---
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"
generated_at: "2026-06-03T02:10:37.329139+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Westwood Q1 2024 comprehensive income $2.3M, up from $0.7M; revenue flat at $22.7M

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001165002-24-000037
- JSON: https://secwatch.observer/filing/0001165002-24-000037.json
- Plain text: https://secwatch.observer/filing/0001165002-24-000037.txt

## Key facts
- Earnings Releases
  WESTWOOD HOLDINGS GROUP INC reported first quarter 2024 results: revenue $22.7 million, net income $2.3 million, EPS $0.27 per share.
  - Period: first quarter 2024
  - Revenue: $22.7 million
  - Net income: $2.3 million
  - EPS: $0.27 per share
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1165002/000116500224000037/0001165002-24-000037-index.htm

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