FWM
WEEI

Foguth Wealth Management’s Westwood Salient Enhanced Energy Income ETF WEEI Stock Holding History

Foguth Wealth Management’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
Q1 		$287K Buy
+12,323
New +$286K 0.03% 169

Other funds holding WEEI

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $21.3B AUM 22.13% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Foguth Wealth Management's WEEI Position: Q1 2026 in Review

Foguth Wealth Management opened a new position in Westwood Salient Enhanced Energy Income ETF (WEEI) in Q1 2026: 12,323 shares worth $287K. The stake represents 0.03% of the portfolio and ranks #169 among its holdings.

14 funds tracked by Wall St. Rank hold WEEI as of Q1 2026.

  • Foguth Wealth Management held 12,323 shares of Westwood Salient Enhanced Energy Income ETF worth $287K as of Q1 2026.
  • Westwood Salient Enhanced Energy Income ETF was a new Foguth Wealth Management position in Q1 2026.
  • Westwood Salient Enhanced Energy Income ETF made up 0.03% of Foguth Wealth Management's portfolio in Q1 2026, its #169 holding.
  • 14 funds tracked by Wall St. Rank held Westwood Salient Enhanced Energy Income ETF as of Q1 2026.

Based on Foguth Wealth Management's 13F filing for Q1 2026, filed 1 Jun 2026.