.’s own tally for this item (“Elect Director: Ellen H. Masterson”): 6,710,435 for, 14,367 against, per its Form 8-K filed May 5, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “(a) Proposal 1 : The stockholders elected the directors listed below to hold office until the next annual meeting and until their respective successors shall have been duly elected and qualified.”
Support: 99.7% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 40 asset managers below reported 1,759,685 for, 1,134 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Allspring | 438,283 | 0 | 0 | 0 | For |
| Vanguard | 359,143 | 373 | 0 | 0 | For |
| BlackRock | 211,169 | 0 | 0 | 0 | For |
| Gabelli | 135,563 | 0 | 0 | 0 | For |
| Fidelity | 132,082 | 0 | 0 | 0 | For |
| AEGIS FUNDS | 97,606 | 0 | 0 | 0 | For |
| Brighthouse | 94,844 | 0 | 0 | 0 | For |
| Dimensional | 76,297 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 53,952 | 0 | 0 | 0 | For |
| EA Series Trust | 40,730 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 25,109 | 0 | 0 | 0 | For |
| Charles Schwab | 15,345 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 12,907 | 0 | 0 | 0 | For |
| Equitable | 11,859 | 0 | 0 | 0 | For |
| TIAA | 9,532 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,486 | 0 | 0 | 0 | For |
| Northern Trust | 5,433 | 0 | 0 | 0 | For |
| Invesco | 3,546 | 0 | 0 | 0 | For |
| Global X | 3,440 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,306 | 0 | 0 | 0 | For |
| State Street | 2,944 | 0 | 0 | 0 | For |
| Pacific Life | 2,932 | 0 | 0 | 0 | For |
| Jackson National | 2,857 | 0 | 0 | 0 | For |
| John Hancock | 2,610 | 0 | 0 | 0 | For |
| SA FUNDS INVESTMENT TRUST | 2,314 | 0 | 0 | 0 | For |
Showing the 25 largest of 40 asset managers. All 40 are in the interactive database (link above).
Combines 3 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
Description as filed by funds: Election of six directors to hold office until the next annual meeting of Westwood's stockholders and until their respective successors shall have been duly elected and qualified: J. Hale Hoak
Westwood Holdings Group, Inc.’s own tally for this item (“Elect Director: J. Hale Hoak”): 6,610,793 for, 10,952 against, per its Form 8-K filed May 5, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “(a) Proposal 1 : The stockholders elected the directors listed below to hold office until the next annual meeting and until their respective successors shall have been duly elected and qualified.”
Support: 99.8% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 40 asset managers below reported 1,760,058 for, 761 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Allspring | 438,283 | 0 | 0 | 0 | For |
| Vanguard | 359,516 | 0 | 0 | 0 | For |
| BlackRock | 211,169 | 0 | 0 | 0 | For |
| Gabelli | 135,563 | 0 | 0 | 0 | For |
| Fidelity | 132,082 | 0 | 0 | 0 | For |
| AEGIS FUNDS | 97,606 | 0 | 0 | 0 | For |
| Brighthouse | 94,844 | 0 | 0 | 0 | For |
| Dimensional | 76,297 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 53,952 | 0 | 0 | 0 | For |
| EA Series Trust | 40,730 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 25,109 | 0 | 0 | 0 | For |
| Charles Schwab | 15,345 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 12,907 | 0 | 0 | 0 | For |
| Equitable | 11,859 | 0 | 0 | 0 | For |
| TIAA | 9,532 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,486 | 0 | 0 | 0 | For |
| Northern Trust | 5,433 | 0 | 0 | 0 | For |
| Invesco | 3,546 | 0 | 0 | 0 | For |
| Global X | 3,440 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,306 | 0 | 0 | 0 | For |
| State Street | 2,944 | 0 | 0 | 0 | For |
| Pacific Life | 2,932 | 0 | 0 | 0 | For |
| Jackson National | 2,857 | 0 | 0 | 0 | For |
| John Hancock | 2,610 | 0 | 0 | 0 | For |
| SA FUNDS INVESTMENT TRUST | 2,314 | 0 | 0 | 0 | For |
Showing the 25 largest of 40 asset managers. All 40 are in the interactive database (link above).
Combines 3 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
Description as filed by funds: Election of six directors to hold office until the next annual meeting of Westwood's stockholders and until their respective successors shall have been duly elected and qualified: Janice Ryan
Westwood Holdings Group, Inc.’s own tally for this item (“Elect Director: Janice Ryan”): 6,718,704 for, 9,033 against, per its Form 8-K filed May 5, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “(a) Proposal 1 : The stockholders elected the directors listed below to hold office until the next annual meeting and until their respective successors shall have been duly elected and qualified.”
Support: 99.8% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 40 asset managers below reported 1,760,819 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Allspring | 438,283 | 0 | 0 | 0 | For |
| Vanguard | 359,516 | 0 | 0 | 0 | For |
| BlackRock | 211,169 | 0 | 0 | 0 | For |
| Gabelli | 135,563 | 0 | 0 | 0 | For |
| Fidelity | 132,082 | 0 | 0 | 0 | For |
| AEGIS FUNDS | 97,606 | 0 | 0 | 0 | For |
| Brighthouse | 94,844 | 0 | 0 | 0 | For |
| Dimensional | 76,297 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 53,952 | 0 | 0 | 0 | For |
| EA Series Trust | 40,730 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 25,109 | 0 | 0 | 0 | For |
| Charles Schwab | 15,345 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 12,907 | 0 | 0 | 0 | For |
| Equitable | 11,859 | 0 | 0 | 0 | For |
| TIAA | 9,532 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,486 | 0 | 0 | 0 | For |
| Northern Trust | 5,433 | 0 | 0 | 0 | For |
| Invesco | 3,546 | 0 | 0 | 0 | For |
| Global X | 3,440 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,306 | 0 | 0 | 0 | For |
| State Street | 2,944 | 0 | 0 | 0 | For |
| Pacific Life | 2,932 | 0 | 0 | 0 | For |
| Jackson National | 2,857 | 0 | 0 | 0 | For |
| John Hancock | 2,610 | 0 | 0 | 0 | For |
| SA FUNDS INVESTMENT TRUST | 2,314 | 0 | 0 | 0 | For |
Showing the 25 largest of 40 asset managers. All 40 are in the interactive database (link above).
Combines 3 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
Description as filed by funds: Election of six directors to hold office until the next annual meeting of Westwood's stockholders and until their respective successors shall have been duly elected and qualified: Katherine A. Murray
Westwood Holdings Group, Inc.’s own tally for this item (“Elect Director: Katherine A. Murray”): 6,716,891 for, 10,946 against, per its Form 8-K filed May 5, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “(a) Proposal 1 : The stockholders elected the directors listed below to hold office until the next annual meeting and until their respective successors shall have been duly elected and qualified.”
Support: 99.8% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 40 asset managers below reported 1,760,058 for, 761 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Allspring | 438,283 | 0 | 0 | 0 | For |
| Vanguard | 359,516 | 0 | 0 | 0 | For |
| BlackRock | 211,169 | 0 | 0 | 0 | For |
| Gabelli | 135,563 | 0 | 0 | 0 | For |
| Fidelity | 132,082 | 0 | 0 | 0 | For |
| AEGIS FUNDS | 97,606 | 0 | 0 | 0 | For |
| Brighthouse | 94,844 | 0 | 0 | 0 | For |
| Dimensional | 76,297 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 53,952 | 0 | 0 | 0 | For |
| EA Series Trust | 40,730 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 25,109 | 0 | 0 | 0 | For |
| Charles Schwab | 15,345 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 12,907 | 0 | 0 | 0 | For |
| Equitable | 11,859 | 0 | 0 | 0 | For |
| TIAA | 9,532 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,486 | 0 | 0 | 0 | For |
| Northern Trust | 5,433 | 0 | 0 | 0 | For |
| Invesco | 3,546 | 0 | 0 | 0 | For |
| Global X | 3,440 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,306 | 0 | 0 | 0 | For |
| State Street | 2,944 | 0 | 0 | 0 | For |
| Pacific Life | 2,932 | 0 | 0 | 0 | For |
| Jackson National | 2,857 | 0 | 0 | 0 | For |
| John Hancock | 2,610 | 0 | 0 | 0 | For |
| SA FUNDS INVESTMENT TRUST | 2,314 | 0 | 0 | 0 | For |
Showing the 25 largest of 40 asset managers. All 40 are in the interactive database (link above).
Combines 3 wordings of this item as funds reported it.
99.2% Majority: yes · of votes cast
Description as filed by funds: Election of six directors to hold office until the next annual meeting of Westwood's stockholders and until their respective successors shall have been duly elected and qualified: Randy A. Bowman
Westwood Holdings Group, Inc.’s own tally for this item (“Elect Director: Randy A. Bowman”): 6,570,522 for, 51,098 against, per its Form 8-K filed May 5, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “(a) Proposal 1 : The stockholders elected the directors listed below to hold office until the next annual meeting and until their respective successors shall have been duly elected and qualified.”
Support: 99.2% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 40 asset managers below reported 1,719,174 for, 41,644 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Allspring | 438,283 | 0 | 0 | 0 | For |
| Vanguard | 359,362 | 153 | 0 | 0 | For |
| BlackRock | 211,169 | 0 | 0 | 0 | For |
| Gabelli | 135,563 | 0 | 0 | 0 | For |
| Fidelity | 132,082 | 0 | 0 | 0 | For |
| AEGIS FUNDS | 97,606 | 0 | 0 | 0 | For |
| Brighthouse | 94,844 | 0 | 0 | 0 | For |
| Dimensional | 76,297 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 53,952 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 40,730 | 0 | 0 | Against |
| AIG/SunAmerica | 25,109 | 0 | 0 | 0 | For |
| Charles Schwab | 15,345 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 12,907 | 0 | 0 | 0 | For |
| Equitable | 11,859 | 0 | 0 | 0 | For |
| TIAA | 9,532 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,486 | 0 | 0 | 0 | For |
| Northern Trust | 5,433 | 0 | 0 | 0 | For |
| Invesco | 3,546 | 0 | 0 | 0 | For |
| Global X | 3,440 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,306 | 0 | 0 | 0 | For |
| State Street | 2,944 | 0 | 0 | 0 | For |
| Pacific Life | 2,932 | 0 | 0 | 0 | For |
| Jackson National | 2,857 | 0 | 0 | 0 | For |
| John Hancock | 2,610 | 0 | 0 | 0 | For |
| SA FUNDS INVESTMENT TRUST | 2,314 | 0 | 0 | 0 | For |
Showing the 25 largest of 40 asset managers. All 40 are in the interactive database (link above).
Combines 2 wordings of this item as funds reported it.
86% Approved · of votes cast
Description as filed by funds: To approve the Twelfth Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan.
Westwood Holdings Group, Inc.’s own tally for this item (“3. The Twelfth Amended and Restated Westwood Holdings Group, Inc”): 5,767,466 for, 943,420 against — passed, per its Form 8-K filed May 5, 2026 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 3 : The stockholders approved the Twelfth Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan.”
Support: 86% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 41 asset managers below reported 1,502,501 for, 258,628 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Allspring | 438,283 | 0 | 0 | 0 | For |
| Vanguard | 359,142 | 374 | 0 | 0 | For |
| BlackRock | 211,169 | 0 | 0 | 0 | For |
| Gabelli | 0 | 135,563 | 0 | 0 | Against |
| Fidelity | 132,082 | 0 | 0 | 0 | For |
| AEGIS FUNDS | 0 | 97,606 | 0 | 0 | Against |
| Brighthouse | 94,844 | 0 | 0 | 0 | For |
| Dimensional | 76,297 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 53,952 | 0 | 0 | 0 | For |
| EA Series Trust | 40,730 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 25,109 | 0 | 0 | 0 | For |
| Charles Schwab | 15,345 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 12,907 | 0 | 0 | 0 | For |
| Equitable | 11,459 | 400 | 0 | 0 | For |
| TIAA | 0 | 9,532 | 0 | 0 | Against |
| Lincoln Financial | 586 | 5,900 | 0 | 0 | Mixed |
| Northern Trust | 0 | 5,433 | 0 | 0 | Against |
| Invesco | 3,546 | 0 | 0 | 0 | For |
| Global X | 3,440 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,306 | 0 | 0 | 0 | For |
| State Street | 0 | 2,944 | 0 | 0 | Against |
| Pacific Life | 2,932 | 0 | 0 | 0 | For |
| Jackson National | 2,857 | 0 | 0 | 0 | For |
| John Hancock | 2,610 | 0 | 0 | 0 | For |
| SA FUNDS INVESTMENT TRUST | 2,314 | 0 | 0 | 0 | For |
Showing the 25 largest of 41 asset managers. All 41 are in the interactive database (link above).
Combines 4 wordings of this item as funds reported it.
98% Approved · of votes cast
Description as filed by funds: To cast a non-binding, advisory vote on Westwood's executive compensation.
Westwood Holdings Group, Inc.’s own tally for this item (“4. On a non-binding, advisory basis, the Company's executive compensation”): 6,548,027 for, 155,657 against — passed, per its Form 8-K filed May 5, 2026 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 4 : The stockholders approved, on a non-binding, advisory basis, the Company's executive compensation.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Allspring | 438,283 | 0 | 0 | 0 | For |
| Vanguard | 359,516 | 0 | 0 | 0 | For |
| BlackRock | 211,169 | 0 | 0 | 0 | For |
| Gabelli | 135,563 | 0 | 0 | 0 | For |
| Fidelity | 132,082 | 0 | 0 | 0 | For |
| AEGIS FUNDS | 97,606 | 0 | 0 | 0 | For |
| Brighthouse | 94,844 | 0 | 0 | 0 | For |
| Dimensional | 76,297 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 53,952 | 0 | 0 | 0 | For |
| EA Series Trust | 40,730 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 25,109 | 0 | 0 | 0 | For |
| Charles Schwab | 15,345 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 12,907 | 0 | 0 | 0 | For |
| Equitable | 11,859 | 0 | 0 | 0 | For |
| TIAA | 9,532 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,486 | 0 | 0 | 0 | For |
| Northern Trust | 5,433 | 0 | 0 | 0 | For |
| Invesco | 0 | 3,546 | 0 | 0 | Against |
| Global X | 3,440 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,306 | 0 | 0 | 0 | For |
| State Street | 2,944 | 0 | 0 | 0 | For |
| Pacific Life | 2,932 | 0 | 0 | 0 | For |
| Jackson National | 2,857 | 0 | 0 | 0 | For |
| John Hancock | 2,610 | 0 | 0 | 0 | For |
| SA FUNDS INVESTMENT TRUST | 2,314 | 0 | 0 | 0 | For |
Fund voting reports, all 40 managers: 1,757,273 for, 3,546 against. Showing the 25 largest; every one is in the interactive database (link above).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Allspring | 591,557 | 0 | 0 | 0 | For |
| Settian Capital LP | 470,515 | 0 | 0 | 0 | For |
| Gabelli | 465,173 | 0 | 0 | 0 | For |
| WESTWOOD HOLDINGS GROUP INC | 391,730 | 0 | 0 | 0 | For |
| Renaissance | 324,079 | 0 | 0 | 0 | For |
| KING LUTHER CAPITAL MANAGEMENT CORP | 210,000 | 0 | 0 | 0 | For |
| BlackRock | 208,773 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 132,755 | 0 | 0 | 0 | For |
| Garner Asset Management Corp | 117,265 | 0 | 0 | 0 | For |
| State Street | 76,570 | 0 | 0 | 0 | For |
| Northern Trust | 60,242 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 55,452 | 0 | 0 | 0 | For |
| Peapod Lane Capital LLC | 52,093 | 0 | 0 | 0 | For |
| T. Rowe Price | 49,066 | 0 | 0 | 0 | For |
| Vanguard | 43,148 | 0 | 0 | 0 | For |
| BANK OF AMERICA NA | 39,451 | 0 | 0 | 0 | For |
| De Lisle Partners LLP | 35,640 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 0 | 26,654 | 0 | 0 | Against |
| LEVIN CAPITAL STRATEGIES, L.P. | 25,508 | 0 | 0 | 0 | For |
| Dimensional | 19,674 | 0 | 0 | 0 | For |
| Maryland State Retirement & Pension System | 15,743 | 0 | 0 | 0 | For |
| Charles Schwab | 15,345 | 0 | 0 | 0 | For |
| Connor, Clark & Lunn Investment Management Ltd. | 11,575 | 0 | 0 | 0 | For |
| Nuveen | 9,532 | 0 | 0 | 0 | For |
| Invesco | 0 | 7,107 | 0 | 0 | Against |
Institutional-manager reports, all 68 managers: 3,450,960 for, 41,853 against. Showing the 25 largest; every one is in the interactive database (link above).
99.5% Approved · of votes cast
Description as filed by funds: Ratification of the appointment of BDO USA, P.C. as Westwood's independent auditors for the year ending December 31, 2026.
Westwood Holdings Group, Inc.’s own tally for this item (“2. BDO USA, P.C”): 7,648,256 for, 37,285 against — passed, per its Form 8-K filed May 5, 2026 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 2 : The stockholders ratified BDO USA, P.C. as the Company's independent auditors for the year ending December 31, 2026.”
Support: 99.5% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 40 asset managers below reported 1,760,819 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Allspring | 438,283 | 0 | 0 | 0 | For |
| Vanguard | 359,516 | 0 | 0 | 0 | For |
| BlackRock | 211,169 | 0 | 0 | 0 | For |
| Gabelli | 135,563 | 0 | 0 | 0 | For |
| Fidelity | 132,082 | 0 | 0 | 0 | For |
| AEGIS FUNDS | 97,606 | 0 | 0 | 0 | For |
| Brighthouse | 94,844 | 0 | 0 | 0 | For |
| Dimensional | 76,297 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 53,952 | 0 | 0 | 0 | For |
| EA Series Trust | 40,730 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 25,109 | 0 | 0 | 0 | For |
| Charles Schwab | 15,345 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 12,907 | 0 | 0 | 0 | For |
| Equitable | 11,859 | 0 | 0 | 0 | For |
| TIAA | 9,532 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,486 | 0 | 0 | 0 | For |
| Northern Trust | 5,433 | 0 | 0 | 0 | For |
| Invesco | 3,546 | 0 | 0 | 0 | For |
| Global X | 3,440 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,306 | 0 | 0 | 0 | For |
| State Street | 2,944 | 0 | 0 | 0 | For |
| Pacific Life | 2,932 | 0 | 0 | 0 | For |
| Jackson National | 2,857 | 0 | 0 | 0 | For |
| John Hancock | 2,610 | 0 | 0 | 0 | For |
| SA FUNDS INVESTMENT TRUST | 2,314 | 0 | 0 | 0 | For |
Showing the 25 largest of 40 asset managers. All 40 are in the interactive database (link above).
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 9,484,473 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Allspring | 4.62% |
| 2 | Vanguard | 3.79% |
| 3 | BlackRock | 2.23% |
| 4 | Gabelli | 1.43% |
| 5 | Fidelity | 1.39% |
| 6 | AEGIS FUNDS | 1.03% |
| 7 | Brighthouse | 1.00% |
| 8 | Dimensional | 0.80% |
| 9 | BRIDGEWAY FUNDS INC | 0.57% |
| 10 | EA Series Trust | 0.43% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Allspring | 6.24% |
| 2 | Settian Capital LP | 4.96% |
| 3 | Gabelli | 4.90% |
| 4 | WESTWOOD HOLDINGS GROUP INC | 4.13% |
| 5 | Renaissance | 3.42% |
| 6 | KING LUTHER CAPITAL MANAGEMENT CORP | 2.21% |
| 7 | BlackRock | 2.20% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.40% |
| 9 | Garner Asset Management Corp | 1.24% |
| 10 | State Street | 0.81% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| Holder | % outstanding | Disclosure |
|---|---|---|
| J. Hale Hoak | 8.75% | DEF14A |
| Hoak Public Equities, L.P. | 7.91% | DEF14A |
| Allspring Global Investments Holdings LLC | 6.40% | DEF14A |
| Brian O. Casey | 5.59% | DEF14A |
| BlackRock Fund Advisors | 5.41% | DEF14A |
| BlackRock | 5.37% | 13F |
| Settian Capital LP | 4.96% | DEF14A |
| GAMCO INVESTORS, INC. ET AL | 4.68% | 13D |
| Vanguard Group | 4.20% | 13F |
| Renaissance Technologies | 3.70% | 13F |
Percentages above are of 9,484,473 shares outstanding, as reported by Westwood Holdings Group, Inc. on its Form 10-K dated February 27, 2026 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Westwood Holdings Group, Inc.’s 10-K dated February 27, 2026. This page is a static snapshot rebuilt weekly on November 8, 2026; a live search always shows the current data.
Westwood Holdings Group, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).
proxyvotesnow.com, “Westwood Holdings Group (WHG) 2026 Annual Meeting: Vote Results”, https://proxyvotesnow.com/company/westwood-holdings-group-inc/2026 (version of November 8, 2026). Derived from SEC Form N-PX and Form 8-K filings; tables licensed CC BY 4.0. Licence: CC BY 4.0.