Osaic Holdings

Osaic Holdings’s Westwood Salient Enhanced Energy Income ETF WEEI Stock Holding History

Osaic Holdings’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	$19.5K	Buy	+794	New	+$18.4K	﹤0.01%	5877

Other funds holding WEEI

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

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

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return