Just for Funds: Westwood

Gabrielle Vennitti, Senior Manager of ETF Product at Nasdaq, met with Ted Gardner, Senior Vice President and Senior Portfolio Manager at Westwood, to discuss their fund, WEEI. The Westwood Salient Enhanced Energy Income ETF (WEEI) seeks current income and capital appreciation by investing in North American energy companies, combining fundamental stock selection with a covered call options overlay. The strategy targets oil, gas, services, and equipment companies, aiming to deliver tax-efficient monthly income with potentially lower volatility than the broader energy sector.