---
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"
generated_at: "2026-06-12T11:43:50.179289+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Westwood Holdings reports Q2 net income $2.9M vs year-ago loss; revenue $21.9M

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001165002-23-000068
- JSON: https://secwatch.observer/filing/0001165002-23-000068.json
- Plain text: https://secwatch.observer/filing/0001165002-23-000068.txt

## Key facts
- Earnings Releases
  WESTWOOD HOLDINGS GROUP INC reported second quarter 2023 results: revenue $21.9 million, net income $2.9 million.
  - Period: second quarter 2023
  - Revenue: $21.9 million
  - Net income: $2.9 million
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1165002/000116500223000068/0001165002-23-000068-index.htm

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