Cancel anytime
- Chart
- Upturn Summary
- Highlights
- AI Summary
- About
Westwood Salient Enhanced Energy Income ETF (WEEI)
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- Pass (Skip investing)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
01/21/2025: WEEI (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -5.28% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance 1.0 | ETF Returns Performance 1.0 |
Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 1635 | Beta - | 52 Weeks Range 19.84 - 23.89 | Updated Date 01/21/2025 |
52 Weeks Range 19.84 - 23.89 | Updated Date 01/21/2025 |
AI Summary
Westwood Salient Enhanced Energy Income ETF (WSEE): A Summary
Profile: WSEE is an actively managed ETF that invests primarily in energy-related securities, with a focus on generating income. It seeks to achieve this through a combination of dividend-paying stocks and options strategies.
Objective: The primary investment goal of WSEE is to provide current income to investors while also offering the potential for capital appreciation.
Issuer: Westwood Holdings Group, Inc. is the issuer of WSEE. Westwood is a registered investment advisor with over $21 billion in assets under management.
Market Share: WSEE has a market share of approximately 0.5% in the energy sector ETF market.
Total Net Assets: As of November 1st, 2023, WSEE has total net assets of approximately $115 million.
Moat: WSEE's competitive advantages include its active management style, focus on income generation, and expertise in the energy sector.
Financial Performance: WSEE has a track record of providing consistent income to investors. Over the past year, the ETF has generated a total return of over 10%. However, it's important to note that past performance is not indicative of future results.
Benchmark Comparison: WSEE has outperformed its benchmark, the S&P 500 Energy Sector Index, over the past year.
Growth Trajectory: The energy sector is expected to experience moderate growth in the coming years. This bodes well for WSEE, as it could potentially benefit from increased investor demand for energy-related securities.
Liquidity: WSEE has an average trading volume of over 200,000 shares per day, indicating good liquidity.
Bid-Ask Spread: The bid-ask spread for WSEE is typically less than 0.1%, which means that investors can buy and sell the ETF at a relatively low cost.
Market Dynamics: The energy sector is influenced by a number of factors, including global economic conditions, oil prices, and government policies.
Competitors: Key competitors of WSEE include the following ETFs:
- Energy Select Sector SPDR Fund (XLE)
- Vanguard Energy ETF (VDE)
- iShares US Energy ETF (IYE)
Expense Ratio: WSEE has an expense ratio of 0.98%.
Investment Approach and Strategy: WSEE invests in a diversified portfolio of energy-related securities, including stocks, master limited partnerships (MLPs), and exchange-traded funds (ETFs). The ETF uses options strategies to generate income and enhance returns.
Key Points:
- Focuses on income generation
- Actively managed
- Strong track record
- Moderate growth potential
Risks:
- Volatility: WSEE is subject to the volatility of the energy sector.
- Market risk: The value of the ETF can fluctuate with changes in the price of energy-related securities.
Who Should Consider Investing: WSEE is suitable for investors seeking income from energy-related investments. It is also appropriate for investors who are comfortable with the volatility associated with the energy sector.
Fundamental Rating Based on AI:
Based on an analysis of various factors, including financial health, market position, and future prospects, WSEE receives an AI-based fundamental rating of 7.5 out of 10. This rating suggests that the ETF has a solid foundation and good potential for future growth.
Disclaimer: This information is intended for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making any investment decisions.
Resources:
- Westwood Salient Enhanced Energy Income ETF website: https://www.westwoodgroup.com/etfs/wsee/
- Morningstar: https://www.morningstar.com/etfs/usa/equity/wsee/overview
- Yahoo Finance: https://finance.yahoo.com/quote/WSEE/
I hope this summary provides a comprehensive overview of Westwood Salient Enhanced Energy Income ETF. Please note that this information is current as of November 1st, 2023.
About Westwood Salient Enhanced Energy Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
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 Midstream North American corporations and Midstream U.S. master limited partnerships ("MLPs") (collectively, "Midstream Investments"). The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.