Westwood Salient Enhanced Energy Income ETF
WEEI
7 hedge funds and large institutions have $12.9M invested in Westwood Salient Enhanced Energy Income ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and closing their positions.
75% more funds holding
Funds holding: 4 → 7 (+3)
3% more capital invested
Capital invested by funds: $12.5M → $12.9M (+$398K)
5.73% less ownership
Funds ownership: 44.62% → 38.89% (-5.7%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$323K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$304K |
| 3 |
FFA
Founders Financial Alliance
Raleigh,
North Carolina
|
+$147K |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$19.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$436K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$83K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$28.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WHG
1
Westwood Holdings Group
Dallas,
Texas
| $10.7M | -$436K | -20,620 | -4% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $758K | -$28.6K | -1,349 | -4% |
|
|
WAP
3
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $357K | +$19.1K | +903 | +6% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $352K | -$83K | -3,923 | -19% |
|
|
5
LPL Financial
San Diego,
California
| $327K | +$323K | +15,245 | New |
|
|
PAG
6
Private Advisor Group
Morristown,
New Jersey
| $308K | +$304K | +14,370 | New |
|
|
FFA
7
Founders Financial Alliance
Raleigh,
North Carolina
| $149K | +$147K | +6,944 | New |
|
WEEI Hedge Fund Activity: Q4 2025 in Review
7 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Westwood Salient Enhanced Energy Income ETF (WEEI) for Q4 2025, worth a combined $12.9M — up 3.2% from $12.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WEEI positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $323K. The largest seller was Westwood Holdings Group, cutting an estimated $436K.
- 7 institutional investors held Westwood Salient Enhanced Energy Income ETF (WEEI) as of Q4 2025, up from 4 in Q3 2025.
- Funds reported $12.9M of Westwood Salient Enhanced Energy Income ETF stock for Q4 2025, up 3.2% quarter-over-quarter.
- 3 funds opened new Westwood Salient Enhanced Energy Income ETF positions in Q4 2025 and 0 closed out, a net change of +3 holders.
- The largest Westwood Salient Enhanced Energy Income ETF buyer in Q4 2025 was LPL Financial, an estimated $323K added.
- The largest Westwood Salient Enhanced Energy Income ETF seller in Q4 2025 was Westwood Holdings Group, an estimated $436K sold.
Based on aggregated 13F filings for Q4 2025.