secwatch.observer — SEC 8-K summary
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Issuer:     WESTWOOD HOLDINGS GROUP INC (WHG)
CIK:        0001165002
Form:       8-K
Filed at:   2025-04-30T23:59:59+00:00
Accession:  0001165002-25-000035
Event type: earnings
Sentiment:  negative
Materiality: 0.65
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1165002/000116500225000035/0001165002-25-000035-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1165002/000116500225000035/whg-20250430.htm
  HTML page:      https://secwatch.observer/filing/0001165002-25-000035

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer