---
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"
generated_at: "2026-06-09T04:10:36.088742+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Westwood Holdings Q3 revenue $21.9M, net income $4.4M, declares $0.15 dividend

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001165002-23-000082
- JSON: https://secwatch.observer/filing/0001165002-23-000082.json
- Plain text: https://secwatch.observer/filing/0001165002-23-000082.txt

## Key facts
- Earnings Releases
  WESTWOOD HOLDINGS GROUP INC reported quarter ended September 30, 2023 results: net income $4.4 million, EPS $0.41.
  - Period: quarter ended September 30, 2023
  - Net income: $4.4 million
  - EPS: $0.41
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1165002/000116500223000082/0001165002-23-000082-index.htm

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