---
schema_version: "secwatch.filing_event.v1"
accession: "0001165002-26-000005"
form_type: "8-K"
ticker: "WHG"
cik: "0001165002"
company_name: "WESTWOOD HOLDINGS GROUP INC"
filed_at: "2026-02-13T23:59:59+00:00"
generated_at: "2026-05-16T02:43:41.460540+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Westwood Q4 revenue $27.1M, diluted EPS $0.21; declares $0.15 dividend; ETF AUM exceeds $200M

## Summary
- Q4 2025 revenue $27.1M (up 12% QoQ, up 6% YoY); GAAP diluted EPS $0.21 (vs $0.41 Q3 and $0.24 Q4 2024).
- Non-GAAP Economic EPS $0.36 vs $0.64 Q3 and $0.39 Q4 2024; full-year Economic EPS $1.61 vs $0.82 in 2024.
- Declares $0.15/sh dividend payable Apr 1, 2026 to holders of record Mar 3, 2026.
- ETF platform AUM exceeds $200M; private energy secondaries fund WES II closed with >$300M commitments.
- Firm-wide AUM/AUA $17.4B; cash $44.1M, no debt, equity $125.6M.

## SEC filing metadata
- accession: 0001165002-26-000005
- form_type: 8-K
- ticker: WHG
- cik: 0001165002
- company_name: WESTWOOD HOLDINGS GROUP INC
- filed_at: 2026-02-13T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- 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/1165002/000116500226000005/0001165002-26-000005-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1165002/000116500226000005/whg-20260213.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001165002-26-000005
- JSON: https://secwatch.observer/filing/0001165002-26-000005.json
- Plain text: https://secwatch.observer/filing/0001165002-26-000005.txt

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