secwatch.observer — SEC 8-K summary
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Issuer:     WESTWOOD HOLDINGS GROUP INC (WHG)
CIK:        0001165002
Form:       8-K
Filed at:   2026-04-30T23:59:59+00:00
Accession:  0001165002-26-000033
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1165002/000116500226000033/0001165002-26-000033-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1165002/000116500226000033/whg-20260430.htm
  HTML page:      https://secwatch.observer/filing/0001165002-26-000033

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer