Westwood Holdings Group’s Westwood Enhanced Income Opportunity ETF YLDW Stock Holding History

Westwood Holdings Group’s Portfolio YLDW Stock Details YLDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.9M	Buy	693,168 +444,122	+178%	+$11.2M	0.12%	208
2025 Q4	$6.23M	Buy	+249,046	New	+$6.23M	0.05%	261

Other funds holding YLDW

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Westwood Holdings Group's YLDW Position: Q1 2026 in Review

Westwood Holdings Group increased its Westwood Enhanced Income Opportunity ETF (YLDW) stake by 178% in Q1 2026, buying an estimated $11.2M and bringing the position to 693,168 shares worth $16.9M. The position accounts for 0.12% of the portfolio, ranked #208.

Westwood Holdings Group first reported a position in YLDW in Q4 2025 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold YLDW as of Q1 2026.

Westwood Holdings Group held 693,168 shares of Westwood Enhanced Income Opportunity ETF worth $16.9M as of Q1 2026.
Westwood Holdings Group bought 444,122 Westwood Enhanced Income Opportunity ETF shares in Q1 2026, an estimated $11.2M.
Westwood Enhanced Income Opportunity ETF made up 0.12% of Westwood Holdings Group's portfolio in Q1 2026, its #208 holding.
Westwood Holdings Group first reported a position in Westwood Enhanced Income Opportunity ETF in Q4 2025 and has held it in 2 quarters since.
2 funds tracked by Wall St. Rank held Westwood Enhanced Income Opportunity ETF as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.