WHG at a glance
WESTWOOD HOLDINGS GROUP INC (WHG, SEC CIK 1165002) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as August 7, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), WESTWOOD HOLDINGS GROUP INC (WHG) reported revenue of $97.8 million (up 3.2% from FY2024) and net income of $7.1 million. Diluted EPS was $0.79.
- As of June 30, 2026, 17 institutional investment managers tracked by SignalX reported holding WESTWOOD HOLDINGS GROUP INC (WHG) shares worth $45.2 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by BYRNE SUSAN M on July 2, 2026 of 4,481 shares at $19.88 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $97.8M
- +3.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 17 funds
- $45.2M · −1 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 7.01 · Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $25.343M, up 10% YoY from $23.120M
- Net operating margin 8.1% vs 3.8% YoY; net income margin 6.0% vs 4.5%
- Best segment Trust Economic Earnings $963K, up 9%; worst Westwood Holdings loss $3.131M
- Cash and investments $56.5M vs $63.4M at December 31, 2025
- Net outflows $1.6B, primarily LargeCap Value and SmallCap Value strategies; Section 162(m) could raise 2027 tax expense
Risk Factors
- No material changes to risk factors previously disclosed in the Form 10-K
- Carried-forward business risk: any single risk or combination could materially adversely affect operations, cash flows, and stock price
- No newly triggered regulatory, legal, or compliance risk disclosed
- No quarter-end share repurchases during the three months ended June 30, 2026
AI summary of the WHG 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Quarterly cash dividend of $0.15 per common share approved by the Board
- October 1, 2026 payment date for stockholders of record September 1, 2026
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results announced for quarter ended June 30, 2026
- Full results furnished in Exhibit 99.1, requiring review for revenue, earnings, and assets-under-management trends
Item 5.07: Submission of Matters to a Vote of Security Holders
- All six director nominees elected, maintaining board continuity through the next annual meeting
- BDO USA, P.C. auditor ratification approved for fiscal year ending December 31, 2026
Item 2.02: Results of Operations and Financial Condition
- Westwood announced financial results for quarter ended March 31, 2026
- Detailed results furnished in Exhibit 99.1, requiring review for revenue, earnings, assets, and outlook implications
Item 7.01: Regulation FD Disclosure
- Quarterly cash dividend of $0.15 per common share approved by the Board
- Payment date: July 1, 2026
AI summaries of WHG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for WHG
Don't miss the next WHG filing
- Alerts as it files. A push when WHG files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut WHG, by share count.
- Ask anything. An AI agent that reads every WHG filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| BYRNE SUSAN M | Sell | Jul 2, 2026 | 4,481 | $19.88 |
| BYRNE SUSAN M | Sell | Jul 1, 2026 | 3,584 | $19.35 |
| BYRNE SUSAN M | Sell | Jun 30, 2026 | 1,091 | $19.17 |
| BYRNE SUSAN M | Sell | Jun 30, 2026 | 1,091 | $19.17 |
| BYRNE SUSAN M | Sell | Jun 29, 2026 | 7,192 | $20.03 |
| BYRNE SUSAN M | Sell | Jun 29, 2026 | 7,129 | $20.03 |
| BYRNE SUSAN M | Sell | Jun 26, 2026 | 4,274 | $19.39 |
| BYRNE SUSAN M | Sell | Jun 26, 2026 | 4,274 | $19.39 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $94.7M | $97.8M |
| Operating Income | - | $830K | $5.0M |
| Net Income | $10.6M | $2.2M | $7.1M |
| Op. Margin | - | 0.9% | 5.1% |
| Net Margin | - | 2.3% | 7.2% |
| Balance Sheet | |||
| Total Assets | $155.2M | $150.0M | $162.3M |
| Equity | - | $120.3M | $125.6M |
| ROE | - | 1.8% | 5.6% |
| Per Share | |||
| EPS | $1.17 | $0.26 | $0.79 |
| Cash Flow | |||
| Operating CF | - | $21.1M | $18.9M |
| CapEx | $147K | $109K | $86K |
Source: XBRL data in WESTWOOD HOLDINGS GROUP INC (WHG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WHG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 17 | $45.2M |
| Q1 2026 | 18 | $36.9M |
| Q4 2025 | 16 | $31.9M |
| Q3 2025 | 14 | $30.4M |
| Q2 2025 | 15 | $27.9M |
| Q1 2025 | 12 | $20.6M |
| Q4 2024 | 9 | $16.7M |
| Q3 2024 | 5 | $10.5M |
- WESTWOOD HOLDINGS GROUP INC+74.7K (+17%)
- BlackRock+72.8K (+14%)
- Vanguard Portfolio Management LLC+7.1K (+17%)
- Vanguard Capital Management LLC+6.5K (+2%)
- Morgan Stanley+5.8K (+36%)
- Renaissance Technologies LLC−22.2K (-6%)
- Northern Trust−13.7K (-20%)
- Bank of America Corp−9.5K (-17%)
- State Street Corp−1.4K (-2%)
- BNY Mellon−771 (-4%)
- Goldman Sachs Group−12.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 106 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WHG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 13F-HR | Aug 14, 2026 | Jun 30, 2026 | - | |
| 4 | Aug 7, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 9, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| SC 13G | May 27, 2026 | - | - | |
| 13F-HR | May 15, 2026 | Mar 31, 2026 | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 4 | May 4, 2026 | - | - | - |
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WHG SEC filings: frequently asked questions
Which institutions hold WHG stock?
As of June 30, 2026, the largest WESTWOOD HOLDINGS GROUP INC (WHG) holders among the 13F filers tracked by SignalX were BlackRock ($11.2 million), WESTWOOD HOLDINGS GROUP INC ($9.9 million), Renaissance Technologies LLC ($6.3 million), Vanguard Capital Management LLC ($6.3 million), Dimensional Fund Advisors ($5.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WHG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), WESTWOOD HOLDINGS GROUP INC (WHG) reported revenue of $97.8 million (up 3.2% from FY2024) and net income of $7.1 million. Diluted EPS was $0.79. The figures come from the XBRL data in the 10-K.
What did WHG report in its latest 8-K?
WESTWOOD HOLDINGS GROUP INC (WHG) filed an 8-K on August 6, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 2.02 (Results of Operations and Financial Condition). Quarterly cash dividend of $0.15 per common share approved by the Board.
What are the latest WHG SEC filings?
WESTWOOD HOLDINGS GROUP INC (WHG) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on August 7, 2026.
What is WHG's SEC CIK number?
WESTWOOD HOLDINGS GROUP INC (WHG)'s SEC Central Index Key (CIK) is 1165002. EDGAR lists every WHG filing under that number.
Ask anything about WHG
The research agent reads WHG's filings, financials, insider trades and 13F holders, then answers with sources.