CD
WEEI

Chapin Davis’s Westwood Salient Enhanced Energy Income ETF WEEI Stock Holding History

Chapin Davis’s Portfolio WEEI Stock Details WEEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$354K Buy
16,000
+7,000
+78% +$165K 0.06% 179
2026
Q1 		$221K Buy
+9,000
New +$209K 0.05% 239

Other funds holding WEEI

WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Chapin Davis's WEEI Position: Q2 2026 in Review

Chapin Davis increased its Westwood Salient Enhanced Energy Income ETF (WEEI) stake by 78% in Q2 2026, buying an estimated $165K and bringing the position to 16,000 shares worth $354K. The position accounts for 0.06% of the portfolio, ranked #179.

Chapin Davis first reported a position in WEEI in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold WEEI as of Q2 2026.

  • Chapin Davis held 16,000 shares of Westwood Salient Enhanced Energy Income ETF worth $354K as of Q2 2026.
  • Chapin Davis bought 7,000 Westwood Salient Enhanced Energy Income ETF shares in Q2 2026, an estimated $165K.
  • Westwood Salient Enhanced Energy Income ETF made up 0.06% of Chapin Davis's portfolio in Q2 2026, its #179 holding.
  • Chapin Davis first reported a position in Westwood Salient Enhanced Energy Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Westwood Salient Enhanced Energy Income ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.