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.
Insider sale disclosed: Westwood Holdings Group director and CEO Brian O. Casey reported a sale of 6,750 shares of WHG common stock on 08/29/2025 at a reported price of $18 per share. After the transaction, the filing shows Mr. Casey beneficially owned 505,926 shares. The filing was signed by Jonathan R. Nahhat by power of attorney on 09/03/2025.
Form 144 filed for Westwood Holdings Group, Inc. (WHG) reports a proposed sale of 20,317 shares of common stock through Charles Schwab with an aggregate market value of $365,502.00. The shares represent part of an award originally acquired as incentive compensation on 02/23/2015. The filing shows 9,408,130 shares outstanding and lists an approximate sale date of 08/29/2025 on the NYSE. The filer declares no reportable sales in the prior three months and includes the standard attestation that the selling person has no undisclosed material adverse information about the issuer.
Westwood Holdings Group filed an amended Form 13F restating its institutional holdings. The amendment shows 457 reported holdings with a total reported value of $13,469,395,649. The report lists four other included managers and was signed by John A. Ehinger on 08-15-2025.
Westwood Holdings Group, Inc. reported improved operating results for the quarter ended June 30, 2025. Total revenues were $23,120 (in thousands) for the quarter and $46,372 (in thousands) for the six months. The company returned to GAAP profitability, reporting net income of $1,031 (in thousands) for the quarter and $1,508 (in thousands) for the six months, with diluted EPS of $0.12 for the quarter and $0.17 for six months. Firm-wide assets under management rose 10% year-over-year to $17.341 billion at June 30, 2025, while assets under advisement were $939 million.
Liquidity and capital items: cash and cash equivalents were $15,403 (in thousands) and total investments were $35,712 (in thousands), with combined cash and liquid investments of $33.1 million noted in MD&A. The company has no debt, a remaining share repurchase capacity of $5.5 million, and declared a quarterly dividend of $0.15 per share on August 8, 2025. The company completed the final payment for a revenue retention earn-out in 2025 and has a June 30, 2025 fair-value measure for a growth earn-out reflected in contingent consideration disclosures. A long-term office lease renewal was executed with an approximate $8.7 million base rent obligation.
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.
Westwood Holdings Group Inc. submitted a Form 13F reporting its institutional equity holdings. The report lists 453 portfolio entries with a total market value of $11,371,504,453 and names 4 other included managers. The filing was signed by John A. Ehinger on 08-08-2025.
Settian Capital LP, PAVP Family Office Fund LP and managing partner Karl K. Segerberg have filed an initial Schedule 13D announcing a 5.0 % beneficial stake (470,515 shares) in Westwood Holdings Group Inc. (WHG). PAVP directly holds 211,732 shares (2.3 %), while Settian Capital, as adviser, and Segerberg, as control person, report the full position. The shares were accumulated in the open market for an aggregate $7.43 million.
The investors believe WHG is undervalued and list a wide spectrum of potential value-creation actions they may advocate, including M&A, capital raises, dividend policy changes, board or management refreshment, operational efficiencies and use of AI. They may increase or decrease their holdings as conditions warrant. No lock-ups, voting agreements or other arrangements were disclosed, and the group reports no legal proceedings.
The filing formally positions Settian/Segerberg as a possible activist catalyst for WHG but stops short of any concrete proposal at this time.
Westwood Holdings Group, Inc. (WHG) – SEC Form 3 filing
On 20 June 2025 a Form 3 was filed for Janice Ryan, who joined WHG’s Board of Directors on 3 June 2025. The form serves as the initial statement of beneficial ownership required under Section 16(a).
- Securities owned: 0 shares of WHG common stock reported; no derivative securities disclosed.
- Ownership form: Direct (D); no indirect or joint holdings indicated.
- Filing logistics: The report notes a filing delay attributed to enrollment in EDGAR Next.
No financial metrics, compensation data, or additional transactions are included. The filing is administrative, signalling Ryan’s formal board appointment and confirming that, as of the event date, she holds no WHG equity.