---
schema_version: "secwatch.filing_event.v1"
accession: "0001165002-25-000057"
form_type: "8-K"
ticker: "WHG"
cik: "0001165002"
company_name: "WESTWOOD HOLDINGS GROUP INC"
filed_at: "2025-10-30T23:59:59+00:00"
generated_at: "2026-05-17T01:14:50.031318+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Westwood Q3 net income rises to $3.7M from $0.1M YoY; declares $0.15 dividend

## Summary
- Revenue $24.3M (Q3 2025) vs $23.7M (Q3 2024); net income $3.7M vs $0.1M; diluted EPS $0.41 vs $0.01.
- Non-GAAP Economic Earnings $5.7M ($0.64/sh) vs $1.1M ($0.13/sh) in Q3 2024.
- AUM $17.3B, AUA $1.0B total $18.3B; MDST ETF reached $150M, captured 30% of monthly midstream ETF flows in September.
- Quarterly cash dividend $0.15/share, payable Jan 2, 2026, record Dec 1, 2025.
- Private fund raising exceeded annual goal; WEBs partnership launched 11 new sector ETFs.

## SEC filing metadata
- accession: 0001165002-25-000057
- form_type: 8-K
- ticker: WHG
- cik: 0001165002
- company_name: WESTWOOD HOLDINGS GROUP INC
- filed_at: 2025-10-30T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1165002/000116500225000057/0001165002-25-000057-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1165002/000116500225000057/whg-20251030.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001165002-25-000057
- JSON: https://secwatch.observer/filing/0001165002-25-000057.json
- Plain text: https://secwatch.observer/filing/0001165002-25-000057.txt

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