{"filings":[{"id":91628,"accession_number":"0001165002-26-000037","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Westwood Holdings shareholders approve 200,000-share increase in stock incentive plan and elect directors","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stockholders approved adding 200,000 shares to the Twelfth Amended and Restated Stock Incentive Plan.","All six director nominees elected: Brian O. Casey, Ellen H. Masterson, Randy A. Bowman, J. Hale Hoak, Katherine A. Murray, Janice Ryan.","Ratified BDO USA, P.C. as independent auditor for FY 2026 with 7,648,256 votes for.","Advisory vote on executive compensation passed with 6,548,027 votes for, 155,657 against.","Broker non-votes totaled 1,301,955 on all director and incentive plan proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91627,"accession_number":"0001165002-26-000033","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Westwood Q1 net income $0.8M, AUM grows to $18.3B, declares $0.15 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $25.0M, up 7.3% YoY from $23.3M; net income $0.8M vs $0.5M YoY.","AUM climbed to $18.3B (+$0.8B), driven by energy secondaries fund final close >$300M and ETF platform >$300M.","Diluted GAAP EPS $0.09 vs $0.05 YoY; Non-GAAP Economic EPS $0.31 vs $0.29 YoY.","Quarterly dividend $0.15/share declared, payable July 1 to holders of record June 1.","Cash and investments $52.1M; no debt; stockholders' equity $125.0M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":24966000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101838,"accession_number":"0001165002-26-000005","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2026-02-13T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Westwood Q4 revenue $27.1M, diluted EPS $0.21; declares $0.15 dividend; ETF AUM exceeds $200M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 revenue $27.1M (up 12% QoQ, up 6% YoY); GAAP diluted EPS $0.21 (vs $0.41 Q3 and $0.24 Q4 2024).","Non-GAAP Economic EPS $0.36 vs $0.64 Q3 and $0.39 Q4 2024; full-year Economic EPS $1.61 vs $0.82 in 2024.","Declares $0.15/sh dividend payable Apr 1, 2026 to holders of record Mar 3, 2026.","ETF platform AUM exceeds $200M; private energy secondaries fund WES II closed with >$300M commitments.","Firm-wide AUM/AUA $17.4B; cash $44.1M, no debt, equity $125.6M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":97762000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118163,"accession_number":"0001165002-25-000057","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Westwood Q3 net income rises to $3.7M from $0.1M YoY; declares $0.15 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $24.3M (Q3 2025) vs $23.7M (Q3 2024); net income $3.7M vs $0.1M; diluted EPS $0.41 vs $0.01.","Non-GAAP Economic Earnings $5.7M ($0.64/sh) vs $1.1M ($0.13/sh) in Q3 2024.","AUM $17.3B, AUA $1.0B total $18.3B; MDST ETF reached $150M, captured 30% of monthly midstream ETF flows in September.","Quarterly cash dividend $0.15/share, payable Jan 2, 2026, record Dec 1, 2025.","Private fund raising exceeded annual goal; WEBs partnership launched 11 new sector ETFs."],"consensus_eps_estimate":null,"consensus_eps_actual":0.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":70661000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134614,"accession_number":"0001165002-25-000046","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2025-08-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Westwood Q2 net income $1.0M vs year-ago loss; AUM up to $18.3B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $23.1M (flat QoQ, up from $22.7M YoY); net income $1.0M vs loss of $2.2M in Q2 2024.","Diluted EPS $0.12 vs loss of $0.27 per share a year ago; Non-GAAP Economic EPS $0.32 vs loss of $0.06.","Assets under management $18.3B, up from $16.8B a year ago; cash and liquid investments $33.1M, no debt.","Quarterly cash dividend of $0.15 per share declared, payable Oct 1, 2025 to holders of record Sep 2, 2025.","Notable milestones: joined Russell 2000; MDST ETF surpassed $100M; strong intermediary sales quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":46372000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151489,"accession_number":"0001628280-25-028941","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2025-06-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Westwood Holdings appoints Jan Ryan to Board of Directors effective May 30, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jan Ryan appointed to Westwood's Board, effective May 30, 2025, bringing over 30 years of experience.","Ryan is founder and managing partner of 3Hills Group; previously co-founded Social Dynamx (acquired).","She will receive standard non-employee director compensation as per Westwood's proxy statement.","Ryan's expertise includes venture capital, technology, growth strategy, and ESG-aligned leadership."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151488,"accession_number":"0001165002-25-000041","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2025-05-05T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Westwood Holdings stockholders approve stock incentive plan adding 200,000 shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved Eleventh Amended and Restated Stock Incentive Plan, increasing authorized shares by 200,000.","All six director nominees elected; votes ranged from 6.97M to 7.17M for, 157K to 355K against.","BDO USA, P.C. ratified as independent auditor for 2025 with 7.67M for, 76K against.","Advisory vote on executive compensation approved: 6.86M for, 411K against, 58K abstain.","No other business was transacted at the April 30, 2025 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151487,"accession_number":"0001165002-25-000035","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Westwood Q1 2025 EPS $0.05 vs $0.27 YoY; revenue $23.3M; declares $0.15 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $23.3M (down 9% QoQ, up 2% YoY); net income $0.5M vs $2.1M Q4 and $2.3M YoY.","Non-GAAP Economic Earnings $2.5M ($0.29/share) vs $3.4M Q4 and $3.0M YoY.","AUM $17.0B; won ~$1B sub-advisory mandate in Small Cap Value; Intermediary best sales since 2022.","Launched LBRTY Global Equity ETF (NYSE: BFRE); MDST ETF one-year anniversary at 10.5% distribution.","Declared $0.15/share cash dividend, payable July 1, 2025 to holders of record June 2."],"consensus_eps_estimate":null,"consensus_eps_actual":0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":23252000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170365,"accession_number":"0001165002-25-000026","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2025-03-06T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Westwood appoints Hale Hoak and Katherine Murray to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["J. Hale Hoak and Katherine Murray appointed to Westwood's Board effective March 5, 2025.","Hoak is President of Hoak & Co., with over 25 years investment experience.","Murray is a former senior finance executive in energy sector and public accounting, CPA.","They will receive standard non-employee director compensation per Westwood's proxy.","Both are Texas-based; CEO Brian Casey cites their diverse expertise."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170364,"accession_number":"0001165002-25-000005","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2025-02-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Westwood Q4 revenue up 10% QoQ to $25.6M; Economic EPS $0.39 vs $0.13 Q3; board adds $5M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $25.6M (+10% QoQ, +10% YoY); GAAP diluted EPS $0.24 (vs $0.01 Q3, $0.32 Q4 2023).","Non-GAAP Economic EPS $0.39 (Q3: $0.13; Q4 2023: $0.34); full-year Economic EPS $0.82 vs $2.26.","AUM/AUA $17.6B; MDST ETF reached $73M AUM; launched two WEBs volatility-managed ETFs (DVSP, DVQQ).","Board authorized additional $5.0M in share repurchases; quarterly dividend $0.15/sh declared (payable Apr 1/25).","No debt; cash & liquid investments $44.6M at Dec 31, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":94721000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187357,"accession_number":"0001165002-24-000087","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2024-12-05T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Westwood Holdings Group files charter amendment; specific changes not disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Board approved amendment on Feb 14, 2024; stockholders voted to approve at May 1, 2024 annual meeting.","Certificate of Amendment to Amended and Restated Certificate of Incorporation filed as Exhibit 3.1 on Dec 2, 2024.","The filing does not specify the nature of the amendment, limiting assessment of material impact."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187356,"accession_number":"0001165002-24-000075","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Westwood Q3 revenue up to $23.7M but comprehensive income slumps to $0.1M; AUM hits $17.7B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $23.7M (up from $22.7M Q2 and $21.9M YoY); comprehensive income $0.1M vs $3.4M YoY due to higher expenses and contingent consideration adjustment.","GAAP diluted EPS $0.01 vs ($0.27) Q2 and $0.41 YoY; Non-GAAP Economic EPS $0.13 vs $0.80 YoY.","Firmwide AUM $17.7B, highest in 6 years; cash $48.3M, no debt.","Quarterly dividend of $0.15/share declared, payable Jan 3, 2025 to holders of record Dec 2, 2024.","Partnership with ETF pioneer Ben Fulton (WEBs) to develop new ETF strategies; MDST ETF passed critical thresholds."],"consensus_eps_estimate":null,"consensus_eps_actual":0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":69139000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187355,"accession_number":"0001165002-24-000070","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2024-10-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Westwood President of Wealth Management Leah Bennett to resign Dec 31, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Leah Bennett resigns as President of Westwood Wealth Management effective Dec 31, 2024.","She will receive deferred cash payments of $350k (Feb 2025), $250k (Feb 2026), and $150k (Feb 2027) subject to non-solicit provisions.","Unvested restricted stock and 2024 bonus forfeited upon resignation.","Non-compete obligation waived; non-solicitation and confidentiality obligations remain through Feb 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203856,"accession_number":"0001165002-24-000063","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Westwood Q2 2024: Revenue $22.7M flat; comprehensive loss $2.2M; dividend $0.15/sh","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $22.7M flat QoQ, up 3.7% YoY from $21.9M.","Comprehensive loss $2.2M vs income $2.3M Q1, including $3.8M charge for Salient contingent consideration.","Diluted EPS $(0.27) vs $0.27 Q1; Non-GAAP Economic Loss $0.5M ($0.06/sh).","Launched two ETFs (MDST, WEEI) with $43M and $13M net assets; 10.7% and 11.4% distribution rates.","Dividend $0.15/sh declared, payable Oct 1, record Sep 2."],"consensus_eps_estimate":null,"consensus_eps_actual":0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":45420000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220477,"accession_number":"0001165002-24-000042","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2024-05-06T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Westwood Holdings shareholders approve 500K share increase, all proposals pass","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stockholders re-elected directors Casey, Frank, Masterson, Norman, Bowman (each >6.4M votes for).","Ratified BDO USA, P.C. as FY2024 auditor (7,515,705 for, 66,097 against).","Approved 500,000 share increase in Stock Incentive Plan (3,985,609 for, 2,789,351 against).","Non-binding advisory approval of executive compensation (6,516,953 for, 318,228 against).","Approved charter amendment extending officer exculpation (6,117,447 for, 709,247 against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220476,"accession_number":"0001165002-24-000037","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Westwood Q1 2024 comprehensive income $2.3M, up from $0.7M; revenue flat at $22.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Comprehensive income $2.3M vs $0.7M in Q1 2023; diluted EPS $0.27 vs $0.09.","Revenue $22.7M, flat YoY and sequentially; AUM/AUA $17.2B, highest in six years.","Non-GAAP Economic Earnings $3.0M ($0.36) vs $1.7M ($0.22) a year ago.","Declared $0.15/share dividend payable July 1, 2024; cash $46.6M, debt-free.","Launched two ETFs (MDST on NYSE, WEEI on NASDAQ) in Q2 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":0.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":22732000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240120,"accession_number":"0001165002-24-000009","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2024-02-14T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Westwood Q4 revenues $23.2M, net income $2.6M vs loss; declares $0.15 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenues $23.2M (+13% YoY); comprehensive income $2.6M vs net loss of $3.1M in Q4 2022.","Non-GAAP Economic Earnings $5.2M ($0.63/share) vs loss of $0.7M ($0.09 loss) in Q4 2022.","Full year 2023 net income $10.6M ($1.17 diluted EPS) vs net loss of $4.6M ($0.59 loss) in 2022.","Cash $53.1M, no debt; AUM $15.5B; declared $0.15/share dividend payable April 3, 2024.","SmidCap Value institutional wins expected to fund H1 2024; Managed Investment Solutions team joined."],"consensus_eps_estimate":null,"consensus_eps_actual":1.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":89781000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257635,"accession_number":"0001165002-23-000082","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2023-10-31T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Westwood Holdings Q3 revenue $21.9M, net income $4.4M, declares $0.15 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $21.9M (flat QoQ, up from $15.4M YoY); net income $4.4M vs $2.9M Q2 and net loss of $1.2M Q3 2022.","Non-GAAP Economic Earnings $6.3M ($0.77/share) vs $5.7M Q2 and $0.8M year-ago.","Launched Managed Investment Solutions (customized index solutions) and Westwood Energy Secondaries Fund.","Declared $0.15 quarterly dividend, payable Jan 3, 2024 to holders of record Dec 1, 2023.","AUM $15.5B; cash and short-term investments $48.5M; no debt."],"consensus_eps_estimate":null,"consensus_eps_actual":0.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":66552000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274979,"accession_number":"0001165002-23-000068","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2023-08-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Westwood Holdings reports Q2 net income $2.9M vs year-ago loss; revenue $21.9M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $21.9M, down from Q1 $22.7M but up from $15.6M a year ago; net income $2.9M ($0.36 EPS) vs net loss $0.4M.","Non-GAAP Economic Earnings $5.7M ($0.70/sh) vs $1.6M ($0.20/sh) in Q2 2022; cash $38.1M, no debt.","Declared $0.15 quarterly dividend payable Oct 2, 2023 to holders of record Sep 1, 2023.","AUM/AUA totaled $16.2B; positive institutional inflows in Large Cap and SmidCap strategies.","60% of US value strategies beat benchmarks; Select Income and Global Real Estate posted top-decile Morningstar ranks."],"consensus_eps_estimate":null,"consensus_eps_actual":0.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":44672000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":292360,"accession_number":"0001165002-23-000051","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2023-05-02T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Westwood Holdings shareholders approve 350K-share increase to stock incentive plan","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All six director nominees elected; votes ranged from 4.4M to 5.2M for each.","Stockholders ratified BDO USA as independent auditor for 2023 with 7.0M for, 1.6K against.","Ninth Amended Stock Incentive Plan approved (3.98M for, 2.39M against, 61K abstain).","Advisory say-on-pay passed with 4.36M for; frequency of future votes set at 1 year (5.17M votes).","Plan amendment added 350,000 shares to the authorized pool under the incentive plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":292359,"accession_number":"0001165002-23-000045","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2023-04-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Westwood Q1 2023 revenue $22.7M, net income $0.7M; declares $0.15 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $22.7M vs $20.5M in Q4 2022 and $17.2M a year ago; net income $0.7M (vs net loss $3.1M in Q4).","Diluted EPS $0.09; non-GAAP Economic Earnings $3.6M ($0.45 per share) vs Q4 loss $0.7M.","Quarterly cash dividend of $0.15 declared, payable July 3, 2023 to holders of record June 2, 2023.","Integration of Salient Partners on track; increased Broadmark Asset Management stake to ~80%.","AUM/AUA $16.2B at quarter end; $32.3M cash and short-term investments, no debt."],"consensus_eps_estimate":null,"consensus_eps_actual":0.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":22727000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":313058,"accession_number":"0001165002-23-000028","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2023-02-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Westwood Holdings general counsel Julie Gerron resigns; effective April 3, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Julie K. Gerron, SVP, General Counsel and Chief Compliance Officer, resigned.","Her resignation is effective April 3, 2023; she will assist with transition.","Gerron had been with Westwood for 19 years.","No replacement has been announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":313057,"accession_number":"0001165002-23-000025","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2023-02-15T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Westwood Q4 rev $20.5M, net loss $3.1M; closed Salient acquisition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $20.5M (+6% YoY); net loss $3.1M vs net income $2.8M a year ago, including $5.3M acquisition expenses.","Acquisition of Salient Partners' asset management closed Nov 18; expected ~100% economic EPS accretion in first full year.","AUM rose to $14.8B from $11.5B QoQ, with $2.7B from Salient; AUA increased to $1.3B.","Declared $0.15/share quarterly dividend, payable April 3, 2023 to holders of record March 1.","Multiple strategies beat benchmarks; SmallCap Value, AllCap Value, Select Equity ranked top 20th percentile."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":68681000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":313056,"accession_number":"0001165002-23-000010","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K/A","filed_at":"2023-02-01T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Westwood acquisition of Salient reveals $33.8M partners' deficit, going-concern risk in audited 2021 financials","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Salient's 2021 operating revenue $28.4M (+10.7% YoY) but operating loss $1.3M; net income $17.9M on $18.4M debt forgiveness.","Salient had $40.2M assets vs $74.1M liabilities, resulting in negative equity of $33.8M as of Dec 31, 2021.","Auditor's report includes substantial doubt about Salient's ability to continue as a going concern.","Unaudited interim financials for 9 months ended Sep 30, 2022, also included in filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":331560,"accession_number":"0001104659-22-120547","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2022-11-21T23:59:59+00:00","items":["2.01","7.01","8.01","9.01"],"status":"ready","headline":"Westwood acquires Salient asset management business for $35M; AUM rises to $16.3B","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Upfront cash payment of $35M, plus up to $25M earn-out based on revenue retention and growth targets.","AUM increases 33% to $16.3B; adds Energy Infrastructure ($2.1B), Tactical Equity ($1.3B), Real Estate ($242M), Private Investments ($367M).","Expected ~100% accretion to economic EPS in 2023, first full year post-close.","Westwood acquires 47% stake in Broadmark Asset Management; restricted stock grants of $5M to six Energy Infrastructure team members."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":331559,"accession_number":"0001165002-22-000102","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2022-10-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Westwood reports Q3 net loss of $1.2M; revenue down to $15.4M; dividend $0.15","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $15.4M vs $15.6M Q2 and $17.9M year ago; net loss $1.2M (diluted EPS -$0.15) vs net income $1.9M in Q3 2021.","AUM $11.5B at Sep 30, down from $12.1B at Jun 30 due to market depreciation across most asset classes.","Non-GAAP Economic Earnings $0.8M ($0.10 per share) vs $1.6M Q2 and $3.7M a year ago; cash $74.0M, no debt.","Declared $0.15 quarterly dividend payable Jan 3, 2023 to holders of record Dec 2, 2022.","Salient acquisition on track: proxy solicitation for mutual fund move underway; expected close by end of 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":48225000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":349081,"accession_number":"0001165002-22-000088","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2022-07-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Westwood Q2 net loss of $0.4M; announces acquisition of Salient asset management","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $15.6M, down from $17.2M Q1 and $17.5M YoY; AUM fell to $12.1B from $13.9B at March 31.","GAAP diluted EPS -$0.05; Non-GAAP Economic Earnings $1.6M ($0.20/share) vs $1.9M ($0.24) Q1.","Strategic acquisition of Salient Partners' asset management business, subject to revenue retention and growth targets.","Board declared $0.15 dividend payable Oct 1, 2022 to record holders Sep 2, 2022.","Multiple value strategies beat benchmarks; Alternative Income mutual fund achieved top percentile ranking."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":32819000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":365932,"accession_number":"0001165002-22-000079","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2022-05-26T23:59:59+00:00","items":["1.01","5.02","7.01","9.01"],"status":"ready","headline":"Westwood to acquire Salient's asset management business for $35M cash plus up to $25M earn-out","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of Salient's $4.5B AUM increases Westwood's total AUM by 32% to $18.4B.","Upfront $35M cash, plus earn-out up to $25M based on revenue retention and growth targets.","Fabian Gomez appointed President, Porter Montgomery as COO, and Steven Paddon as Head of Institutional Sales.","Transaction expected to close by end of 2022, subject to client consents and customary conditions.","Westwood expects immediate accretion to earnings and will maintain a debt-free balance sheet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":365931,"accession_number":"0001165002-22-000070","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2022-05-03T23:59:59+00:00","items":["5.02","5.07","5.03","9.01"],"status":"ready","headline":"Stockholders approve incentive plan share increase and elimination of supermajority at 2022 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All five director nominees elected; Deloitte ratified as independent auditor for FY2022.","Stockholders approved First Amendment to Stock Incentive Plan, increasing authorized shares by 250,000.","Advisory say-on-pay proposal passed with ~73% of votes cast in favor.","Certificate of incorporation amended to eliminate supermajority voting requirements for amendments.","Stockholder rights agreement (poison pill) expired May 2, 2022; related preferred stock designation eliminated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":365930,"accession_number":"0001165002-22-000065","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2022-05-02T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Westwood Holdings dismisses Deloitte, appoints BDO as auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Dismissed Deloitte & Touche LLP effective April 26, 2022, upon filing of Q1 2022 Form 10-Q.","Appointed BDO USA LLP as new independent auditor for year ending Dec 31, 2022, subject to client acceptance.","No disagreements or reportable events with Deloitte during prior two fiscal years and interim period.","Deloitte's reports for 2020 and 2021 contained no adverse opinion or qualification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":365929,"accession_number":"0001165002-22-000057","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2022-04-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Westwood Q1 revenue $17.2M, net income $0.1M; EPS $0.01 vs $0.52 YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $17.2M vs Q4 $19.4M and Q1 2021 $18.3M; lower performance fees drove decline.","Net income $0.1M ($0.01 diluted EPS) vs Q4 $2.8M ($0.36) and Q1 2021 $4.1M ($0.52).","Non-GAAP Economic Earnings $1.9M ($0.24/share) vs Q4 $4.7M ($0.59) and Q1 2021 $6.3M ($0.79).","AUM $13.9B at March 31, down from $14.5B at Dec 31, 2021; cash $73.5M, no debt.","Quarterly dividend $0.15/share declared, payable July 1, 2022 to holders of record June 3."],"consensus_eps_estimate":null,"consensus_eps_actual":0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":17216000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":385441,"accession_number":"0001165002-22-000004","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2022-02-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Westwood Q4 revenue $19.4M (+13% YoY); 2021 net income $9.8M vs loss $8.9M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $19.4M, up from $17.1M YoY; net income $2.8M flat YoY; diluted EPS $0.36.","Full-year 2021 net income $9.8M vs net loss $8.9M in 2020; EPS $1.23 vs -$1.12.","AUM grew to $14.5B at year-end from $13.8B prior quarter; strong strategy performance.","Board declared Q1 cash dividend $0.15 per share, payable April 1 to holders of record March 4.","Non-GAAP Economic Earnings Q4 $4.7M ($0.59/share) vs $4.6M ($0.58) in Q4 2020."],"consensus_eps_estimate":null,"consensus_eps_actual":1.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":73054000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":403318,"accession_number":"0001165002-21-000089","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2021-11-02T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Westwood Holdings amends bylaws; adopts majority voting for director elections","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board adopted Amended and Restated Bylaws effective October 27, 2021, including majority voting standard for uncontested director elections.","Bylaws adopt director resignation policy for incumbents failing to receive majority votes in uncontested elections.","Advance notice requirements adopted for stockholder nominations and proposals.","Board will propose eliminating two supermajority voting requirements from Charter, reducing to majority standard, at 2022 Annual Meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":403317,"accession_number":"0001165002-21-000083","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2021-10-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Westwood Q3 net income $1.9M vs loss; revenue up to $17.9M; dividend raised to $0.15/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $17.9M, up from $15.5M a year ago; net income $1.9M vs $10.3M loss.","Diluted EPS $0.24 vs loss of $1.31; non-GAAP economic EPS $0.47.","AUM $13.8B as of Sept 30, down from $14.4B at June 30; net outflows and market depreciation.","Board increased regular quarterly dividend to $0.15/share, payable Jan 3, 2022 to holders of record Dec 3, 2021.","Company held $76.6M cash; no debt; special dividend of $2.50/share paid in August."],"consensus_eps_estimate":null,"consensus_eps_actual":0.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":53663000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":422230,"accession_number":"0001165002-21-000068","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2021-07-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Westwood Q2 rev $17.5M, net income $1.0M, best sales quarter since 2016, declares $2.50 special dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $17.5M vs $18.3M Q1 and $15.9M YoY; net income $1.0M vs $4.1M Q1 (incl $6M gains) and vs $2.6M net loss YoY.","Non-GAAP economic earnings $2.8M ($0.35/share) vs $6.3M ($0.79) Q1 and $0.2M ($0.03) YoY.","Record net inflows of $1B (excl $1.6B Aviva transition); AUM $14.4B at June 30.","Regular dividend $0.10/share payable Oct 1; special dividend $2.50/share payable Aug 20; $0.3M in share repurchases.","Cash and short-term investments $92.3M, no debt; stockholder equity $134.7M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":35803000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":422229,"accession_number":"0001387131-21-007345","cik":1165002,"company_name":"WESTWOOD HOLDINGS GROUP INC","ticker":"WHG","form_type":"8-K","filed_at":"2021-07-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Westwood Holdings rejects $25/share unsolicited takeover proposal from Americana Partners","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Received two unsolicited proposals from Americana Partners since May; latest on June 14, 2021 offered $25.00 per share cash.","Board unanimously determined proposal significantly undervalues Westwood relative to standalone plan.","Americana has not provided evidence of financing ability for acquisition bid.","CEO cites cost reductions, pipeline opportunities, and technology investments as growth path.","RBC Capital Markets and Sidley Austin engaged as financial and legal advisors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":151240000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}