---
schema_version: "secwatch.filing_event.v1"
accession: "0001165002-25-000035"
form_type: "8-K"
ticker: "WHG"
cik: "0001165002"
company_name: "WESTWOOD HOLDINGS GROUP INC"
filed_at: "2025-04-30T23:59:59+00:00"
generated_at: "2026-05-23T01:59:57.258554+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Westwood Q1 2025 EPS $0.05 vs $0.27 YoY; revenue $23.3M; declares $0.15 dividend

## Summary
- Revenue $23.3M (down 9% QoQ, up 2% YoY); net income $0.5M vs $2.1M Q4 and $2.3M YoY.
- Non-GAAP Economic Earnings $2.5M ($0.29/share) vs $3.4M Q4 and $3.0M YoY.
- AUM $17.0B; won ~$1B sub-advisory mandate in Small Cap Value; Intermediary best sales since 2022.
- Launched LBRTY Global Equity ETF (NYSE: BFRE); MDST ETF one-year anniversary at 10.5% distribution.
- Declared $0.15/share cash dividend, payable July 1, 2025 to holders of record June 2.

## SEC filing metadata
- accession: 0001165002-25-000035
- form_type: 8-K
- ticker: WHG
- cik: 0001165002
- company_name: WESTWOOD HOLDINGS GROUP INC
- filed_at: 2025-04-30T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1165002/000116500225000035/0001165002-25-000035-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1165002/000116500225000035/whg-20250430.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001165002-25-000035
- JSON: https://secwatch.observer/filing/0001165002-25-000035.json
- Plain text: https://secwatch.observer/filing/0001165002-25-000035.txt

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