WEEI Westwood Salient Enhanced Energy Income ETF
Option income on XLE, paying monthly
Over the year to Sep 18, 2026, WEEI paid 12.6% in cash and still finished 15.8 points behind XLE.
Key facts
ETFIQ Return Stability Score
52.9joint 78th of 173
WEEI paid 12.6% in cash and its price rose 17.3%, so the payout came out of returns rather than principal.
Was the payout funded by returns, or by your own capital?
9.5% of the 173 sit at or below WEEI on this measure.
96.2% of the 173 sit at or below WEEI on this measure.
Weighted evenly, those two positions are what the score combines, across the 173 income ETFs writing on an index or proxy. Neither spread above is the score: a fund can sit further right on one and score lower. A position in this set, not a rating: it moves when the set moves, and it is not a figure to average against another desk's.
| What it measures | This fund | Its percentile | Weight |
|---|---|---|---|
| against its benchmark | −15.8 pts | 9.5 | 50% |
| what happened to the principal | +17.3% | 96.2 | 50% |
3rd of 7 income ETFs writing on XLE, by return against it
What a holder got
Over the year to Sep 18, 2026, WEEI returned +32.0% with distributions reinvested and Energy sector (XLE), used as the energy proxy returned +47.8%, so a holder came out behind it by 15.8 points. The lighter segment is the 12.6% that arrived as cash rather than as price.
Its ten largest equity positions
| Holding | Weight | |
|---|---|---|
| EXXON MOBIL CORP | 23.33% | |
| CHEVRON CORP | 13.58% | |
| CONOCOPHILLIPS | 6.23% | |
| VALERO ENERGY CORP | 5.30% | |
| SLB LTD | 5.12% | |
| WILLIAMS COMPANIES INC (THE) | 5.00% | |
| BAKER HUGHES COMPANY | 4.18% | |
| PHILLIPS 66 | 3.99% | |
| EOG RESOURCES INC | 3.82% | |
| KINDER MORGAN INC | 3.75% |
Period by period
| Window | Cash paid | Price | Total return | XLE | Ahead or behind |
|---|---|---|---|---|---|
| 3 months | 3.0% | +11.9% | +15.2% | +20.4% | −5.3 pts |
| 6 months | 5.5% | +3.0% | +9.0% | +9.9% | −0.9 pts |
| 1 year | 12.6% | +17.3% | +32.0% | +47.8% | −15.8 pts |
| Since launch | 26.1% | +3.9% | +37.3% | +50.0% | −12.7 pts |
When WEEI pays
WEEI pays monthly. The last distribution was $0.225 a share, which went ex on Aug 28, 2026 and was paid on Sep 2, 2026. The next has not been declared. On its own cadence of about 30 days the ex-date falls near Sep 28, 2026; that date is an ETFIQ projection, not the issuer’s.
| Ex-date | Pay date | Amount | Basis |
|---|---|---|---|
| Sep 28, 2026 | Oct 5, 2026 | $0.225 | ETFIQ projection |
| Oct 28, 2026 | Nov 2, 2026 | $0.225 | ETFIQ projection |
Every distribution ETFIQ holds for WEEI (13, most recent first)
| Ex-date | Amount |
|---|---|
| Aug 28, 2026 | $0.225 |
| Jul 30, 2026 | $0.225 |
| Jun 29, 2026 | $0.225 |
| May 28, 2026 | $0.225 |
| Apr 29, 2026 | $0.225 |
| Mar 30, 2026 | $0.225 |
| Feb 26, 2026 | $0.225 |
| Jan 29, 2026 | $0.225 |
| Jan 5, 2026 | $0.225 |
| Nov 26, 2025 | $0.225 |
| Oct 30, 2025 | $0.225 |
| Sep 29, 2025 | $0.225 |
| Aug 28, 2025 | $0.225 |
Every income ETF going ex-dividend in the next fortnight
In plain words
Since it launched on May 1, 2024, WEEI has returned +37.3% with distributions reinvested, against +50.0% for Energy sector (XLE), used as the energy proxy, and has paid out 26.1% of its starting value in cash along the way. It pays monthly, and at its current price the latest distribution annualizes to 10.8%. No Rule 19a-1 notice has been published for this fund, so there is no issuer estimate of how much of its distributions was a return of capital.
| Strategy | option income |
|---|---|
| Benchmark | Energy sector (XLE), used as the energy proxy (proxy) |
| Pays | monthly |
| Net assets (SEC filing, whole fund, as filed for Apr 30, 2026) | $73m |
| Latest payout, annualized (ETFIQ) | 10.8% |
| Expense ratio (485BPOS XBRL, Feb 28, 2025) | 0.85% |
| Cash paid, last 12 months, over today’s price (ETFIQ) | 10.8% |
| Launched | May 1, 2024 |
| Pays | monthly |
| Typical gap between ex-dates | 30 days |
| Typical wait from ex-date to payment | 5 days |
| Last paid, per share | $0.225 ex Aug 28, 2026 |
| Sum of the last 12 distributions | $2.7 |
Every figure is an ETFIQ calculation from exchange prices and cash distributions (Tiingo end-of-day), total return with distributions reinvested. Return of capital is the issuer’s estimate. How these figures are computed
Questions people ask
- How much has WEEI paid over the last year?
- Over the year to Sep 18, 2026, WEEI paid 12.6% of its starting price in cash distributions, while the price rose 17.3%.
- Is WEEI ahead of XLE?
- Over the year to Sep 18, 2026, with every distribution reinvested, WEEI returned +32.0% against +47.8% for Energy sector (XLE), used as the energy proxy, so a holder was behind it by 15.8 points.
- How often does WEEI pay, and how much?
- WEEI pays monthly. The latest distribution annualizes to 10.8% at its price on Sep 18, 2026, which is not a promise; the next one can differ.
- When does WEEI next pay a distribution?
- WEEI pays monthly. The last distribution went ex on Aug 28, 2026 at $0.225 a share. The next is not declared; on a cadence of about 30 days the ex-date falls near Sep 28, 2026, which is an ETFIQ projection. Payment usually follows the ex-date by 5 days.
- What does WEEI cost?
- The prospectus expense ratio is 0.85% a year.
The words on this page
- Total return
- What a holder actually ended up with: price change plus every distribution, reinvested. The only figure that answers whether you came out ahead.
- Cash paid
- Distributions over the window as a share of what the fund cost at the start. A measure of cash delivered, not of return: a fund can pay a great deal and still lose money.
- Ahead or behind
- The fund’s total return minus the benchmark’s over exactly the same days, in percentage points. Both sides reinvest.
- Return of capital
- The issuer’s own estimate, in a Rule 19a-1 notice, of how much of a distribution was your own money returned. An estimate and a tax characterization, not a measure of erosion.
- Covered call
- Selling call options on shares the fund holds. It collects a premium and gives up the gains above the strike, which is why these funds pay well and lag a rising market.
Every term used here, defined in full on the income ETFs vocabulary page.
Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Compare WEEI
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Cite this page. ETFIQ, WEEI, income ETFs, data as of Sep 18, 2026. https://etfiq.com/funds/weei Free to use with attribution; the underlying files are at Open data.