{"schema_version":"secwatch.filing_event.v1","accession":"0001165002-26-000033","form_type":"8-K","ticker":"WHG","cik":"0001165002","company_name":"WESTWOOD HOLDINGS GROUP INC","filed_at":"2026-04-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.022258+00:00","generated_at":"2026-05-15T00:33:27.522538+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Westwood Q1 net income $0.8M, AUM grows to $18.3B, declares $0.15 dividend","bullets":["Q1 revenue $25.0M, up 7.3% YoY from $23.3M; net income $0.8M vs $0.5M YoY.","AUM climbed to $18.3B (+$0.8B), driven by energy secondaries fund final close >$300M and ETF platform >$300M.","Diluted GAAP EPS $0.09 vs $0.05 YoY; Non-GAAP Economic EPS $0.31 vs $0.29 YoY.","Quarterly dividend $0.15/share declared, payable July 1 to holders of record June 1.","Cash and investments $52.1M; no debt; stockholders' equity $125.0M."],"urls":{"canonical":"https://secwatch.observer/filing/0001165002-26-000033","json":"https://secwatch.observer/filing/0001165002-26-000033.json","markdown":"https://secwatch.observer/filing/0001165002-26-000033.md","text":"https://secwatch.observer/filing/0001165002-26-000033.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1165002/000116500226000033/0001165002-26-000033-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1165002/000116500226000033/whg-20260430.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T00:33:27.522538+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"4ec523dbcdc6cbca8452d3f5dea2c7d7d51644a8","claim":"WESTWOOD HOLDINGS GROUP INC reported the quarter ended March 31, 2026 results: revenue $25.0 million, net income $0.8 million, EPS $0.09.","evidence_excerpt":"Quarterly revenues totaled $25.0 million vs. $27.1 million in the fourth quarter and $23.3 million a year ago. Income of $0.8 million compared with $1.9 million in the fourth quarter and $0.5 million in 2025's first quarter.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1165002/000116500226000033/0001165002-26-000033-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended March 31, 2026"},{"label":"Revenue","value":"$25.0 million"},{"label":"Net income","value":"$0.8 million"},{"label":"EPS","value":"$0.09"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}