---
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"
generated_at: "2026-05-15T00:33:27.522538+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Westwood Q1 net income $0.8M, AUM grows to $18.3B, declares $0.15 dividend

## Summary
- 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.

## SEC filing metadata
- 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
- 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/1165002/000116500226000033/0001165002-26-000033-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1165002/000116500226000033/whg-20260430.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001165002-26-000033
- JSON: https://secwatch.observer/filing/0001165002-26-000033.json
- Plain text: https://secwatch.observer/filing/0001165002-26-000033.txt

## Key facts
- Earnings Releases
  WESTWOOD HOLDINGS GROUP INC reported the quarter ended March 31, 2026 results: revenue $25.0 million, net income $0.8 million, EPS $0.09.
  - Period: the quarter ended March 31, 2026
  - Revenue: $25.0 million
  - Net income: $0.8 million
  - EPS: $0.09
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1165002/000116500226000033/0001165002-26-000033-index.htm

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