---
schema_version: "secwatch.filing_event.v1"
accession: "0001165002-25-000005"
form_type: "8-K"
ticker: "WHG"
cik: "0001165002"
company_name: "WESTWOOD HOLDINGS GROUP INC"
filed_at: "2025-02-12T23:59:59+00:00"
generated_at: "2026-05-26T22:43:29.333131+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Westwood Q4 revenue up 10% QoQ to $25.6M; Economic EPS $0.39 vs $0.13 Q3; board adds $5M buyback

## Summary
- Q4 revenue $25.6M (+10% QoQ, +10% YoY); GAAP diluted EPS $0.24 (vs $0.01 Q3, $0.32 Q4 2023).
- Non-GAAP Economic EPS $0.39 (Q3: $0.13; Q4 2023: $0.34); full-year Economic EPS $0.82 vs $2.26.
- AUM/AUA $17.6B; MDST ETF reached $73M AUM; launched two WEBs volatility-managed ETFs (DVSP, DVQQ).
- Board authorized additional $5.0M in share repurchases; quarterly dividend $0.15/sh declared (payable Apr 1/25).
- No debt; cash & liquid investments $44.6M at Dec 31, 2024.

## SEC filing metadata
- accession: 0001165002-25-000005
- form_type: 8-K
- ticker: WHG
- cik: 0001165002
- company_name: WESTWOOD HOLDINGS GROUP INC
- filed_at: 2025-02-12T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- 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/1165002/000116500225000005/0001165002-25-000005-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1165002/000116500225000005/whg-20250212.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001165002-25-000005
- JSON: https://secwatch.observer/filing/0001165002-25-000005.json
- Plain text: https://secwatch.observer/filing/0001165002-25-000005.txt

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