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Home › Companies › Westwood Holdings Group, Inc. › 2025-2026

Westwood Holdings Group, Inc. 2025-2026 Proxy Voting Records

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.

  • 9Ballot items
  • 94Asset managers
  • 963Fund votes
  • April 30, 2026Meeting date

Results at a glance

Meeting of April 30, 2026: 9 items on Westwood Holdings Group, Inc.’s Form 8-K, filed May 5, 2026: 6 elected · 3 approved.

Material dissent

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

Proxy season: 2023-2024 2024-2025 2025-2026

Explore Westwood Holdings Group, Inc. in the interactive database Compare manager voting policies

Official 2025-2026 meeting results reported by Westwood Holdings Group, Inc.

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.

Westwood Holdings Group, Inc. — official shareholder meeting results, meeting held April 30, 2026
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: Brian O. Casey 6,612,890111,9134,538 --1,301,955 98%Elected—
Elect Director: Ellen H. Masterson 6,710,43514,3674,539 --1,301,955 99.7%Elected—
Elect Director: Randy A. Bowman 6,570,52251,098107,721 --1,301,955 99.2%Elected—
Elect Director: J. Hale Hoak 6,610,79310,952107,596 --1,301,955 99.8%Elected—
Elect Director: Katherine A. Murray 6,716,89110,9461,504 --1,301,955 99.8%Elected—
Elect Director: Janice Ryan 6,718,7049,0331,604 --1,301,955 99.8%Elected—
2. BDO USA, p.c 7,648,25637,285345,755 ---- 99.5%Approved—
3. The Twelfth Amended and Restated Westwood Holdings Group, Inc 5,767,466943,42018,455 --1,301,955 86%Approved—
4. On a non-binding, advisory basis, the Company's executive compensation 6,548,027155,65725,657 --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.

How asset managers voted at the Westwood Holdings Group, Inc. 2025-2026 meeting

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.

1. Elect Director: Brian O. Casey

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 3 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%
FOR: 6,612,890AGAINST: 111,913
Details: description as filed, official tally, votes by 40 asset managers

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.

FOR
FOR: 1,760,446AGAINST: 373
Largest asset managers voting on “Election of six directors to hold office until the next annual meeting of Westwood's stockholders and until th” at Westwood Holdings Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Allspring438,2830 00For
Vanguard359,143373 00For
BlackRock211,1690 00For
Gabelli135,5630 00For
Fidelity132,0820 00For
AEGIS FUNDS97,6060 00For
Brighthouse94,8440 00For
Dimensional76,2970 00For
BRIDGEWAY FUNDS INC53,9520 00For
EA Series Trust40,7300 00For
AIG/SunAmerica25,1090 00For
Charles Schwab15,3450 00For
QUANTITATIVE MASTER SERIES LLC12,9070 00For
Equitable11,8590 00For
TIAA9,5320 00For
Lincoln Financial6,4860 00For
Northern Trust5,4330 00For
Invesco3,5460 00For
Global X3,4400 00For
Bridge Builder Trust3,3060 00For
State Street2,9440 00For
Pacific Life2,9320 00For
Jackson National2,8570 00For
John Hancock2,6100 00For
SA FUNDS INVESTMENT TRUST2,3140 00For

Showing the 25 largest of 40 asset managers. All 40 are in the interactive database (link above).

2. Elect Director: Ellen H. Masterson

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 3 wordings of this item as funds reported it.

99.7% Majority: yes · of votes cast

FOR 99.7%
FOR: 6,710,435AGAINST: 14,367
Details: description as filed, official tally, votes by 40 asset managers

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.

FOR
FOR: 1,759,685AGAINST: 1,134
Largest asset managers voting on “Election of six directors to hold office until the next annual meeting of Westwood's stockholders and until th” at Westwood Holdings Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Allspring438,2830 00For
Vanguard359,143373 00For
BlackRock211,1690 00For
Gabelli135,5630 00For
Fidelity132,0820 00For
AEGIS FUNDS97,6060 00For
Brighthouse94,8440 00For
Dimensional76,2970 00For
BRIDGEWAY FUNDS INC53,9520 00For
EA Series Trust40,7300 00For
AIG/SunAmerica25,1090 00For
Charles Schwab15,3450 00For
QUANTITATIVE MASTER SERIES LLC12,9070 00For
Equitable11,8590 00For
TIAA9,5320 00For
Lincoln Financial6,4860 00For
Northern Trust5,4330 00For
Invesco3,5460 00For
Global X3,4400 00For
Bridge Builder Trust3,3060 00For
State Street2,9440 00For
Pacific Life2,9320 00For
Jackson National2,8570 00For
John Hancock2,6100 00For
SA FUNDS INVESTMENT TRUST2,3140 00For

Showing the 25 largest of 40 asset managers. All 40 are in the interactive database (link above).

3. Elect Director: J. Hale Hoak

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 3 wordings of this item as funds reported it.

99.8% Majority: yes · of votes cast

FOR 99.8%
FOR: 6,610,793AGAINST: 10,952
Details: description as filed, official tally, votes by 40 asset managers

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.

FOR
FOR: 1,760,058AGAINST: 761
Largest asset managers voting on “Election of six directors to hold office until the next annual meeting of Westwood's stockholders and until th” at Westwood Holdings Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Allspring438,2830 00For
Vanguard359,5160 00For
BlackRock211,1690 00For
Gabelli135,5630 00For
Fidelity132,0820 00For
AEGIS FUNDS97,6060 00For
Brighthouse94,8440 00For
Dimensional76,2970 00For
BRIDGEWAY FUNDS INC53,9520 00For
EA Series Trust40,7300 00For
AIG/SunAmerica25,1090 00For
Charles Schwab15,3450 00For
QUANTITATIVE MASTER SERIES LLC12,9070 00For
Equitable11,8590 00For
TIAA9,5320 00For
Lincoln Financial6,4860 00For
Northern Trust5,4330 00For
Invesco3,5460 00For
Global X3,4400 00For
Bridge Builder Trust3,3060 00For
State Street2,9440 00For
Pacific Life2,9320 00For
Jackson National2,8570 00For
John Hancock2,6100 00For
SA FUNDS INVESTMENT TRUST2,3140 00For

Showing the 25 largest of 40 asset managers. All 40 are in the interactive database (link above).

4. Elect Director: Janice Ryan

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 3 wordings of this item as funds reported it.

99.8% Majority: yes · of votes cast

FOR 99.8%
FOR: 6,718,704AGAINST: 9,033
Details: description as filed, official tally, votes by 40 asset managers

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.

FOR
FOR: 1,760,819
Largest asset managers voting on “Election of six directors to hold office until the next annual meeting of Westwood's stockholders and until th” at Westwood Holdings Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Allspring438,2830 00For
Vanguard359,5160 00For
BlackRock211,1690 00For
Gabelli135,5630 00For
Fidelity132,0820 00For
AEGIS FUNDS97,6060 00For
Brighthouse94,8440 00For
Dimensional76,2970 00For
BRIDGEWAY FUNDS INC53,9520 00For
EA Series Trust40,7300 00For
AIG/SunAmerica25,1090 00For
Charles Schwab15,3450 00For
QUANTITATIVE MASTER SERIES LLC12,9070 00For
Equitable11,8590 00For
TIAA9,5320 00For
Lincoln Financial6,4860 00For
Northern Trust5,4330 00For
Invesco3,5460 00For
Global X3,4400 00For
Bridge Builder Trust3,3060 00For
State Street2,9440 00For
Pacific Life2,9320 00For
Jackson National2,8570 00For
John Hancock2,6100 00For
SA FUNDS INVESTMENT TRUST2,3140 00For

Showing the 25 largest of 40 asset managers. All 40 are in the interactive database (link above).

5. Elect Director: Katherine A. Murray

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 3 wordings of this item as funds reported it.

99.8% Majority: yes · of votes cast

FOR 99.8%
FOR: 6,716,891AGAINST: 10,946
Details: description as filed, official tally, votes by 40 asset managers

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.

FOR
FOR: 1,760,058AGAINST: 761
Largest asset managers voting on “Election of six directors to hold office until the next annual meeting of Westwood's stockholders and until th” at Westwood Holdings Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Allspring438,2830 00For
Vanguard359,5160 00For
BlackRock211,1690 00For
Gabelli135,5630 00For
Fidelity132,0820 00For
AEGIS FUNDS97,6060 00For
Brighthouse94,8440 00For
Dimensional76,2970 00For
BRIDGEWAY FUNDS INC53,9520 00For
EA Series Trust40,7300 00For
AIG/SunAmerica25,1090 00For
Charles Schwab15,3450 00For
QUANTITATIVE MASTER SERIES LLC12,9070 00For
Equitable11,8590 00For
TIAA9,5320 00For
Lincoln Financial6,4860 00For
Northern Trust5,4330 00For
Invesco3,5460 00For
Global X3,4400 00For
Bridge Builder Trust3,3060 00For
State Street2,9440 00For
Pacific Life2,9320 00For
Jackson National2,8570 00For
John Hancock2,6100 00For
SA FUNDS INVESTMENT TRUST2,3140 00For

Showing the 25 largest of 40 asset managers. All 40 are in the interactive database (link above).

6. Elect Director: Randy A. Bowman

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 3 wordings of this item as funds reported it.

99.2% Majority: yes · of votes cast

FOR 99.2%
FOR: 6,570,522AGAINST: 51,098
Details: description as filed, official tally, votes by 40 asset managers

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.

FOR
FOR: 1,719,174AGAINST: 41,644
Largest asset managers voting on “Election of six directors to hold office until the next annual meeting of Westwood's stockholders and until th” at Westwood Holdings Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Allspring438,2830 00For
Vanguard359,362153 00For
BlackRock211,1690 00For
Gabelli135,5630 00For
Fidelity132,0820 00For
AEGIS FUNDS97,6060 00For
Brighthouse94,8440 00For
Dimensional76,2970 00For
BRIDGEWAY FUNDS INC53,9520 00For
EA Series Trust040,730 00Against
AIG/SunAmerica25,1090 00For
Charles Schwab15,3450 00For
QUANTITATIVE MASTER SERIES LLC12,9070 00For
Equitable11,8590 00For
TIAA9,5320 00For
Lincoln Financial6,4860 00For
Northern Trust5,4330 00For
Invesco3,5460 00For
Global X3,4400 00For
Bridge Builder Trust3,3060 00For
State Street2,9440 00For
Pacific Life2,9320 00For
Jackson National2,8570 00For
John Hancock2,6100 00For
SA FUNDS INVESTMENT TRUST2,3140 00For

Showing the 25 largest of 40 asset managers. All 40 are in the interactive database (link above).

7. The Twelfth Amended and Restated Westwood Holdings Group, Inc

Official resultCOMPENSATIONReported outcome: Approved

Combines 2 wordings of this item as funds reported it.

86% Approved · of votes cast

FOR 86%AGAINST
FOR: 5,767,466AGAINST: 943,420
Details: description as filed, official tally, votes by 41 asset managers

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.

FORAGAINST
FOR: 1,502,501AGAINST: 258,628
Largest asset managers voting on “To approve the Twelfth Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan.” at Westwood Holdings Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Allspring438,2830 00For
Vanguard359,142374 00For
BlackRock211,1690 00For
Gabelli0135,563 00Against
Fidelity132,0820 00For
AEGIS FUNDS097,606 00Against
Brighthouse94,8440 00For
Dimensional76,2970 00For
BRIDGEWAY FUNDS INC53,9520 00For
EA Series Trust40,7300 00For
AIG/SunAmerica25,1090 00For
Charles Schwab15,3450 00For
QUANTITATIVE MASTER SERIES LLC12,9070 00For
Equitable11,459400 00For
TIAA09,532 00Against
Lincoln Financial5865,900 00Mixed
Northern Trust05,433 00Against
Invesco3,5460 00For
Global X3,4400 00For
Bridge Builder Trust3,3060 00For
State Street02,944 00Against
Pacific Life2,9320 00For
Jackson National2,8570 00For
John Hancock2,6100 00For
SA FUNDS INVESTMENT TRUST2,3140 00For

Showing the 25 largest of 41 asset managers. All 41 are in the interactive database (link above).

8. On a non-binding, advisory basis, the Company's executive compensation

Official resultFund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Approved

Combines 4 wordings of this item as funds reported it.

98% Approved · of votes cast

FOR 98%
FOR: 6,548,027AGAINST: 155,657
Details: description as filed, official tally, votes by 94 asset managers

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).

Fund voting reports: 40 asset managers voting on “To cast a non-binding, advisory vote on Westwood's executive compensation.” at Westwood Holdings Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Allspring438,2830 00For
Vanguard359,5160 00For
BlackRock211,1690 00For
Gabelli135,5630 00For
Fidelity132,0820 00For
AEGIS FUNDS97,6060 00For
Brighthouse94,8440 00For
Dimensional76,2970 00For
BRIDGEWAY FUNDS INC53,9520 00For
EA Series Trust40,7300 00For
AIG/SunAmerica25,1090 00For
Charles Schwab15,3450 00For
QUANTITATIVE MASTER SERIES LLC12,9070 00For
Equitable11,8590 00For
TIAA9,5320 00For
Lincoln Financial6,4860 00For
Northern Trust5,4330 00For
Invesco03,546 00Against
Global X3,4400 00For
Bridge Builder Trust3,3060 00For
State Street2,9440 00For
Pacific Life2,9320 00For
Jackson National2,8570 00For
John Hancock2,6100 00For
SA FUNDS INVESTMENT TRUST2,3140 00For

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).

Institutional-manager reports: 68 asset managers voting on “To cast a non-binding, advisory vote on Westwood's executive compensation.” at Westwood Holdings Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Allspring591,5570 00For
Settian Capital LP470,5150 00For
Gabelli465,1730 00For
WESTWOOD HOLDINGS GROUP INC391,7300 00For
Renaissance324,0790 00For
KING LUTHER CAPITAL MANAGEMENT CORP210,0000 00For
BlackRock208,7730 00For
GEODE CAPITAL MANAGEMENT, LLC132,7550 00For
Garner Asset Management Corp117,2650 00For
State Street76,5700 00For
Northern Trust60,2420 00For
BRIDGEWAY CAPITAL MANAGEMENT, LLC55,4520 00For
Peapod Lane Capital LLC52,0930 00For
T. Rowe Price49,0660 00For
Vanguard43,1480 00For
BANK OF AMERICA NA39,4510 00For
De Lisle Partners LLP35,6400 00For
MELLON INVESTMENTS Corp026,654 00Against
LEVIN CAPITAL STRATEGIES, L.P.25,5080 00For
Dimensional19,6740 00For
Maryland State Retirement & Pension System15,7430 00For
Charles Schwab15,3450 00For
Connor, Clark & Lunn Investment Management Ltd.11,5750 00For
Nuveen9,5320 00For
Invesco07,107 00Against

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).

9. BDO USA, p.c

Official resultAUDIT-RELATEDReported outcome: Approved

99.5% Approved · of votes cast

FOR 99.5%
FOR: 7,648,256AGAINST: 37,285
Details: description as filed, official tally, votes by 40 asset managers

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.

FOR
FOR: 1,760,819
Largest asset managers voting on “Ratification of the appointment of BDO USA, P.C. as Westwood's independent auditors for the year ending Decemb” at Westwood Holdings Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Allspring438,2830 00For
Vanguard359,5160 00For
BlackRock211,1690 00For
Gabelli135,5630 00For
Fidelity132,0820 00For
AEGIS FUNDS97,6060 00For
Brighthouse94,8440 00For
Dimensional76,2970 00For
BRIDGEWAY FUNDS INC53,9520 00For
EA Series Trust40,7300 00For
AIG/SunAmerica25,1090 00For
Charles Schwab15,3450 00For
QUANTITATIVE MASTER SERIES LLC12,9070 00For
Equitable11,8590 00For
TIAA9,5320 00For
Lincoln Financial6,4860 00For
Northern Trust5,4330 00For
Invesco3,5460 00For
Global X3,4400 00For
Bridge Builder Trust3,3060 00For
State Street2,9440 00For
Pacific Life2,9320 00For
Jackson National2,8570 00For
John Hancock2,6100 00For
SA FUNDS INVESTMENT TRUST2,3140 00For

Showing the 25 largest of 40 asset managers. All 40 are in the interactive database (link above).

Largest Westwood Holdings Group, Inc. shareholders voting in 2025-2026

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.

Fund voting reports: top Westwood Holdings Group, Inc. shareholders by shares voted on “To cast a non-binding, advisory vote on Westwood's executive compensation.”, 2025-2026
#Asset manager % of shares outstanding
1Allspring 4.62%
2Vanguard 3.79%
3BlackRock 2.23%
4Gabelli 1.43%
5Fidelity 1.39%
6AEGIS FUNDS 1.03%
7Brighthouse 1.00%
8Dimensional 0.80%
9BRIDGEWAY FUNDS INC 0.57%
10EA Series Trust 0.43%
Institutional-manager reports: top Westwood Holdings Group, Inc. shareholders by shares voted on “To cast a non-binding, advisory vote on Westwood's executive compensation.”, 2025-2026
#Asset manager % of shares outstanding
1Allspring 6.24%
2Settian Capital LP 4.96%
3Gabelli 4.90%
4WESTWOOD HOLDINGS GROUP INC 4.13%
5Renaissance 3.42%
6KING LUTHER CAPITAL MANAGEMENT CORP 2.21%
7BlackRock 2.20%
8GEODE CAPITAL MANAGEMENT, LLC 1.40%
9Garner Asset Management Corp 1.24%
10State Street 0.81%

Reported Westwood Holdings Group, Inc. holdings and ownership

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.

Westwood Holdings Group, Inc. holdings and ownership disclosed for the 2025-2026 proxy season
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.

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About this page

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).

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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.