{"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}