secwatch.observer — SEC 8-K summary
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Issuer:     WESTWOOD HOLDINGS GROUP INC (WHG)
CIK:        0001165002
Form:       8-K
Filed at:   2025-08-08T23:59:59+00:00
Accession:  0001165002-25-000046
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1165002/000116500225000046/0001165002-25-000046-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1165002/000116500225000046/whg-20250808.htm
  HTML page:      https://secwatch.observer/filing/0001165002-25-000046

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