Westwood Holdings Group Inc (WHG) — SEC Filings
Westwood Holdings Group Inc (WHG) — 38 SEC filings. Latest: 10-Q (Apr 30, 2026). Includes 8 13F-HR, 8 8-K, 7 10-Q.
View Westwood Holdings Group Inc on SEC EDGAR
Overview
Westwood Holdings Group Inc (WHG) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-Q filed on Apr 30, 2026: Westwood Holdings Group Inc. filed its quarterly report (10-Q) on April 30, 2026, for the period ending March 31, 2026. The filing includes various exhibits such as the 10-Q itself in iXBRL format, certifications (EX-31.1, EX-31.2), and other business-related documents (EX-32.1, EX-32.2). It also co
Sentiment Summary
Across 38 filings, the sentiment breakdown is: 1 bullish, 2 bearish, 35 neutral. The dominant filing sentiment for Westwood Holdings Group Inc is neutral.
Filing Type Overview
Westwood Holdings Group Inc (WHG) has filed 7 10-Q, 8 13F-HR, 3 13F-HR/A, 8 8-K, 2 DEF 14A, 2 10-K, 2 SC 13G, 2 SC 13D/A, 4 SC 13G/A with the SEC between Jan 2024 to Apr 2026.
Filings by Year
Recent SEC Filings (38)
Risk Profile
Risk Assessment: Of WHG's 21 recent filings, 1 were flagged as high-risk, 6 as medium-risk, and 14 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $24.289M |
| Net Income | $3.729M |
| EPS | $0.44 |
| Cash Position | $21.604M |
Key Executives
- Brian P. McMahon
- David M. Shaffer
- J. Hale Hoak
- James M. Hoak, Jr.
- Brian R. Storm
- David M. Shiffman
- James M. Hoak Jr.
- Brian O. Casey
Industry Context
Westwood Holdings Group operates in the asset management industry, which is highly competitive and sensitive to market performance. Key trends include increasing demand for specialized investment strategies and the impact of regulatory changes. The company's revenue growth is closely tied to its ability to attract and retain assets under management.
Top Tags
quarterly-report (5) · compensation (4) · filing (3) · 10-Q (2) · financials (2) · management-change (2) · stock-based-compensation (2) · officer-compensation (2) · governance (2) · schedule-13d (2)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| SEC Accession Number | 0001165002-26-000034 | Unique identifier for this specific filing |
| Documents | 60 | Total number of documents included in the submission |
| Net Income (Q3 2025) | $3.729M | Increased from $0.159M in Q3 2024, a 2,245% increase. |
| Net Income (9M 2025) | $5.237M | Increased from $0.112M in 9M 2024, a 4,576% increase. |
| Total Revenues (Q3 2025) | $24.289M | Increased 2.4% from $23.719M in Q3 2024. |
| Total Revenues (9M 2025) | $70.661M | Increased 2.2% from $69.139M in 9M 2024. |
| Unrealized Appreciation on Private Investments (Q3 2025) | $1.932M | New income source, zero in Q3 2024. |
| Loss from Contingent Consideration (Q3 2024) | $1.824M | Eliminated in Q3 2025, significantly boosting net income. |
| Operating Lease ROU Assets (Sep 30, 2025) | $9.841M | Increased from $2.559M at Dec 31, 2024, indicating significant lease activity. |
| Cash and Cash Equivalents (Sep 30, 2025) | $21.604M | Increased from $18.847M at Dec 31, 2024. |
| Shares Outstanding (Oct 22, 2025) | 9,408,130 | Reflects current share count. |
| Basic EPS (Q3 2025) | $0.44 | Increased from $0.01 in Q3 2024. |
| Stock-based compensation expense | $1,380,000 | Q1 2024 |
| Fiscal Year End | 12/31 | Company's fiscal year end |
| Filing Date | 20250312 | Date the DEF 14A was submitted to the SEC. |
Frequently Asked Questions
What are the latest SEC filings for Westwood Holdings Group Inc (WHG)?
Westwood Holdings Group Inc has 38 recent SEC filings from Jan 2024 to Apr 2026, including 8 13F-HR, 8 8-K, 7 10-Q. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of WHG filings?
Across 38 filings, the sentiment breakdown is: 1 bullish, 2 bearish, 35 neutral. The dominant sentiment is neutral.
Where can I find Westwood Holdings Group Inc SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Westwood Holdings Group Inc (WHG) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Westwood Holdings Group Inc?
Key financial highlights from Westwood Holdings Group Inc's most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for WHG?
The investment thesis for WHG includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Westwood Holdings Group Inc?
Key executives identified across Westwood Holdings Group Inc's filings include Brian P. McMahon, David M. Shaffer, J. Hale Hoak, James M. Hoak, Jr., Brian R. Storm and 3 others.
What are the main risk factors for Westwood Holdings Group Inc stock?
Of WHG's 21 assessed filings, 1 were flagged high-risk, 6 medium-risk, and 14 low-risk.
What are recent predictions and forward guidance from Westwood Holdings Group Inc?
Forward guidance and predictions for Westwood Holdings Group Inc are extracted from SEC filings as they are enriched.