Welcome to our dedicated page for Westwood Hldgs SEC filings (Ticker: WHG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Westwood Holdings Group, Inc. reported improved operating results for the quarter ended June 30, 2025. Total revenues were $23,120 (in thousands) for the quarter and $46,372 (in thousands) for the six months. The company returned to GAAP profitability, reporting net income of $1,031 (in thousands) for the quarter and $1,508 (in thousands) for the six months, with diluted EPS of $0.12 for the quarter and $0.17 for six months. Firm-wide assets under management rose 10% year-over-year to $17.341 billion at June 30, 2025, while assets under advisement were $939 million.
Liquidity and capital items: cash and cash equivalents were $15,403 (in thousands) and total investments were $35,712 (in thousands), with combined cash and liquid investments of $33.1 million noted in MD&A. The company has no debt, a remaining share repurchase capacity of $5.5 million, and declared a quarterly dividend of $0.15 per share on August 8, 2025. The company completed the final payment for a revenue retention earn-out in 2025 and has a June 30, 2025 fair-value measure for a growth earn-out reflected in contingent consideration disclosures. A long-term office lease renewal was executed with an approximate $8.7 million base rent obligation.
Westwood Holdings Group announced it has furnished a press release reporting its financial results for the quarter ended June 30, 2025. The Current Report states the press release is furnished and shall not be deemed "filed" for purposes of Section 18, limiting the filing liabilities associated with the disclosure. The company's Board approved a quarterly cash dividend of $0.15 per common share, payable on October 1, 2025 to stockholders of record on September 2, 2025. The filing identifies the registrant as WHG (New York Stock Exchange). This 8-K does not itself include detailed financial line-item results; those are provided in Exhibit 99.1.
Settian Capital LP, PAVP Family Office Fund LP and managing partner Karl K. Segerberg have filed an initial Schedule 13D announcing a 5.0 % beneficial stake (470,515 shares) in Westwood Holdings Group Inc. (WHG). PAVP directly holds 211,732 shares (2.3 %), while Settian Capital, as adviser, and Segerberg, as control person, report the full position. The shares were accumulated in the open market for an aggregate $7.43 million.
The investors believe WHG is undervalued and list a wide spectrum of potential value-creation actions they may advocate, including M&A, capital raises, dividend policy changes, board or management refreshment, operational efficiencies and use of AI. They may increase or decrease their holdings as conditions warrant. No lock-ups, voting agreements or other arrangements were disclosed, and the group reports no legal proceedings.
The filing formally positions Settian/Segerberg as a possible activist catalyst for WHG but stops short of any concrete proposal at this time.
Westwood Holdings Group, Inc. (WHG) 鈥� SEC Form 3 filing
On 20 June 2025 a Form 3 was filed for Janice Ryan, who joined WHG鈥檚 Board of Directors on 3 June 2025. The form serves as the initial statement of beneficial ownership required under Section 16(a).
- Securities owned: 0 shares of WHG common stock reported; no derivative securities disclosed.
- Ownership form: Direct (D); no indirect or joint holdings indicated.
- Filing logistics: The report notes a filing delay attributed to enrollment in EDGAR Next.
No financial metrics, compensation data, or additional transactions are included. The filing is administrative, signalling Ryan鈥檚 formal board appointment and confirming that, as of the event date, she holds no WHG equity.
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