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MDST

GradeCNew York Stock Exchange

Westwood Salient Enhanced Midstream Income ETF

Sectors · Westwood · Inception 2024-04-08

$28.82+0.12 (+0.40%)

As of Sep 23, 2026, 3:01 PM EDT

History starts Apr 9, 2024.
Intraday session: up, 63 prints from 28.70 to 28.82. Range 28.77 to 29.04. Use the arrow keys to read each point.$28.90$29.0010 AM12 PM2 PM4 PM
Expense ratio
0.80%
Fund size
$298M
1Y return
+18.9%
Yield · Last 12 months
9.41%
Holdings
23
Volume · 30D
0.1M sh
NAV per share
$28.94
52W range
low $24.93high $30.43

The ETF.net MDST Grade

C

40/ 100

Rank 6 of 7 in Energy Sector

Confidence Medium

Six-pillar profile for MDST. Scores out of 100: Cost 32, Risk 71, Mission 32, Tradability 37, Holdings 51, Durability 28. Strongest: Risk (71). Weakest: Durability (28). Leans toward Risk.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 40 of 100 sits in the C band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    DScore 32
    Category rank5/7 · mid-pack
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    DScore 32
    Category rank3/5 · mid-pack
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    AScore 71
    Category rank3/7 · top 43%
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    DScore 37
    Category rank5/7 · mid-pack
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    CScore 51
    Category rank3/6 · top 50%
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    DScore 28
    Category rank7/7 · bottom quartile

Graded as of Sep 22, 2026

Our read on MDST

ETF.net Research

CMidstream pipelines already throw off cash. MDST layers a covered call overlay on an actively picked pipeline and MLP book, then pays it out monthly, in a 1099 wrapper instead of the MLP K-1 shuffle.

Stated mandate

The Fund seeks income by investing at least 80% of its net assets, including certain investment-purpose borrowings, in securities of North American midstream corporations and U.S. master limited partnerships.

Why people hold it

  1. 01Two income engines, one ticker: distributions from pipelines and MLPs, plus premium collected from writing calls on holdings. Cash goes out monthly.westwoodholdingsgroupinc.gcs-web.com
  2. 02Caps direct MLP holdings at 25% of assets, so shareholders get a 1099 and skip K-1 forms; part of each payout can be return of capital.dividend.comwestwoodgroup.com
  3. 03Actively run, not index-shadowing: Westwood's team picks the midstream names and runs the option overlay, with at least 80% in North American midstream and US MLPs.westwoodgroup.com

Worth knowing

  1. 01Costs 0.80% a year. That is about the energy-cohort median, but roughly double an index-built midstream fund like MLPX at 0.45%.
  2. 02Calls written on holdings swap upside for premium: when those pipelines rip, the capped positions do not come along for the whole ride.westwoodholdingsgroupinc.gcs-web.com
  3. 03Launched in 2024, non-diversified, and concentrated in one industry, so the record is short and the ride is sector-shaped.westwoodgroup.com

MDST Holdings

As of Sep 20, 2026, 9:06 AM
Asset class
Stocks
Holdings
23
Top-10 weight
64%
Largest holding
ET9.6%

Sectors

Geography

The fund’s holdings, weight-ordered — page 1 of 2.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001ETENERGY TRANSFER9.56%1,353,738$28M52
002WMBWILLIAMS COS INC8.28%343,653$25M361
003ENBENBRIDGE INC7.90%483,068$24M48
004EPDENTERPRISE PRODU6.98%540,505$21M44
005DTMDT MIDSTREAM5.59%132,296$17M202
006KMIKINDER MORGAN IN5.49%522,893$16M342
007LNGCHENIERE ENERGY5.06%55,884$15M270
008TRGPTARGA RESOURCES4.98%52,031$15M340
009PAGPPLAINS GP HOLD-A4.97%533,996$15M42
010OKEONEOK INC4.95%158,350$15M325
011MPLXMPLX LP4.70%238,956$14M38
012SOBOSOUTH BOW CORP4.49%374,384$13M21
013TRPTC ENERGY CORP4.44%214,509$13M45
014AMANTERO MIDSTREAM4.40%617,059$13M197
015KNTKKINETIK HOLDINGS3.38%187,458$10M120

Showing 1–15 of 28 holdings

MDST Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

MDST$11,886
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,723
Sep 22, 2025 to Sep 22, 2026. MDST $11,886. SPY $11,723. Use the arrow keys to read each point.$9,304$10,949$12,593Sep 2025Mar 2026Sep 2026

Sep 22, 2025 – Sep 22, 2026

Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for MDST. Periods over one year show the average yearly return.
PeriodMDST
Year to date+16.6%
1 month−1.7%
3 months+1.8%
1 year+18.9%
3 yearsFund is under 3 years oldper year
5 yearsFund is under 5 years oldper year
10 yearsFund is under 10 years oldper year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for MDST
YearReturn barMDST
2026 YTD+16.6%
2025+7.1%
2024+17.2%

History from Apr 9, 2024

MDST in the news

ETF.net Research hasn’t filed on MDST yet — coverage lands here as it’s written.

MDST Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Sep 22, 2026.
9.41%Last 12 months
Payout per share
$2.70Last 12 months
Last payment
$0.23 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Monthly

Distribution history

2024–2026

One bar per payment. 29 payments from 2024 to 2026 YTD. Apr 29, 2024 $0.23; May 30, 2024 $0.23; Jun 27, 2024 $0.23; Jul 30, 2024 $0.23; Aug 29, 2024 $0.23; Sep 27, 2024 $0.23; Oct 30, 2024 $0.23; Nov 27, 2024 $0.23; Jan 3, 2025 $0.23; Jan 30, 2025 $0.23; Feb 27, 2025 $0.23; Mar 28, 2025 $0.23; Apr 29, 2025 $0.23; May 29, 2025 $0.23; Jun 27, 2025 $0.23; Jul 30, 2025 $0.23; Aug 28, 2025 $0.23; Sep 29, 2025 $0.23; Oct 30, 2025 $0.23; Nov 26, 2025 $0.23; Jan 5, 2026 $0.23; Jan 29, 2026 $0.23; Feb 26, 2026 $0.23; Mar 30, 2026 $0.23; Apr 29, 2026 $0.23; May 28, 2026 $0.23; Jun 29, 2026 $0.23; Jul 30, 2026 $0.23; Aug 28, 2026 $0.23. Use the arrow keys to read each point.202420252026YTD
Ex-datePay dateAmount per share
Aug 28, 2026Sep 2, 2026$0.23
Jul 30, 2026Aug 4, 2026$0.23
Jun 29, 2026Jul 6, 2026$0.23
May 28, 2026Jun 2, 2026$0.23
Apr 29, 2026May 4, 2026$0.23
Mar 30, 2026Apr 6, 2026$0.23
Feb 26, 2026Mar 3, 2026$0.23
Jan 29, 2026Feb 3, 2026$0.23
Jan 5, 2026Jan 9, 2026$0.23
Nov 26, 2025Dec 1, 2025$0.23
Oct 30, 2025Nov 4, 2025$0.23
Sep 29, 2025Oct 2, 2025$0.23

MDST Risk

How much the fund’s monthly returns vary, scaled to a year.
10.8%
Annualised · 28 months to Aug 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
1.33
vs 3-month T-bills · 28 months to Aug 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−14.6%
29 months · trough Apr 2025
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
0.20
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

MDST Cost

Expense ratio0.80%
  • The middle half of Energy Sector funds
  • Median 0.77%

4 of the 7 Energy Sector funds charge less.

MDST costs $80.00 a year on $10,000. The median Energy Sector fund costs $77.00.