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WestwoodEnergy Limited PartnershipMDST · NYSE

Westwood Salient Enhanced Midstream Income ETF (MDST)

Price
$29.50
11 Sept 2026
Assets
$299.1M
Total net assets
Expense ratio
0.80%
Category 1.57%
Yield
9.10%
Trailing distributions
3Y CAGR
Category 24.4%
5Y CAGR
Category 22.1%
Loading NAV history…
Westwood Salient Enhanced Midstream Income ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+1.2%+3.6%+7.3%+19.8%+20.5%+18.6%
Energy Limited Partnership average1.3%5.2%8.5%27.3%28.4%24.4%22.1%9.6%10.9%
Difference-0.1%-1.6%-1.2%-7.4%-8.0%+7.7%

Holdings

The 10 largest positions make up 64.2% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
ETEnergy Transfer LP9.51%
WMBWilliams Companies Inc8.42%
ENB.TOEnbridge Inc7.98%
EPDEnterprise Products Partners LP6.85%
DTMDT Midstream Inc Ordinary Shares5.66%
KMIKinder Morgan Inc Class P5.51%
LNGCheniere Energy Inc5.32%
PAGPPlains GP Holdings LP Class A5.02%
TRGPTarga Resources Corp4.99%
OKEONEOK Inc4.97%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
20.1
P/B
3.4
P/S
1.2
P/CF
8.1

Sector allocation

Share of the equity the fund holds.

100.0%Energy1 sectors
  1. Energy100.0%

Asset mix

  • Stocks97.3%
  • Cash2.7%

ETF details

Issuer
Westwood
Category
Equity · Energy Limited Partnership
Ticker
MDST
Exchange
NYSE
Inception
8 Apr 2024 (2.4 years)
Structure
Exchange Traded Fund
Expense ratio
0.80% (category 1.57%)
Holdings turnover
12% (category 36%)
Distribution yield
9.10%
Beta, 3 years
0.00
Total net assets
$299.1M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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