LPL Financial
WEEI

LPL Financial’s Westwood Salient Enhanced Energy Income ETF WEEI Stock Holding History

LPL Financial’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 		$4.31M Buy
175,291
+160,046
+1,050% +$3.71M ﹤0.01% 2770
2025
Q4 		$327K Buy
+15,245
New +$323K ﹤0.01% 5082

Other funds holding WEEI

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
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

LPL Financial's WEEI Position: Q1 2026 in Review

LPL Financial increased its Westwood Salient Enhanced Energy Income ETF (WEEI) stake by 1,050% in Q1 2026, buying an estimated $3.71M and bringing the position to 175,291 shares worth $4.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2770.

LPL Financial first reported a position in WEEI in Q4 2025 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold WEEI as of Q1 2026.

  • LPL Financial held 175,291 shares of Westwood Salient Enhanced Energy Income ETF worth $4.31M as of Q1 2026.
  • LPL Financial bought 160,046 Westwood Salient Enhanced Energy Income ETF shares in Q1 2026, an estimated $3.71M.
  • Westwood Salient Enhanced Energy Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2770 holding.
  • LPL Financial first reported a position in Westwood Salient Enhanced Energy Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Westwood Salient Enhanced Energy Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.