---
schema_version: "secwatch.filing_event.v1"
accession: "0001165002-25-000046"
form_type: "8-K"
ticker: "WHG"
cik: "0001165002"
company_name: "WESTWOOD HOLDINGS GROUP INC"
filed_at: "2025-08-08T23:59:59+00:00"
generated_at: "2026-05-17T16:09:58.110332+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Westwood Q2 net income $1.0M vs year-ago loss; AUM up to $18.3B

## Summary
- Revenue $23.1M (flat QoQ, up from $22.7M YoY); net income $1.0M vs loss of $2.2M in Q2 2024.
- Diluted EPS $0.12 vs loss of $0.27 per share a year ago; Non-GAAP Economic EPS $0.32 vs loss of $0.06.
- Assets under management $18.3B, up from $16.8B a year ago; cash and liquid investments $33.1M, no debt.
- Quarterly cash dividend of $0.15 per share declared, payable Oct 1, 2025 to holders of record Sep 2, 2025.
- Notable milestones: joined Russell 2000; MDST ETF surpassed $100M; strong intermediary sales quarter.

## SEC filing metadata
- accession: 0001165002-25-000046
- form_type: 8-K
- ticker: WHG
- cik: 0001165002
- company_name: WESTWOOD HOLDINGS GROUP INC
- filed_at: 2025-08-08T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- 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/1165002/000116500225000046/0001165002-25-000046-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1165002/000116500225000046/whg-20250808.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001165002-25-000046
- JSON: https://secwatch.observer/filing/0001165002-25-000046.json
- Plain text: https://secwatch.observer/filing/0001165002-25-000046.txt

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