Dividend Stockpile26 Des 2025

WEEI & MDST: Energy Income ETFs from Westwood

Today we’re diving deep into the world of energy income investing — and I’ve got the perfect guest to help us break it all down.I’m joined by Parag Sanghani, Senior Vice President and Senior Portfolio Manager at Westwood ETFs. Parag oversees two of their income-focused energy ETFs:🔹 WEEI – Westwood Salient Enhanced Energy Income ETF🔹 MDST – Westwood Salient Enhanced Midstream Income ETFIn this interview, we explore what makes WEEI and MDST unique, how Parag approaches the energy value chain, and how macro factors like energy prices, interest rates, regulation, and volatility shape his portfolio construction. We also dig into the fund’s covered call strategy, company selection, tax considerations, distribution sustainability, and the broader outlook for the energy sector.Topics We Cover:✔️ How WEEI and MDST were created and what they aim to deliver✔️ Differences between energy and midstream exposure✔️ How Westwood selects companies across the energy value chain✔️ How covered call strike prices, expirations, and roll schedules are chosen✔️ Key risks in energy income investing — and how they’re mitigated✔️ Distribution rates and sustainability outlook✔️ Fund tax considerations (K-1? 1256? harvesting?)✔️ Why energy continues to attract income-focused investors in 2026✔️ Where to learn more about Westwood ETFsIf you’re exploring energy income, covered call ETFs, or want a better understanding of how professional managers approach the space, this one is packed with insight.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(180)

Inside the NEOS & Goldman Sachs Deal: NEOS Co-Founder Troy Cates Explains

NEOS INVESTMENTS IS JOINING GOLDMAN SACHS — WHAT DOES IT MEAN FOR ETF INVESTORS?Big news in the ETF industry!On August 12, 2026, NEOS Investments announced that it has agreed to join Goldman Sachs Ass...

18 Aug 15min

Q2 2026 REIT Earnings + What's Undervalued Now?

Q2 2026 REIT Earnings Are In — Are REITs Still Undervalued?What did we learn from Q2 2026 REIT earnings, and where are some of the most interesting opportunities in the REIT market right now?In this e...

18 Aug 18min

State Street Select Sector SPDR Premium Income ETFs: Generate Monthly Income From Every Sector

Can you generate monthly income while maintaining targeted exposure to specific sectors of the stock market?In this episode of Dividend Stockpile, I’m joined by Matt Bartolini, Global Head of Research...

13 Aug 22min

Dividend Growth Investing: The Strategy That Keeps Paying

What makes dividend growth investing such a powerful strategy for building long-term wealth?In this episode of the Dividend Stockpile Income Investor Education Series, I’m joined by Chris D’Agnes from...

11 Aug 31min

10 Years of 10% Dividend Growth? That's DVGR's Secret

Can a focus on dividend growth outperform simply chasing the highest dividend yields?In this episode of Dividend Stockpile, I'm joined by Marc Saurborn, CEO & CIO of Dividend Assets Capital, to discus...

8 Aug 23min

Could DRVR Become the Next Great Dividend Growth ETF?

Can you predict tomorrow's dividend leaders instead of just buying yesterday's winners?In this episode of Dividend Stockpile, I'm joined by Christian Magoon, CEO of Amplify ETFs, to discuss the launch...

7 Aug 18min

BETTER Than SPYI? The SPUC Income ETF Strategy

Can you generate monthly income without sacrificing as much upside as a traditional covered call ETF?In this episode of Dividend Stockpile, I'm joined by Jeff Schwarte from Simplify Asset Management t...

6 Aug 18min

Your Money Doesn't Have to Sit There: Here's How the Wealthy Get Paid Without Working

What if you could build multiple streams of passive income instead of relying on just one?In this episode of Dividend Stockpile, I'm joined by Toby Mathis, tax attorney, entrepreneur, and founder of A...

1 Aug 39min