Every 8-K that WESTWOOD HOLDINGS GROUP, INC. (WHG) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow WHG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WHG filings page.
Westwood Holdings Group, Inc. reported results for the quarter ended June 30, 2026. Revenue was $25.3 million, up from $25.0 million in the first quarter and $23.1 million a year earlier, reflecting growth particularly from ETFs and private energy secondaries funds. Net income attributable to Westwood was $1.5 million, compared with $0.8 million in the prior quarter and $1.0 million in the 2025 second quarter, and diluted EPS was $0.17 versus $0.09 and $0.12, respectively.
Non-GAAP Economic Earnings were $3.0 million, or $0.33 per share, modestly above both the first quarter and prior-year quarter. Firmwide assets under management and advisement totaled $17.9 billion, including $17.0 billion of AUM and $1.0 billion of AUA. The company highlighted that its ETF platform surpassed $400 million in assets, its Private Capital platform surpassed $500 million, and Managed Investment Solutions flows reached $350 million.
Westwood held $56.5 million in cash and investments and stockholders’ equity of $126.3 million as of June 30, 2026. The Board approved a quarterly cash dividend of $0.15 per common share, payable on October 1, 2026 to stockholders of record on September 1, 2026.
Westwood Holdings Group, Inc. reported results from its virtual annual stockholders meeting held on April 30, 2026. Stockholders approved the Twelfth Amended and Restated Stock Incentive Plan, which increases the total number of shares authorized under the plan by 200,000 shares.
All nominated directors were elected, with each receiving more than 6.5 million votes "for" and over 1.3 million broker non-votes recorded. Stockholders also ratified BDO USA, P.C. as independent auditors for the year ending December 31, 2026.
The incentive plan was approved with 5,767,466 votes for, 943,420 against and 18,455 abstentions, alongside 1,301,955 broker non-votes. On a non-binding, advisory basis, stockholders approved the Company’s executive compensation, with 6,548,027 votes for, 155,657 against and 25,657 abstentions, plus 1,301,955 broker non-votes.
Westwood Holdings Group, Inc. reported first quarter 2026 revenue of $25.0 million, up from $23.3 million a year earlier but below the prior quarter’s $27.1 million. Net income was $0.8 million, with diluted EPS of $0.09 versus $0.05 in first quarter 2025 and $0.21 in the fourth quarter.
Non-GAAP Economic Earnings were $2.8 million, or $0.31 per share. Firmwide assets under management and advisement totaled $18.3 billion. Westwood held $52.1 million in cash and investments and reported stockholders’ equity of $125.0 million with no debt outstanding.
The Board approved a quarterly cash dividend of $0.15 per common share, payable on July 1, 2026 to stockholders of record on June 1, 2026. Management highlighted growth in energy and real assets strategies, ETF assets above $300 million, and the final close of Westwood Energy Secondaries Fund II above $300 million in commitments.
Westwood Holdings Group reported stronger results for the fourth quarter and full year 2025 and declared a cash dividend. Fourth quarter revenues were $27.1 million, up from $24.3 million in the prior quarter and $25.6 million a year earlier, driven by higher ETF and private energy secondaries fund revenues and higher performance fees. Net income for the quarter was $1.9 million with diluted EPS of $0.21, compared with $0.41 in the third quarter and $0.24 in the prior-year quarter, as higher performance-related compensation and professional services costs offset revenue growth. For 2025, revenues rose to $97.8 million from $94.7 million in 2024, while net income increased to $7.1 million and diluted EPS rose to $0.79 from $0.26. Non-GAAP Economic Earnings for the year were $14.3 million, with Economic EPS of $1.61 versus $0.82 in 2024. Firmwide assets under management and advisement totaled $17.4 billion. The company highlighted ETF assets above $200 million, over $300 million in capital commitments to its second flagship energy secondaries fund and co-investment funds, and its first institutional client win for Managed Investment Solutions. The Board approved a quarterly cash dividend of $0.15 per share, payable April 1, 2026 to stockholders of record on March 3, 2026, matching the 2025 quarterly rate.
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.
Westwood Holdings Group announced it has furnished a press release reporting its financial results for the quarter ended June 30, 2025. The Current Report states the press release is furnished and shall not be deemed "filed" for purposes of Section 18, limiting the filing liabilities associated with the disclosure. The company's Board approved a quarterly cash dividend of $0.15 per common share, payable on October 1, 2025 to stockholders of record on September 2, 2025. The filing identifies the registrant as WHG (New York Stock Exchange). This 8-K does not itself include detailed financial line-item results; those are provided in Exhibit 99.1.