{"schema_version":"secwatch.filing_event.v1","accession":"0001165002-23-000082","form_type":"8-K","ticker":"WHG","cik":"0001165002","company_name":"WESTWOOD HOLDINGS GROUP INC","filed_at":"2023-10-31T23:59:59+00:00","discovered_at":"2026-05-14T18:03:28.396535+00:00","generated_at":"2026-06-09T04:10:36.088742+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Westwood Holdings Q3 revenue $21.9M, net income $4.4M, declares $0.15 dividend","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001165002-23-000082","json":"https://secwatch.observer/filing/0001165002-23-000082.json","markdown":"https://secwatch.observer/filing/0001165002-23-000082.md","text":"https://secwatch.observer/filing/0001165002-23-000082.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1165002/000116500223000082/0001165002-23-000082-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1165002/000116500223000082/whg-20231031.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T04:10:36.088742+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":"5d71ec4a38282071f5bda3844bf0a9664a925c14","claim":"WESTWOOD HOLDINGS GROUP INC reported quarter ended September 30, 2023 results: net income $4.4 million, EPS $0.41.","evidence_excerpt":"Third quarter net income of $4.4 million compared to the second quarter's $2.9 million due to the receipt of life insurance proceeds offset by changes in the fair value of contingent consideration. Diluted earnings (loss) per share (\"EPS\") of $0.41 compared to $0.36 for the second quarter.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1165002/000116500223000082/0001165002-23-000082-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"quarter ended September 30, 2023"},{"label":"Net income","value":"$4.4 million"},{"label":"EPS","value":"$0.41"},{"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"}