Recent 8-K filings for WHG

• May 05, 2026 23:59 UTC other materiality 0.15 neutral item 5.02item 5.07item 9.01

  Westwood Holdings shareholders approve 200,000-share increase in stock incentive plan and elect directors

  Stockholders approved adding 200,000 shares to the Twelfth Amended and Restated Stock Incentive Plan.

• Apr 30, 2026 23:59 UTC earnings materiality 0.70 positive item 2.02item 7.01item 9.01

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

  Q1 revenue $25.0M, up 7.3% YoY from $23.3M; net income $0.8M vs $0.5M YoY.

• Feb 13, 2026 23:59 UTC earnings materiality 0.65 neutral item 2.02item 7.01item 9.01

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

  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).

• Oct 30, 2025 23:59 UTC earnings materiality 0.75 positive item 2.02item 7.01item 9.01

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

  Revenue $24.3M (Q3 2025) vs $23.7M (Q3 2024); net income $3.7M vs $0.1M; diluted EPS $0.41 vs $0.01.

• Aug 08, 2025 23:59 UTC earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  Westwood Q2 net income $1.0M vs year-ago loss; AUM up to $18.3B

  Revenue $23.1M (flat QoQ, up from $22.7M YoY); net income $1.0M vs loss of $2.2M in Q2 2024.

• Jun 03, 2025 23:59 UTC leadership materiality 0.25 neutral item 5.02item 9.01

  Westwood Holdings appoints Jan Ryan to Board of Directors effective May 30, 2025

  Jan Ryan appointed to Westwood's Board, effective May 30, 2025, bringing over 30 years of experience.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.75 · Median 0.68 · Most common event earnings

3 positive 0 negative 3 neutral

source · WHG on sec.gov