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Westwood Enhanced Income Opportunity ETF

YLDW Real Time Price USD
N/A
N/A
N/A
...
Overview
Financials
Forecast
Insiders
Institutions
Compensation
Government
Ownership
News
Income
Balance Sheet
Cash Flow
Revenue Breakdown

Recent trades of YLDW by members of U.S. Congress

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No Congress Trading data for this ticker

Congress Trading Dashboard
YLDW Stock Insider Trading Activity Follow @QuiverQuant for major insider updates

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Closing Price
Purchase
Sale
Name
Type
Shares
Price
Shares Held
Date
Reported
YLDW Stock Institutional Owners
Investor
Shares
Change in Shares
Market Value
Date
Reported
YLDW Derivatives Institutional Owners
Investor
Type
Shares
Change in Shares
Market Value
Date
Reported

Recently reported changes in YLDW holdings by institutional investors

Quarterly net insider trading by YLDW's directors and management

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No recent Insider Trading for this ticker

Insider Trading Dashboard

* Insider trading data parsed from SEC Form 4 filings by Quiver Quantitative. Sign up for the Quiver API for real-time access.

About

Backtest Start Date
CAGR (Total)
Return (30d)
Return (1Y)
  • 1M
  • 3M
  • 6M
  • YTD
  • 1Y
  • 2Y
  • 5Y
  • MAX

About

Backtest Start Date

Key Metrics

Return (1d)

Return (30d)

Return (1Y)

CAGR (Total)

Max Drawdown

Beta

Alpha

Sharpe Ratio

Win Rate

Average Win

Average Loss

Annual Volatility

Annual Std Dev

Information Ratio

Treynor Ratio

Total Trades

Show More
Metrics Definitions

Disclaimer: The performance results shown are based on historical backtesting and are hypothetical in nature. Backtested performance does not represent actual trading and does not account for all market factors that may affect execution, such as liquidity, slippage, and changing market conditions. Past performance is not necessarily indicative of future results. There is no guarantee that any trading strategy will be profitable or avoid losses.

  • Alpha

    Measures a portfolio's risk-adjusted performance against that of its benchmark

    Learn More about Alpha
  • Annual Standard Deviation

    Measures how much the portfolio's total return varies from its mean or average.

    Learn More about Annual Standard Deviation
  • Annual Volatility

    A statistical measure of the dispersion of returns for the portfolio.

    Learn More about Annual Volatility
  • Average Win

    The average return (%) for trades that resulted in a positive return.

  • Average Loss

    The average return (%) for trades that resulted in a negative return.

  • Beta

    A measure of the volatility of the portfolio compared to the market as a whole.

    Learn More about Beta
  • CAGR

    CAGR (Compounded Annual Growth Rate), is the historical annualized rate of return for an investment strategy, throughout the backtest period.

    Learn More about CAGR
  • Information Ratio

    A measurement of portfolio returns beyond the returns of its benchmark compared to the volatility of those returns.

    Learn More about Information Ratio
  • Max Drawdown

    the maximum observed loss from a peak to a trough of a portfolio, before a new peak is attained.

    Learn More about Max Drawdown
  • Sharpe Ratio

    The Sharpe Ratio is a measure of historical risk-adjusted return, which quantifies the amount of return that an investor received per unit of risk.

    Learn More about Sharpe Ratio
  • Total Trades

    The total number of trades made by this strategy.

  • Treynor Ratio

    Attempts to measure how successful an investment is in providing compensation to investors for taking on investment risk.

    Learn More about Treynor Ratio
  • Win Rate

    The percentage of total trades that resulted in a positive return.

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Government lobbying spending instances

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No Corporate Lobbying instances for this ticker

Corporate Lobbying Dashboard

Former government officials who have lobbied for YLDW

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No former government officials on record as having lobbied for YLDW

Revolving Door Dashboard

YLDW Estimated quarterly lobbying spending

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No Corporate Lobbying data for this ticker

Corporate Lobbying Dashboard

YLDW Revenue by Segment or Geography

By Segment
By Geography
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No Revenue by Segment data for this ticker

Revenue Breakdown Dashboard
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No Revenue by Geography data for this ticker

Revenue Breakdown Dashboard
YLDW Income Statement
YLDW Balance Sheet
YLDW Cash Flow
U.S. Patents

New YLDW patent grants

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No new patents for this ticker

U.S. Patents Dashboard
Government Contracts

Federal grants, loans, and purchases

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No Government Contracts for this ticker

Government Contracts Dashboard
Government Contracts

Estimated quarterly amount awarded to YLDW from public contracts

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No recent Government Contracts for this ticker

Government Contracts Dashboard
YLDW News

Recent insights relating to YLDW

CNBC Recommendations

Recent picks made for YLDW stock on CNBC

Top ETF Holders

ETFs with the largest estimated holdings in YLDW

YLDW Analyst Ratings

YLDW Stock Forecasts
...

  • ... Highest Price Target
  • ... Median Price Target
  • ... Lowest Price Target
YLDW Analyst Forecasts
Analyst
Firm
Current
Previous
Date
Frequently Asked Questions
  • Is $YLDW stock a Buy, Sell, or Hold?

  • What is the price target for $YLDW stock?

* Analyst consensus is not financial advice. Please see our data disclaimers .

YLDW Top Shareholders
Shareholder
Shares Held
YLDW Options Owners
Shareholder
Security
Underlying Shares
Frequently Asked Questions
  • Who owns $YLDW stock?

  • Who owns the most shares of $YLDW stock?

  • What funds own $YLDW stock?

* These are estimates based on data taken from SEC filings. There may be inaccuracies due to parsing errors, accidental double-counting, incorrect classification of indirectly owned shares, or any other number of issues.

YLDW Stock Smart Score

The Quiver Smart Score combines our data on Congress Trading, Lobbying, Insider Trading, CNBC Mentions and more to provide a comprehensive view of the strength of a stock's underlying data.

The Smart Score grades stocks on a scale of 1 (weakest) to 10 (strongest) based on the strength of the underlying data.
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Score Breakdown
Bull Case vs Bear Case

See concise summaries of analyst reports, presenting both bullish and bearish arguments for a stock.

Example:

Bulls Say:

The Bulls Say summary highlights positive aspects of the stock.

Bears Say:

The Bears Say summary points out potential risks and negative aspects of the stock.

Show More
About YLDW

No description available

Westwood Enhanced Income Opportunity ETF (YLDW) Historical Stock Prices

Westwood Enhanced Income Opportunity ETF (YLDW) closed at $25.35 on September 24, 2026. Over the past year its adjusted close ranged from $23.71 to $25.90. Daily prices go back to December 12, 2025, 196 trading days in all.

  • 1 month-1.25%
  • 3 months+0.68%
  • Year to date+4.44%
  • 1 year—
  • 3 years—
  • 5 years—
  • Max+5.49%
See every congressional and insider trade on the YLDW price chart

Quiver Premium charts YLDW's full daily history since 2014 with each congressional purchase and sale and every open-market insider purchase marked on the price line, with hover details for each trade.

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Last 12 months, newest first

Access Raw Data Daily prices since 2014 for every ticker, through the Quiver API
DateOpenHighLowCloseAdj. CloseVolume
Sep 24, 2026 25.35 25.35 25.35 25.35 25.35 2,116
Sep 23, 2026 25.57 25.60 25.43 25.43 25.43 6,370
Sep 22, 2026 25.72 25.72 25.64 25.64 25.64 2,347
Sep 21, 2026 25.66 25.77 25.64 25.77 25.77 2,525
Sep 18, 2026 25.53 25.61 25.53 25.61 25.61 2,320
Sep 17, 2026 25.55 25.67 25.55 25.67 25.67 3,716
Sep 16, 2026 25.53 25.59 25.32 25.32 25.32 6,693
Sep 15, 2026 25.52 25.52 25.48 25.50 25.50 5,249
Sep 14, 2026 25.45 25.53 25.45 25.53 25.53 168
Sep 11, 2026 25.57 25.65 25.57 25.61 25.61 5,397
Sep 10, 2026 25.43 25.51 25.43 25.43 25.43 5,175
Sep 9, 2026 25.59 25.62 25.59 25.61 25.61 5,137
Sep 8, 2026 25.73 25.75 25.69 25.71 25.71 5,841
Sep 4, 2026 25.80 25.80 25.76 25.79 25.79 11,032
Sep 3, 2026 25.76 25.88 25.71 25.86 25.86 5,228
Sep 2, 2026 25.67 25.80 25.66 25.80 25.80 13,463
Sep 1, 2026 25.64 25.64 25.57 25.57 25.57 6,060
Aug 31, 2026 25.70 25.71 25.70 25.71 25.71 5,115
Aug 28, 2026$0.1833 dividend 25.74 25.78 25.74 25.75 25.75 6,814
Aug 27, 2026 25.98 25.98 25.93 25.93 25.75 7,763
Aug 26, 2026 25.83 25.91 25.83 25.91 25.73 6,114
Aug 25, 2026 25.84 25.86 25.77 25.86 25.67 5,172
Aug 24, 2026 25.73 25.82 25.73 25.77 25.59 6,253
Aug 21, 2026 25.76 25.80 25.76 25.80 25.62 6,626
Aug 20, 2026 25.82 25.85 25.77 25.77 25.59 5,230
Aug 19, 2026 25.95 25.97 25.92 25.92 25.74 6,129
Aug 18, 2026 25.90 25.93 25.90 25.93 25.74 4,230
Aug 17, 2026 25.94 25.98 25.92 25.92 25.73 6,141
Aug 14, 2026 26.10 26.20 26.00 26.08 25.90 10,688
Aug 13, 2026 26.06 26.10 25.95 26.00 25.82 15,517
Aug 12, 2026 25.84 25.99 25.84 25.95 25.77 11,430
Aug 11, 2026 25.87 25.87 25.79 25.80 25.61 6,446
Aug 10, 2026 25.79 25.88 25.79 25.84 25.65 6,329
Aug 7, 2026 25.73 25.80 25.73 25.80 25.62 10,253
Aug 6, 2026 25.82 25.82 25.65 25.65 25.47 784
Aug 5, 2026 25.80 25.80 25.79 25.79 25.61 10,031
Aug 4, 2026 25.73 25.79 25.61 25.79 25.61 7,271
Aug 3, 2026 25.49 25.55 25.38 25.53 25.35 7,547
Jul 31, 2026 25.25 25.35 25.10 25.35 25.17 10,585
Jul 30, 2026 25.23 25.24 25.23 25.24 25.06 7,039
Jul 29, 2026 25.34 25.75 25.26 25.26 25.08 24,798
Jul 28, 2026 25.57 25.57 25.57 25.57 25.39 37
Jul 27, 2026 25.52 25.53 25.44 25.45 25.27 16,060
Jul 24, 2026 25.45 25.91 25.34 25.41 25.23 33,719
Jul 23, 2026 25.38 25.38 25.29 25.29 25.11 8,303
Jul 22, 2026 25.41 25.48 25.41 25.43 25.25 7,139
Jul 21, 2026 25.38 25.50 25.26 25.32 25.14 12,716
Jul 20, 2026 25.40 25.40 25.29 25.29 25.11 7,914
Jul 17, 2026 25.52 25.52 25.39 25.39 25.21 8,187
Jul 16, 2026 25.51 25.51 25.44 25.44 25.26 8,150
Jul 15, 2026 25.64 25.64 25.47 25.51 25.33 3,342
Jul 14, 2026 25.22 25.56 25.22 25.50 25.32 6,889
Jul 13, 2026 25.54 25.64 25.52 25.52 25.34 7,261
Jul 10, 2026 25.64 25.64 25.64 25.64 25.45 8,023
Jul 9, 2026 25.66 25.66 25.62 25.62 25.44 9,223
Jul 8, 2026 25.50 25.50 25.50 25.50 25.32 90
Jul 7, 2026 25.66 25.66 25.59 25.59 25.41 7,018
Jul 6, 2026 25.60 25.60 25.57 25.57 25.39 11,163
Jul 2, 2026 25.47 25.47 25.46 25.46 25.28 7,225
Jul 1, 2026 25.33 25.41 25.30 25.32 25.14 7,154
Jun 30, 2026 25.29 25.39 25.29 25.34 25.16 8,054
Jun 29, 2026$0.1486 dividend 25.11 25.12 25.08 25.11 24.93 8,305
Jun 26, 2026 25.50 25.51 25.43 25.43 25.11 9,209
Jun 25, 2026 25.55 25.61 25.51 25.51 25.18 433
Jun 24, 2026 25.71 25.71 25.55 25.55 25.21 8,747
Jun 23, 2026 25.73 25.73 25.63 25.63 25.30 8,324
Jun 22, 2026 25.69 25.69 25.66 25.66 25.33 8,080
Jun 18, 2026 25.76 25.76 25.68 25.69 25.36 8,265
Jun 17, 2026 25.94 25.95 25.71 25.71 25.38 10,553
Jun 16, 2026 25.99 25.99 25.91 25.91 25.57 7,401
Jun 15, 2026 26.17 26.17 25.86 25.86 25.53 8,967
Jun 12, 2026 25.72 25.76 25.72 25.73 25.40 7,484
Jun 11, 2026 25.49 25.72 25.49 25.64 25.31 19,287
Jun 10, 2026 25.58 25.58 25.37 25.37 25.05 8,065
Jun 9, 2026 25.70 25.70 25.43 25.60 25.27 8,513
Jun 8, 2026 25.81 25.81 25.68 25.68 25.34 12,445
Jun 5, 2026 25.89 25.89 25.66 25.66 25.33 9,389
Jun 4, 2026 25.96 26.07 25.96 26.07 25.74 9,756
Jun 3, 2026 25.98 26.02 25.88 25.91 25.58 16,634
Jun 2, 2026 26.08 26.08 26.00 26.00 25.67 15,450
Jun 1, 2026 25.90 25.98 25.90 25.96 25.62 7,905
May 29, 2026 25.97 25.97 25.93 25.93 25.59 8,133
May 28, 2026 25.84 25.84 25.82 25.82 25.48 11,385
May 27, 2026 25.87 25.87 25.84 25.84 25.51 10,122
May 26, 2026 25.90 25.90 25.87 25.87 25.53 7,291
May 22, 2026 25.87 25.87 25.85 25.85 25.52 8,024
May 21, 2026 25.54 25.63 25.47 25.63 25.30 7,320
May 20, 2026 25.38 25.57 25.38 25.53 25.20 10,204
May 19, 2026 25.32 25.34 25.32 25.34 25.01 11,109
May 18, 2026 25.40 25.40 25.40 25.40 25.08 8,079
May 15, 2026 25.36 25.36 25.34 25.34 25.02 8,072
May 14, 2026 25.66 25.66 25.58 25.58 25.25 9,899
May 13, 2026 25.38 25.52 25.37 25.51 25.18 38,672
May 12, 2026 25.50 25.53 25.40 25.48 25.15 14,846
May 11, 2026 25.52 25.57 25.52 25.52 25.19 12,327
May 8, 2026 25.54 25.85 25.53 25.55 25.22 22,241
May 7, 2026 25.51 25.51 25.41 25.41 25.08 9,593
May 6, 2026 25.49 25.67 25.49 25.55 25.22 15,989
May 5, 2026 25.34 25.34 25.34 25.34 25.01 8,034
May 4, 2026 25.37 25.37 25.23 25.23 24.90 9,940
May 1, 2026 25.38 25.43 25.33 25.33 25.01 7,593
Apr 30, 2026 25.26 25.32 25.26 25.28 24.96 7,132
Apr 29, 2026 25.10 25.15 25.10 25.10 24.78 6,953
Apr 28, 2026 25.35 25.35 25.32 25.32 24.99 8,022
Apr 27, 2026 25.39 25.49 25.35 25.42 25.10 9,340
Apr 24, 2026 25.34 25.37 25.32 25.32 24.99 9,131
Apr 23, 2026 25.42 25.42 25.30 25.32 24.99 8,722
Apr 22, 2026 25.43 25.43 25.39 25.39 25.07 8,969
Apr 21, 2026 25.47 25.47 25.34 25.34 25.01 10,977
Apr 20, 2026 25.49 25.50 25.49 25.50 25.18 479
Apr 17, 2026 25.58 25.70 25.54 25.54 25.21 15,974
Apr 16, 2026 25.45 25.45 25.38 25.38 25.05 9,032
Apr 15, 2026 25.36 25.36 25.34 25.34 25.01 7,219
Apr 14, 2026 25.29 25.29 25.25 25.28 24.96 8,277
Apr 13, 2026 25.12 25.24 25.12 25.21 24.89 5,007
Apr 10, 2026 25.10 25.10 25.09 25.09 24.77 7,062
Apr 9, 2026 25.14 25.14 25.13 25.13 24.81 9,104
Apr 8, 2026 25.11 25.11 25.09 25.09 24.77 8,183
Apr 7, 2026 24.64 24.70 24.61 24.70 24.38 7,105
Apr 6, 2026 24.73 24.73 24.73 24.73 24.41 8,098
Apr 2, 2026 24.59 24.76 24.59 24.73 24.41 17,803
Apr 1, 2026 24.56 24.57 24.53 24.53 24.21 7,314
Mar 31, 2026 24.38 24.41 24.38 24.41 24.10 8,554
Mar 30, 2026$0.1438 dividend 24.25 24.25 24.02 24.02 23.71 9,302
Mar 27, 2026 24.34 24.36 24.22 24.22 23.77 10,818
Mar 26, 2026 24.60 24.60 24.45 24.45 23.99 8,122
Mar 25, 2026 24.61 24.84 24.61 24.64 24.17 13,107
Mar 24, 2026 24.43 24.79 24.43 24.55 24.09 14,278
Mar 23, 2026 24.60 24.60 24.57 24.57 24.11 7,118
Mar 20, 2026 24.51 24.52 24.36 24.36 23.90 7,246
Mar 19, 2026 24.55 24.71 24.55 24.71 24.25 8,120
Mar 18, 2026 24.85 24.85 24.62 24.62 24.16 7,437
Mar 17, 2026 24.92 25.11 24.92 24.95 24.48 29,534
Mar 16, 2026 24.87 24.87 24.80 24.83 24.36 9,402
Mar 13, 2026 24.75 24.75 24.64 24.64 24.18 14,829
Mar 12, 2026 24.83 24.87 24.71 24.71 24.25 17,352
Mar 11, 2026 25.07 25.07 24.96 24.97 24.50 13,481
Mar 10, 2026 25.10 25.21 25.05 25.05 24.58 9,958
Mar 9, 2026 24.79 25.09 24.73 25.09 24.62 16,368
Mar 6, 2026 25.04 25.04 24.96 24.96 24.49 11,100
Mar 5, 2026 25.04 25.04 25.00 25.04 24.57 201
Mar 4, 2026 25.07 25.24 25.07 25.22 24.75 6,702
Mar 3, 2026 24.98 25.14 24.97 25.14 24.67 22,222
Mar 2, 2026 25.32 25.42 25.32 25.33 24.85 11,252
Feb 27, 2026 25.45 25.45 25.25 25.32 24.84 74,605
Feb 26, 2026$0.1482 dividend 25.40 25.40 25.40 25.40 24.92 10
Feb 25, 2026 25.59 25.91 25.55 25.55 24.92 21,731
Feb 24, 2026 25.45 25.61 25.42 25.48 24.85 17,761
Feb 23, 2026 25.48 25.54 25.41 25.41 24.78 11,800
Feb 20, 2026 25.58 25.59 25.57 25.57 24.94 10,456
Feb 19, 2026 25.58 25.59 25.54 25.54 24.91 8,274
Feb 18, 2026 25.57 25.57 25.55 25.55 24.93 12,000
Feb 17, 2026 25.47 25.47 25.47 25.47 24.84 3
Feb 13, 2026 25.46 25.57 25.46 25.47 24.85 8,107
Feb 12, 2026 25.41 25.43 25.34 25.34 24.72 17,900
Feb 11, 2026 25.64 25.64 25.55 25.56 24.94 8,309
Feb 10, 2026 25.72 25.77 25.64 25.64 25.01 24,420
Feb 9, 2026 25.69 25.77 25.69 25.77 25.14 7,896
Feb 6, 2026 25.26 25.61 25.26 25.60 24.97 11,154
Feb 5, 2026 25.37 25.37 25.28 25.28 24.66 9,000
Feb 4, 2026 25.37 25.38 25.37 25.38 24.76 8,085
Feb 3, 2026 25.50 25.50 25.45 25.45 24.83 10,043
Feb 2, 2026 25.47 25.55 25.38 25.51 24.88 22,487
Jan 30, 2026 25.34 25.46 25.34 25.40 24.78 9,246
Jan 29, 2026$0.149 dividend 25.49 25.51 25.41 25.51 24.88 20,040
Jan 28, 2026 25.68 25.72 25.68 25.69 24.91 11,500
Jan 27, 2026 25.71 25.71 25.65 25.70 24.93 8,252
Jan 26, 2026 25.31 25.66 25.31 25.57 24.80 11,306
Jan 23, 2026 25.57 25.60 25.49 25.49 24.73 20,847
Jan 22, 2026 25.61 25.62 25.52 25.52 24.75 53,358
Jan 21, 2026 25.49 25.51 25.43 25.47 24.70 13,216
Jan 20, 2026 25.54 25.54 25.28 25.28 24.52 16,151
Jan 16, 2026 25.60 25.62 25.53 25.53 24.77 19,900
Jan 15, 2026 25.60 25.60 25.49 25.49 24.72 14,000
Jan 14, 2026 25.45 25.47 25.45 25.47 24.71 11,037
Jan 13, 2026 25.53 25.53 25.45 25.45 24.68 12,103
Jan 12, 2026 25.45 25.46 25.45 25.46 24.70 7,119
Jan 9, 2026 25.49 25.49 25.43 25.43 24.66 10,000
Jan 8, 2026 25.36 25.36 25.29 25.29 24.53 8,000
Jan 7, 2026 25.39 25.39 25.25 25.25 24.49 11,035
Jan 6, 2026 25.33 25.44 25.33 25.44 24.68 8,109
Jan 5, 2026 25.26 25.30 25.26 25.30 24.54 9,253
Jan 2, 2026 25.10 25.10 25.09 25.09 24.33 10,078
Dec 31, 2025 25.15 25.16 24.92 25.03 24.27 11,004
Dec 30, 2025$0.097 dividend 25.19 25.19 25.13 25.13 24.37 7,098
Dec 29, 2025 25.27 25.27 25.17 25.23 24.38 8,103
Dec 26, 2025 25.30 25.30 25.24 25.24 24.39 11,000
Dec 24, 2025 25.25 25.26 25.25 25.26 24.40 568
Dec 23, 2025 25.10 25.27 25.10 25.19 24.34 13,611
Dec 22, 2025 25.13 25.13 25.04 25.12 24.27 8,897
Dec 19, 2025 25.08 25.08 24.97 24.97 24.13 17,416
Dec 18, 2025 24.95 24.96 24.83 24.83 23.99 14,400
Dec 17, 2025 24.82 24.84 24.78 24.81 23.97 27,453
Dec 16, 2025 24.79 24.87 24.79 24.81 23.97 13,086
Dec 15, 2025 24.85 24.89 24.85 24.89 24.04 10,009
Dec 12, 2025 25.00 25.00 24.87 24.87 24.03 171,568

Open, high, low and close are the prices as traded. Adjusted close accounts for splits and dividends, and is what the chart and returns use. Where a company changed its ticker, its history under the old symbol is included.

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Westwood Enhanced Income Opportunity ETF Executive Compensation

We estimate that -- received a compensation of -- in --, making them the highest paid executive at YLDW, per a recent SEC DEF 14A filing.



Name
Role
Salary
Bonus
Stock/Option Awards
Total Compensation