---
schema_version: "secwatch.filing_event.v1"
accession: "0001165002-24-000075"
form_type: "8-K"
ticker: "WHG"
cik: "0001165002"
company_name: "WESTWOOD HOLDINGS GROUP INC"
filed_at: "2024-10-30T23:59:59+00:00"
generated_at: "2026-05-30T08:01:32.146378+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Westwood Q3 revenue up to $23.7M but comprehensive income slumps to $0.1M; AUM hits $17.7B

## Summary
- Revenue of $23.7M (up from $22.7M Q2 and $21.9M YoY); comprehensive income $0.1M vs $3.4M YoY due to higher expenses and contingent consideration adjustment.
- GAAP diluted EPS $0.01 vs ($0.27) Q2 and $0.41 YoY; Non-GAAP Economic EPS $0.13 vs $0.80 YoY.
- Firmwide AUM $17.7B, highest in 6 years; cash $48.3M, no debt.
- Quarterly dividend of $0.15/share declared, payable Jan 3, 2025 to holders of record Dec 2, 2024.
- Partnership with ETF pioneer Ben Fulton (WEBs) to develop new ETF strategies; MDST ETF passed critical thresholds.

## SEC filing metadata
- accession: 0001165002-24-000075
- form_type: 8-K
- ticker: WHG
- cik: 0001165002
- company_name: WESTWOOD HOLDINGS GROUP INC
- filed_at: 2024-10-30T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- 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/1165002/000116500224000075/0001165002-24-000075-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1165002/000116500224000075/whg-20241030.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001165002-24-000075
- JSON: https://secwatch.observer/filing/0001165002-24-000075.json
- Plain text: https://secwatch.observer/filing/0001165002-24-000075.txt

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