Welcome to our dedicated page for Westwood Hldgs SEC filings (Ticker: WHG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Westwood Holdings Group, Inc. (NYSE: WHG) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a publicly traded investment management boutique and wealth management firm, Westwood uses SEC reports to present information about its advisory and trust operations, financial condition, dividend decisions and other material events.
Investors can review Westwood’s current and historical periodic reports, such as annual reports on Form 10-K and quarterly reports on Form 10-Q, to understand how advisory fees, trust fees and other revenues contribute to total revenues, as well as how expenses, net income, cash and liquid investments and stockholders’ equity evolve over time. These filings also describe the composition of assets under management and advisement, the role of the Advisory and Trust segments and the firm’s use of mutual funds, ETFs, private funds and other pooled vehicles.
Current reports on Form 8-K are particularly relevant for WHG, as they disclose material events such as the release of quarterly earnings and the declaration of cash dividends. For example, recent 8-K filings have reported quarterly financial results and board approvals of quarterly cash dividends per common share, along with the associated record and payment dates. These documents help investors track how Westwood’s board approaches capital returns to shareholders.
On this page, users can also monitor any proxy statements on Schedule 14A that discuss governance matters and executive and board compensation, as well as registration statements and other specialized forms that may relate to Westwood’s mutual funds, ETFs and other investment products. For a firm active in advisory, trust, mutual fund, ETF and private fund businesses, these filings provide a structured view of risk factors, segment performance and key accounting policies.
Stock Titan enhances access to WHG filings by pairing real-time updates from the SEC’s EDGAR system with AI-powered summaries. These summaries are designed to highlight the main points in dense documents such as 10-Ks, 10-Qs and 8-Ks, and to make it easier to locate information on topics like segment revenues, dividend declarations, assets under management and non-GAAP measures such as Economic Earnings. Users can also review insider transaction reports on Form 4, when available, to see how Westwood insiders transact in WHG shares.
Westwood Holdings Group, Inc. received an amended institutional ownership report from DePrince, Race & Zollo, Inc., dated
The filer states it has no sole or shared power to vote or dispose of any Westwood shares. DePrince, Race & Zollo files as an investment adviser under Rule 13d‑1(b) and certifies that any securities referenced were acquired and held in the ordinary course of business, not for the purpose of changing or influencing control of Westwood.
Westwood Holdings Group Inc. CEO and director Brian O. Casey reported a sale of company stock. On 12/10/2025, he sold 8,341 shares of Westwood Holdings Group common stock in an open-market transaction reported as a sale code "S" at a weighted average price of $16.5494 per share. The filing states the sale was executed pursuant to Rule 144 under the Securities Act of 1933 and that the shares were sold in multiple trades at prices ranging from $16.45 to $16.6528. Following this transaction, he beneficially owned 492,359 shares of Westwood Holdings Group common stock in direct form.
Westwood Holdings Group CEO Brian O. Casey, who is also a director, reported selling 1,764 shares of Westwood common stock on 12/09/2025. The sale was executed under Rule 144 of the Securities Act of 1933 at a weighted average price of $16.4063 per share, with individual trades occurring between $16.4014 and $16.41. After this transaction, Casey beneficially owns 500,700 shares of Westwood common stock, held in direct ownership.
Westwood Holdings Group CEO and director Brian O. Casey reported a small sale of company stock. On 12/08/2025, he sold 1,602 shares of Westwood Holdings Group common stock in an open-market transaction coded as a sale. The weighted average sale price was $16.4456 per share, with individual trades executed between $16.43 and $16.45 under Rule 144.
After this transaction, he beneficially owned 502,464 shares of Westwood Holdings Group common stock in direct ownership. The filing notes that detailed price breakdowns for each trade are available upon request from the reporting person, the company, or the SEC staff.
Westwood Holdings Group Inc. CEO and director Brian O. Casey reported a small open-market sale of company stock. On 12/05/2025, he sold 1,351 shares of common stock in a transaction coded "S" for sale. The weighted average sale price was $16.4394 per share, with individual trades executed between $16.4145 and $16.51 under Rule 144 of the Securities Act of 1933.
Following this transaction, Casey beneficially owns 504,066 shares of Westwood Holdings Group Inc. common stock in direct form. The filing notes that detailed trade-by-trade pricing information is available upon request from the SEC staff, the issuer, or any security holder.
A shareholder of WHG has filed a Rule 144 notice to sell up to 13,058 shares of common stock through broker Charles Schwab & Co. on the NYSE. The filing lists an aggregate market value of
The notice also details recent activity over the past three months, showing sales of 370, 40, and 99 common shares on
Westwood Holdings Group (WHG) CEO and director Brian O. Casey reported an open-market sale of company stock. On 11/10/2025, he sold 370 shares of common stock at $17 per share, as disclosed on a Form 4.
Following the transaction, Casey beneficially owns 505,556 shares directly. The filing notes the sale was executed pursuant to Rule 144 under the Securities Act of 1933.
Westwood Holdings Group (WHG) reported stronger Q3 2025 results. Revenue rose to
AUM reached $17.3B as of September 30, 2025, up from
Westwood Holdings Group (WHG) announced financial results for the quarter ended September 30, 2025 and declared a quarterly cash dividend of $0.15 per common share. The dividend is payable on January 2, 2026 to stockholders of record on December 1, 2025.
The company furnished a press release detailing its results as Exhibit 99.1.
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