Recent 8-K filings for WHG

• 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.

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