We are live on ! Find out more
WEEI

Westwood Salient Enhanced Energy Income ETF
WEEI

14 hedge funds and large institutions have $19.2M invested in Westwood Salient Enhanced Energy Income ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

100% more funds holding

Funds holding: 7 → 14 (+7)

49% more capital invested

Capital invested by funds: $12.9M → $19.2M (+$6.29M)

7.91% less ownership

Funds ownership: 38.89% → 30.98% (-7.9%)

Holders
14
Holders Change
+7
Holders Change %
+100%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$3.71M
2
FWM
Foguth Wealth Management
Michigan
+$286K
3
NA
Nottingham Advisors
New York
+$277K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$235K
5
CD
Chapin Davis
Maryland
+$209K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$352K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$299K
Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
1
Westwood Holdings Group
Texas
$12.3M +$74.5K +3,210 +0.6%
LPL Financial
2
LPL Financial
California
$4.31M +$3.71M +160,046 +1,050%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$553K -$299K -12,882 -36%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$433K +$22.8K +983 +6%
PAG
5
Private Advisor Group
New Jersey
$353K – – –
NA
6
Nottingham Advisors
New York
$293K +$277K +11,928 New
FWM
7
Foguth Wealth Management
Michigan
$287K +$286K +12,323 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$249K +$235K +10,140 New
CD
9
Chapin Davis
Maryland
$221K +$209K +9,000 New
FFA
10
Founders Financial Alliance
North Carolina
$171K – – –
Osaic Holdings
11
Osaic Holdings
Arizona
$19.5K +$18.4K +794 New
UBS Group
12
UBS Group
Switzerland
$7.47K +$7.06K +304 New
IA
13
IFS Advisors
Kansas
$2.46K +$2.32K +100 New
Morgan Stanley
14
Morgan Stanley
New York
$33 +$23 +1 New
OMC
15
Old Mission Capital
Illinois
– -$352K -16,406 Closed

WEEI Hedge Fund Activity: Q1 2026 in Review

14 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Westwood Salient Enhanced Energy Income ETF (WEEI) for Q1 2026, worth a combined $19.2M — up 49% from $12.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WEEI positions and 1 closed out — a net gain of 7 holders — while 3 added to existing stakes and 1 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.71M. The largest seller was Old Mission Capital, exiting entirely with an estimated $352K sold.

  • 14 institutional investors held Westwood Salient Enhanced Energy Income ETF (WEEI) as of Q1 2026, up from 7 in Q4 2025.
  • Funds reported $19.2M of Westwood Salient Enhanced Energy Income ETF stock for Q1 2026, up 49% quarter-over-quarter.
  • 8 funds opened new Westwood Salient Enhanced Energy Income ETF positions in Q1 2026 and 1 closed out, a net change of +7 holders.
  • The largest Westwood Salient Enhanced Energy Income ETF buyer in Q1 2026 was LPL Financial, an estimated $3.71M added.
  • The largest Westwood Salient Enhanced Energy Income ETF seller in Q1 2026 was Old Mission Capital, an estimated $352K sold.

Based on aggregated 13F filings for Q1 2026.