WHG
YLDW

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
Q2 		$29.1M Buy
1,146,485
+453,317
+65% +$11.5M 0.22% 158
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

Westwood Holdings Group's YLDW Position: Q2 2026 in Review

Westwood Holdings Group increased its Westwood Enhanced Income Opportunity ETF (YLDW) stake by 65% in Q2 2026, buying an estimated $11.5M and bringing the position to 1,146,485 shares worth $29.1M. The position accounts for 0.22% of the portfolio, ranked #158.

Westwood Holdings Group first reported a position in YLDW in Q4 2025 and has held it in 3 quarters since. 1 fund tracked by Wall St. Rank holds YLDW as of Q2 2026.

  • Westwood Holdings Group held 1,146,485 shares of Westwood Enhanced Income Opportunity ETF worth $29.1M as of Q2 2026.
  • Westwood Holdings Group bought 453,317 Westwood Enhanced Income Opportunity ETF shares in Q2 2026, an estimated $11.5M.
  • Westwood Enhanced Income Opportunity ETF made up 0.22% of Westwood Holdings Group's portfolio in Q2 2026, its #158 holding.
  • Westwood Holdings Group first reported a position in Westwood Enhanced Income Opportunity ETF in Q4 2025 and has held it in 3 quarters since.
  • 1 fund tracked by Wall St. Rank held Westwood Enhanced Income Opportunity ETF as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.