secwatch.observer — SEC 8-K summary
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Issuer:     WESTWOOD HOLDINGS GROUP INC (WHG)
CIK:        0001165002
Form:       8-K
Filed at:   2025-02-12T23:59:59+00:00
Accession:  0001165002-25-000005
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1165002/000116500225000005/0001165002-25-000005-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1165002/000116500225000005/whg-20250212.htm
  HTML page:      https://secwatch.observer/filing/0001165002-25-000005

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