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

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return