---
schema_version: "secwatch.filing_event.v1"
accession: "0001165002-24-000009"
form_type: "8-K"
ticker: "WHG"
cik: "0001165002"
company_name: "WESTWOOD HOLDINGS GROUP INC"
filed_at: "2024-02-14T23:59:59+00:00"
generated_at: "2026-06-06T02:04:02.995036+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Westwood Q4 revenues $23.2M, net income $2.6M vs loss; declares $0.15 dividend

## Summary
- Q4 revenues $23.2M (+13% YoY); comprehensive income $2.6M vs net loss of $3.1M in Q4 2022.
- Non-GAAP Economic Earnings $5.2M ($0.63/share) vs loss of $0.7M ($0.09 loss) in Q4 2022.
- Full year 2023 net income $10.6M ($1.17 diluted EPS) vs net loss of $4.6M ($0.59 loss) in 2022.
- Cash $53.1M, no debt; AUM $15.5B; declared $0.15/share dividend payable April 3, 2024.
- SmidCap Value institutional wins expected to fund H1 2024; Managed Investment Solutions team joined.

## SEC filing metadata
- accession: 0001165002-24-000009
- form_type: 8-K
- ticker: WHG
- cik: 0001165002
- company_name: WESTWOOD HOLDINGS GROUP INC
- filed_at: 2024-02-14T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1165002/000116500224000009/0001165002-24-000009-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1165002/000116500224000009/whg-20240214.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001165002-24-000009
- JSON: https://secwatch.observer/filing/0001165002-24-000009.json
- Plain text: https://secwatch.observer/filing/0001165002-24-000009.txt

## Key facts
- Earnings Releases
  WESTWOOD HOLDINGS GROUP INC reported financial results for the quarter ended December 31, 2023.
  - Period: the quarter ended December 31, 2023
  - Result: reported results
  source text: On February 14, 2024, Westwood Holdings Group, Inc. (“Westwood”) announced its financial results for the quarter ended December 31, 2023, a copy of which is furnished with this Current Report on Form 8-K as Exhibit 99.1.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1165002/000116500224000009/0001165002-24-000009-index.htm

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