WEEI

WSTWD Sal Enhnc Engy Inm ETF
UnclassifiedUSCUSIP 90386K571◍ Confluence graph
Tracked 13F Holders
3
+3 QoQ
13F Value (tracked)
$13.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)2 adding · 0 trimming
Insider net (180d)$0
Price history not yet available for WEEI.
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The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns WEEI

This stock page is the Follow view. The Build view lets your agent query WEEI owners, fund changes, insider filings, and source links through REST or MCP.

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  "https://arkolith.com/api/v1/stocks/WEEI"
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Use Arkolith to show who owns WEEI,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

3 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1WESTWOOD HOLDINGS GROUP INC
$12.3M
501K
+0.6%
Added · +3K sh
Q1 2026
2Wealthcare Advisory Partners LLC
$433K
18K
+5.9%
Added · +983 sh
Q1 2026
3Private Advisor Group, LLC
$353K
14K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
2
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

9 funds+6 since Q2 2024
059Q2 2024Q4 2024Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $18.3M

Share classes

Class13F holdersValue held
MDSTWESTWOOD SALIENT17 funds$99.4M
WEEIthis pageWESTWOOD SALIENT9 funds$18.3M
90386K639Q3 ALL SEASN ACT8 funds$3.6M
QTACQ3 ALL SEASON7 funds$23.6M
YLDWWESTWOOD ENHANCE2 funds$17.5M
90386K712OPEN END TAXABLE LOAD FUND1 funds$4K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own WEEI also own

CompanyCo-held byCombined value
APPLE INCAAPL3 funds$737.8M
SS SPDR S&P 500 ETF TRUST-USSPY3 funds$513.9M
VANGUARD TOTAL STOCK MKT ETFVTI3 funds$509.3M
NVIDIA CORPNVDA3 funds$492.4M
VANGUARD FTSE DEVELOPED ETFVEA3 funds$434.0M
SS SPDR BB 1-3M T-BILL ETFBIL3 funds$406.9M
MICROSOFT CORPMSFT3 funds$391.7M
AMAZON.COM INCAMZN3 funds$370.9M
WILLIAMS COS INCWMB3 funds$352.9M
ENERGY TRANSFER LPET3 funds$344.7M
INVESCO QQQ TRUST SERIES 1QQQ3 funds$339.8M
ISHARES CORE S&P 500 ETFIVV3 funds$319.2M

Ranked by how many of WEEI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WEEI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.