Who owns WEEI?
Westwood Salient Enhanced Energy Income ETF · Westwood
16 institutions reported holding WEEI, worth $22.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of WEEI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Westwood Holdings Group Inc. | Dallas, TX | $11.0M | 497,889 | −3,210 shares |
| LPL Financial LLC | Fort Mill, SC | $8.5M | 383,187 | +207,896 shares |
| Stratos Wealth Partners, LTD. | Beachwood, OH | $463K | 20,916 | New position |
| Nottingham Advisors, Inc. | Amherst, NY | $454K | 19,188 | +7,260 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $450K | 20,360 | +10,220 shares |
| Wealthcare Advisory Partners LLC | West Chester, PA | $394K | 17,798 | +196 shares |
| Chapin Davis, Inc. | Baltimore, MD | $354K | 16,000 | +7,000 shares |
| Private Advisor Group, LLC | Morristown, NJ | $319K | 14,419 | +49 shares |
| Jane Street Group, LLC | New York, NY | $260K | 11,741 | New position |
| Founders Financial Alliance, LLC | Raleigh, NC | $154K | 6,944 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns WEEI?
16 institutional managers reported holding WEEI in Form 13F filings for June 30, 2026, worth $22.5M in total. The largest reported position was held by Westwood Holdings Group Inc., at $11.0M.
Did institutions buy or sell WEEI last quarter?
Reported 13F value rose 18.9% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is WEEI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.