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
Q2 		$8.47M Buy
383,187
+207,896
+119% +$4.91M ﹤0.01% 2302
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 $13.3B AUM 29.38% 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
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 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

LPL Financial's WEEI Position: Q2 2026 in Review

LPL Financial increased its Westwood Salient Enhanced Energy Income ETF (WEEI) stake by 119% in Q2 2026, buying an estimated $4.91M and bringing the position to 383,187 shares worth $8.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

LPL Financial first reported a position in WEEI in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold WEEI as of Q2 2026.

  • LPL Financial held 383,187 shares of Westwood Salient Enhanced Energy Income ETF worth $8.47M as of Q2 2026.
  • LPL Financial bought 207,896 Westwood Salient Enhanced Energy Income ETF shares in Q2 2026, an estimated $4.91M.
  • Westwood Salient Enhanced Energy Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2302 holding.
  • LPL Financial first reported a position in Westwood Salient Enhanced Energy Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held Westwood Salient Enhanced Energy Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.