Welcome to our dedicated page for WESTWOOD HOLDINGS GROUP 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.
Westwood Holdings Group, Inc. filings document a publicly traded asset management and wealth management company with advisory and trust operations. Form 8-K reports furnish quarterly operating results, Regulation FD disclosures and board-approved cash dividends, while exhibits include earnings press releases and related financial information.
Proxy and annual meeting filings cover director elections, shareholder voting results, executive compensation, equity incentive plan matters and governance procedures. The filing record also frames Westwood’s capital-return practices, common-stock incentive authorization and recurring disclosures around assets under management, ETF platform activity, institutional business and trust services.
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 Director Emerita Susan M. Byrne reported open-market sales of a total of 1,893 shares of common stock over three days. She sold 733 shares at a weighted average price of $16.6571, 660 shares at $16.9732, and 500 shares at $16.5559. After these transactions, she directly holds 292,116 shares. The reported prices reflect weighted averages for multiple trades within ranges disclosed in the footnotes.
Westwood Holdings Group Inc. Director Emerita Susan M. Byrne reported open-market sales of a total of 1,003 shares of common stock over three days. She sold 294 shares on April 22, 2026 at $15.8548, 9 shares on April 23, 2026 at $17.2650, and 700 shares on April 24, 2026 at $16.1381 per share.
After these transactions, Byrne directly holds 294,009 shares of Westwood common stock, so the sales represent a small portion of her disclosed holdings. Footnotes state that some reported prices are weighted averages for multiple trades, with individual sale prices ranging from $15.59 to $16.38 and from $15.645 to $16.37.
Westwood Holdings Group insider Susan M. Byrne reported three open-market sales of common stock. Across the transactions, she sold a total of 1,732 shares at prices in the mid-$16 range. Following these sales, she continues to hold 295,012 shares of Westwood common stock directly.
The reported prices reflect weighted average sale prices for shares sold in multiple trades within stated intraday price ranges, and Byrne has indicated she will provide detailed trade information upon request.
WESTWOOD HOLDINGS GROUP INC Director Emerita Susan M. Byrne reported selling common stock in a series of small open-market transactions. She sold 301 shares on April 14 at a weighted average price of $16.4813, 1,500 shares on April 15 at $16.4532, and 500 shares on April 16 at $16.1382. After these sales totaling 2,301 shares, she directly holds 296,744 shares of Westwood common stock. The reported prices reflect weighted averages for trades within disclosed intraday price ranges.
Westwood Holdings Group Director Emerita Susan M. Byrne reported three open-market sales of common stock in April. She sold a total of 2,901 shares across transactions on April 9, April 10, and April 13, 2026 at weighted average prices around $16 per share.
After these sales, Byrne directly holds 299,045 shares of Westwood Holdings Group common stock. The footnotes explain that each reported price is a weighted average for multiple trades executed within stated price ranges, and detailed trade breakdowns are available on request.
Westwood Holdings Group Inc. insider Susan M. Byrne reported open-market sales of common stock over several days. She sold a total of 3,498 shares in four transactions between April 1 and April 8, 2026 at weighted average prices ranging from about $16.21 to $16.83 per share. After these sales, she directly holds 301,946 shares of Westwood Holdings Group Inc. common stock, indicating she retains a large continuing position. The reported prices reflect weighted averages for multiple trades within disclosed intraday price ranges.
Westwood Holdings Group executive John Anthony Ehinger Jr., Head of Legal and Compliance, reported routine equity compensation in the form of common stock. He received a grant of 5,549 shares at no cost, increasing his direct holdings.
On the same day, 838 shares were disposed of at $16.22 per share to satisfy tax obligations, a non‑market transaction commonly used for withholding. After these entries, he directly holds 18,252 shares of common stock. The Form 4 notes the report was filed late due to administrative matters related to EDGAR Next registration.
WESTWOOD HOLDINGS GROUP INC executive Adrian Helfert reported a routine tax-related share disposition. On February 23, 2026, 10,772 shares of common stock were delivered at $16.22 per share to satisfy tax obligations. After this transaction, he directly holds 162,751 shares of common stock.