---
schema_version: "secwatch.filing_event.v1"
accession: "0001165002-21-000068"
form_type: "8-K"
ticker: "WHG"
cik: "0001165002"
company_name: "WESTWOOD HOLDINGS GROUP INC"
filed_at: "2021-07-27T23:59:59+00:00"
generated_at: "2026-06-30T02:05:14.435918+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Westwood Q2 rev $17.5M, net income $1.0M, best sales quarter since 2016, declares $2.50 special dividend

## Summary
- 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.

## SEC filing metadata
- accession: 0001165002-21-000068
- form_type: 8-K
- ticker: WHG
- cik: 0001165002
- company_name: WESTWOOD HOLDINGS GROUP INC
- filed_at: 2021-07-27T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1165002/000116500221000068/0001165002-21-000068-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1165002/000116500221000068/whg-20210727.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001165002-21-000068
- JSON: https://secwatch.observer/filing/0001165002-21-000068.json
- Plain text: https://secwatch.observer/filing/0001165002-21-000068.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.