{"schema_version":"secwatch.filing_event.v1","accession":"0001165002-23-000068","form_type":"8-K","ticker":"WHG","cik":"0001165002","company_name":"WESTWOOD HOLDINGS GROUP INC","filed_at":"2023-08-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:33.276345+00:00","generated_at":"2026-06-12T11:43:50.179289+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"confidence":"high","headline":"Westwood Holdings reports Q2 net income $2.9M vs year-ago loss; revenue $21.9M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001165002-23-000068","json":"https://secwatch.observer/filing/0001165002-23-000068.json","markdown":"https://secwatch.observer/filing/0001165002-23-000068.md","text":"https://secwatch.observer/filing/0001165002-23-000068.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1165002/000116500223000068/0001165002-23-000068-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1165002/000116500223000068/whg-20230802.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T11:43:50.179289+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"dbb5dd74af425034ef21f4bb6236908fc3713782","claim":"WESTWOOD HOLDINGS GROUP INC reported second quarter 2023 results: revenue $21.9 million, net income $2.9 million.","evidence_excerpt":"Revenues totaled $21.9 million compared with the first quarter's $22.7 million and $15.6 million a year ago. Net income of $2.9 million compared with the first quarter's $0.7 million and a net loss of $0.4 million in 2022's second quarter.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1165002/000116500223000068/0001165002-23-000068-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter 2023"},{"label":"Revenue","value":"$21.9 million"},{"label":"Net income","value":"$2.9 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}