WEEI is an actively managed portfolio seeking to provide monthly income by investing in North American energy companies and writing 1-month call options, on a recurring basis. Stocks are selected and weighted based on fundamental criteria.
westwoodgroup.comData as of 7/27/2026. Fund information is sourced from third-party data providers and is provided for informational purposes only. It does not constitute investment advice or a recommendation to buy or sell any security.
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