WHG 8-K: SEC filing

Westwood Holdings Group

Filed with the SEC on · accession 0001165002-26-000059

WHG filed a 8-K (current report) with the SEC on Nov 5, 2026. Westwood Holdings Group reported Q3 2026 earnings with revenues of $26.6 million, net income of $3.1 million, and diluted EPS of $0.34. The stock moved -3.8% by the first close after the filing.

Summary of the filing

Westwood Holdings Group reported Q3 2026 earnings with revenues of $26.6 million, net income of $3.1 million, and diluted EPS of $0.34. The company launched its first ETF on the Texas Stock Exchange (PWRX), surpassed $430 million in ETF platform assets, and declared a quarterly dividend of $0.15 per share.

Key details

Quarterly revenues$26.6M
Net income$3.1M
Non-GAAP Economic Earnings$4.4M
Cash and investments$65.0M
Stockholders' equity$129.1M
Quarterly cash dividend per share$0
ETF platform assets$430.0M
Private capital commitments closed in quarter$30.0M
Year-to-date private capital commitments$200.0M
Defined contribution plan funded$450.0M
Firmwide assets under management and advisement$17.1B
Assets under management$16.1B
Assets under advisement$1.0B
One-time severance-related compensation expenses$1.7M
IssuerWestwood Holdings Group, Inc.
Listing venue for new etf pwrxTexas Stock Exchange
CeoBrian Casey

How WHG stock reacted

Close before

$19.24

Nov 4, 2026

First close after

-3.85%

$18.50

5 trading days

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Since filing

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Frequently asked questions

What did WHG file with the SEC on Nov 5, 2026?

WHG filed a 8-K (SEC filing). Westwood Holdings Group reported Q3 2026 earnings with revenues of $26.6 million, net income of $3.1 million, and diluted EPS of $0.34. The company launched its first ETF on the Texas Stock Exchange (PWRX), surpassed $430 million in ETF platform assets, and declared a quarterly dividend of $0.15 per share.

How do I read a 8-K?

A report of a major event, filed within four business days: results, deals, leadership changes, bankruptcy and more. The "Item" number tells you the topic (e.g. 2.02 results, 5.02 executive change, 1.01 new agreement, 1.03 bankruptcy). Exhibits (99.1 press release) usually hold the details.

Why are SEC filings important?

Public companies must tell the SEC about anything that can change their value — results, leadership changes, big deals, new shares, bankruptcy. Filings are the official source, often before the news. A 8-K (current report): A report of a major event, filed within four business days: results, deals, leadership changes, bankruptcy and more.

How did WHG stock react to this filing?

WHG closed at $19.24 before the filing and $18.50 on Nov 5, 2026 (-3.85%).

Other WHG SEC filings

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