{"schema_version":"secwatch.filing_event.v1","accession":"0001165002-24-000037","form_type":"8-K","ticker":"WHG","cik":"0001165002","company_name":"WESTWOOD HOLDINGS GROUP INC","filed_at":"2024-05-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:17.504564+00:00","generated_at":"2026-06-03T02:10:37.329139+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"Westwood Q1 2024 comprehensive income $2.3M, up from $0.7M; revenue flat at $22.7M","bullets":["Comprehensive income $2.3M vs $0.7M in Q1 2023; diluted EPS $0.27 vs $0.09.","Revenue $22.7M, flat YoY and sequentially; AUM/AUA $17.2B, highest in six years.","Non-GAAP Economic Earnings $3.0M ($0.36) vs $1.7M ($0.22) a year ago.","Declared $0.15/share dividend payable July 1, 2024; cash $46.6M, debt-free.","Launched two ETFs (MDST on NYSE, WEEI on NASDAQ) in Q2 2024."],"urls":{"canonical":"https://secwatch.observer/filing/0001165002-24-000037","json":"https://secwatch.observer/filing/0001165002-24-000037.json","markdown":"https://secwatch.observer/filing/0001165002-24-000037.md","text":"https://secwatch.observer/filing/0001165002-24-000037.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1165002/000116500224000037/0001165002-24-000037-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1165002/000116500224000037/whg-20240501.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-03T02:10:37.329139+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":"1c732574c4fb21e2e66dbcaf006bddb57553693c","claim":"WESTWOOD HOLDINGS GROUP INC reported first quarter 2024 results: revenue $22.7 million, net income $2.3 million, EPS $0.27 per share.","evidence_excerpt":"for our first actively-managed Exchange-Traded Funds (\"ETFs\") went effective in March and both ETFs were launched early in the second quarter. ▪ Quarterly revenues totaled $22.7 million versus the fourth quarter's $23.2 million and $22.7 million a year ago. Comprehensive income of $2.3 million compared with the fourth quarter's $2.6 million and $0.7 million in","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1165002/000116500224000037/0001165002-24-000037-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter 2024"},{"label":"Revenue","value":"$22.7 million"},{"label":"Net income","value":"$2.3 million"},{"label":"EPS","value":"$0.27 per share"},{"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"}