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WEEI
+1.00 · +4.67%
$22.33 · NASDAQ

Westwood Salient Enhanced Energy Income ETF (WEEI) ETF Analysis | Equity Energy

Westwood · USA
AUM:$47.0M
#– of – in Equity Energy ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 19.4% over the past year, showing positive momentum.

What is WEEI?

The fund is an actively managed ETF that seeks to achieve its investment objectives by investing, under normal circumstances, at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of Energy Companies.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
WEEI delivered 19.4% over the past year. Historical returns only — past performance is not indicative of future results.
Concentrated Holdings
Top 10 holdings account for 76.6% of the ETF — significant weight in a small number of names.
Notable Dividend Yield
Current yield of 11.87% provides a meaningful income component alongside market exposure.
ETF Information
AUM$47.0M
Expense Ratio0.00%
Dividend Yield11.87%
Holdings22
Inception DateApr 2024
Domicile–
Distribution–
Index–
ProviderWestwood
Beta–
CategoryEquity Energy
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+5.5%
1Y
+24.2%
3Y
+28.8%
5Y
+28.8%
OpenBook InsightIf you had invested £10,000 in WEEI 5 years ago, it would have grown to £12,877 — a gain of £2,877.

Annual Returns

Calendar year performance

WEEI delivered positive returns in 2 of the last 3 calendar years.
YearWEEI
2026 YTD+17.6%
2025+10.3%
2024-3.1%
CAGR 2yr+3.4%
2/3 positive yearsAvg return: +8.3%Worst year: -3.1% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
14.3%
Low
Momentum
+4.2%
30-day change
Support Level
23.50
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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