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Westwood

4 active ETFs · $197.7M in assets · average expense ratio 0.73% · first fund Apr 09, 2024.

Global (3)Developed Markets (2)Active ETFs (2)Energy (2)ESG / Sustainable (1)Covered Call / Option Income (1)International (1)

Newest Funds

ETF Price Today ListedExpenseAUM
YLDW Westwood Enhanced Income Opportunity ETF 25.91 +0.21% Dec 12, 20250.79% $14.0M
BFRE Westwood LBRTY Global Equity ETF 30.61 +0.67% Mar 27, 20250.50% $2.2M
WEEI Westwood Salient Enhanced Energy Income ETF 24.84 +0.53% May 01, 20240.85% $28.7M
MDST Westwood Salient Enhanced Midstream Income ETF 29.88 +1.97% Apr 09, 20240.80% $152.8M

Complete Fund List

# ETF Price Today ExpenseYield (TTM)YTD1Y
1 MDST Westwood Salient Enhanced Midstream Income ETF 29.88 +1.97% 0.80%9.21% +10.90% +9.98%
2 WEEI Westwood Salient Enhanced Energy Income ETF 24.84 +0.53% 0.85%10.92% +15.23% +16.31%
3 YLDW Westwood Enhanced Income Opportunity ETF 25.91 +0.21% 0.79%4.52% +3.32%
4 BFRE Westwood LBRTY Global Equity ETF 30.61 +0.67% 0.50%0.57% +2.36%

Market data delayed approximately 15–20 minutes unless otherwise indicated.

Commodity

Commodities (broad)GoldOil & GasSilver

Digital Assets

CryptocurrencyBitcoin

Fixed Income

Bonds (all)International BondsGovernment BondsTreasury BondsCorporate BondsHigh Yield BondsMunicipal BondsTIPS / Inflation-Protected

Income

DividendCovered Call / Option IncomePreferred Stocks

Region

InternationalGlobalDeveloped MarketsEmerging MarketsInternational Small CapFrontier Markets

Sector & Theme

FinancialsTechnologyEnergyReal Estate / REITsHealthcareMaterialsIndustrialsClean EnergyInfrastructure

Strategy

Buffer / Defined OutcomeESG / SustainableCurrency HedgedMomentumEqual WeightLow Volatility

Structure

Active ETFsInverseLeveraged

Style & Size

GrowthU.S. Large CapValueU.S. Small CapU.S. Mid CapTotal Market