Loading…
Getting the latest data.
Your desk · 0 saved viewsOpen
Save view, at the bottom, keeps this one here Year to date
WEEI wins+17.3 pts
Past year
WEEI wins+14.9 pts
QYLD and WEEI · year-to-date · as of Nov 12, 2026 · AUM not scored
Latest payout, Oct 2026
$0.23
a share · every month
10.8% yield
3 years added up
$6.75 a share
Westwood WEEI · per-share distributions by ex-date · 2024–2026
WEEI’s Peers
YTDCovered Calls · 6 largestCards for This View
76.8%of WEEI sits in these 10
1XOMExxonmobil Holdi23.77% Year to date
WEEI wins+17.3 pts
Past year
WEEI wins+14.9 pts
Markets / Income / WEEI · YTD · vs S&P 500 · Lines · 1D chart Return1D ▼1M3MYTD1Y3Y5YMAX
Total return+1.2%−2.3%+3.4%+29.4%+30.3%——+39.6%
Peer average−0.8%−2.6%−3.2%+5.2%+5.0%+44.0%+56.0%—
S&P 500 · VOO−0.3%−1.6%−2.2%+11.9%+12.1%+80.1%+73.9%+819.7%
Westwood WEEI and Vanguard VOO · total return, dividends in · as of Nov 12, 2026
CVX15.6%
Oil & Gas IntegratedOilOil & Gas MidstreamOilOil
Westwood WEEI · 21 holdings · tile size = share of the fund · as of Nov 12, 2026
+10.9%
+10.9%
$3.4B
First Trust BuyWrite Income
+5.7%
+5.7%
$2.6B
Aptus Collared Income Opportunity
+6.6%
+6.6%
$2.3B
20+ Year Treasury Bond BuyWrite Strategy
−1.1%
−1.1%
$1.6B
Main BuyWrite
+7.1%
+7.1%
$1.5B
Amplify CWP International Enhanced Dividend Income
+8.7%
+8.7%
$1.4B
Global X - Russell 2000 Covered Call
+11.5%
+11.5%
$1.3B
First Trust Nasdaq BuyWrite Income
+14.0%
+14.0%
$998M
Roundhill Nasdaq-100 0DTE Covered Call Strategy
+11.2%
+11.2%
$857M
Horizon Funds - Horizon Managed Risk
+12.1%
+12.1%
$812M
REX FANG & Innovation Equity Premium Income
+0.8%
+0.8%
$655M
EA Series Trust - Castellan Targeted Equity
+20.4%
+20.4%
$613M
Tortoise Capital Series Trust - Energy
+26.3%
+26.3%
$547M
YieldMax Ultra Option Income Strategy
−3.3%
−3.3%
$541M
Covered Calls · current AUM · as of Nov 12, 2026
−0.2%
+10.9%
+14.5%
$3.4B
First Trust BuyWrite Income ETF
−0.5%
+5.7%
+6.4%
$2.6B
Aptus Collared Income Opportunity ETF
−0.3%
+6.6%
+5.5%
$2.3B
Westwood Salient Enhanced Energy Income ETF
+1.2%
+29.4%
+30.3%
$112M
#3 of 70 this year · #63 cheapest of 90 · sorted by assets
WEEI and its peer group · total return · as of Nov 12, 2026
4
Valero Energy
5.39%
9MPCMarathon Petrole4.06% 10TRGPTarga Resources3.88% Westwood WEEI · weight in the fund · as of Nov 12, 2026
Oil & Gas IntegratedOilOil & Gas MidstreamOilOil
Westwood WEEI · 21 holdings · tile size = share of the fund · as of Nov 12, 2026
QYLD wins
+1.1 pts
QYLD and WEEI · year-to-date · as of Nov 12, 2026 · AUM not scored
WEEIAvsBPeer average
1D+1.2%−0.8%
1M−2.3%−2.6%
3M+3.4%−3.2%
YTD+29.4%+5.2%
1Y+30.3%+5.0%
3Y[…]+44.0%
5Y[…]+56.0%
5–0WEEI wins
89 Covered calls peers · each row scaled to its leader
MPC4.1%
9 more