During the past five years, Strategy (MSTR 7.77%) has been one of the top-performing stocks in the world. It's up a head-spinning 3,200% during that period. And it shows no signs of letting up anytime soon. Year to date, Strategy (formerly known as MicroStrategy) is up 32%.But here's the thing: If you want regular cash flow and a steady stream of high monthly income, those capital gains aren't going to help you. You will only generate income if you sell the stock.As an alternative, you could invest in the Y ...

MDST’s Milestone Affirms Advisor and Investor Engagement Amid Growing Appetite for Enhanced Income SolutionsDALLAS, June 25, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG), a boutique asset management, trust and wealth services firm, is proud to announce that the Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST) (“MDST” or the “Fund”). has surpassed $100 million in assets under management. This important milestone comes just over a year after the Fund’s launch and validates the diffe ...

Core Viewpoint - Westwood Holdings Group celebrates the one-year anniversary of the Westwood Salient Enhanced Energy Income ETF (WEEI), which has achieved an annualized distribution rate of 11.9% as of March 28, 2025, indicating strong investor demand for income-focused investment solutions [1][2][3]. Company Overview - Westwood Holdings Group (NYSE: WHG) is a boutique asset management firm that provides a range of actively-managed investment strategies and wealth services to various clients, emphasizing a client-first approach and innovative investment solutions [7][8]. Fund Performance - WEEI has delivered a year-to-date net asset value (NAV) performance of 8.63% and a market price performance of 8.86% since its inception on April 30, 2024, with an expense ratio of 0.85% [4]. - The fund's structure aims to provide tax efficiency, transparency, and accessibility, aligning with Westwood's commitment to investor-focused strategies [3]. Investment Strategy - WEEI employs a covered-call strategy to enhance income, allowing investors to benefit from the cash flow generation of energy companies while also gaining additional yield through options premiums [2][3]. - The fund targets the energy sector, contrasting with its sister ETF, the Westwood Salient Enhanced Midstream Income ETF (MDST), which focuses on the midstream segment [2][3]. Market Position - WEEI has resonated with advisors and investors seeking reliable income solutions in a dynamic market environment, reflecting strong demand for income-generating investment options [2][3]. - The fund's performance and strategy have positioned it as a valuable tool for income-focused investors across various market cycles [3].