Western Midstream Partners LWES

13F holders, Q1 2026 (March 31)
345holders +17
47new positions
28sold out
$41.17avg. 13F price*

At the end of Q1 2026, 345 institutions reported holding Western Midstream Partners L (WES) in their 13F filings, up 17 from Q4 2025. 47 opened new positions and 28 sold out. The largest holders were Alps Advisors Inc. ($1.6B), Invesco Ltd. ($990.0M) and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($365.2M).

Company
Western Midstream Partners L
CUSIP
958669103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 215Q1 2024Q2 2024: 253Q2 2024Q3 2024: 272Q3 2024Q4 2024: 273Q4 2024Q1 2025: 278Q1 2025Q2 2025: 280Q2 2025Q3 2025: 287Q3 2025Q4 2025: 328Q4 2025Q1 2026: 345Q1 2026Q2 2026: 371Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions47$53.1M
Exits28$83.2M

All 13F filers, Q4 2025 → Q1 2026: 11,898,511 shares bought and 10,257,872 shares sold, net +1,640,639 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 345 holders

Alps Advisors Inc. 7.49% Add +10.2% 38,637,354 $1.6B
Invesco Ltd. 0.10% Add +1.4% 24,047,585 $990.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.50% Add +7.1% 8,869,816 $365.2M
Tortoise Capital Advisors, L.L.C. 3.77% Add +2.8% 8,779,628 $361.5M
Goldman Sachs Group Inc. 0.05% Reduce -8.4% 8,758,512 $360.6M
Blackstone Inc. 1.48% Reduce -21.1% 8,755,422 $360.5M
Neuberger Berman Group LLC 0.20% Reduce -3.0% 6,283,710 $258.7M
Chickasaw Capital Management LLC 8.12% Reduce -1.4% 5,577,025 $229.6M
Morgan Stanley 0.01% Reduce -16.4% 4,550,365 $187.3M
Kayne Anderson Capital Advisors LP 3.09% Add +0.4% 3,918,091 $161.3M
UBS Group AG 0.03% Add +6.3% 3,722,238 $153.2M
Clearbridge Investments, LLC 0.09% No change 2,623,943 $108.0M
Westwood Holdings Group Inc. 0.65% Add +4867.7% 2,142,933 $88.2M
BNP Paribas Financial Markets 0.06% Add +40.5% 2,107,090 $86.7M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3.44% Add +8.8% 1,676,900 $69.0M
ING Groep NV 0.40% Add +121.8% 1,587,500 $65.4M
Miller Howard Investments Inc. 1.78% Add +6.3% 1,584,975 $65.3M
Fractal Investments LLC 7.69% No change 1,577,806 $65.0M
JPMorgan Chase & Co. 0.00% Reduce -50.4% 1,490,494 $62.0M
Berkley W R Corp. 2.81% Add +42.8% 1,266,970 $52.2M
Infrastructure Capital Advisors, LLC 7.22% Add +6.7% 1,234,879 $50.8M
Recurrent Investment Advisors LLC 2.81% Reduce -15.2% 1,134,758 $46.7M
Bank of America Corp. 0.00% Reduce -49.6% 1,128,284 $46.5M
CIBC Bancorp USA Inc. 0.06% — 1,072,138 $44.1M
Eagle Global Advisors LLC 1.58% Reduce -15.0% 1,063,920 $43.8M
Barclays PLC 0.02% Reduce -0.1% 1,061,910 $43.7M
Stifel Financial Corp. 0.04% Add +1.6% 983,944 $40.5M
Longfellow Investment Management Co. LLC 7.85% Reduce -16.1% 914,525 $37.7M
First Trust Advisors LP 0.03% Add +39.0% 902,585 $37.2M
Wells Fargo & Company 0.01% Add +8.3% 838,555 $34.5M
Brookfield Corp 0.04% Reduce -1.4% 671,010 $27.6M
Natixis 0.11% No change 669,100 $27.5M
Texas Yale Capital Corp. 0.74% Add +2.2% 632,821 $26.1M
Raymond James Financial Inc. 0.01% Reduce -1.3% 555,727 $22.9M
Empowered Funds, LLC 0.12% New 472,989 $19.5M
Allianz Asset Management GmbH 0.02% Add +90.1% 443,487 $18.3M
Empirical Finance, LLC 0.86% Add +86.8% 442,189 $18.2M
Terril Brothers, Inc. 4.57% Add +0.9% 405,189 $16.7M
HRT Financial LP 0.04% Reduce -28.5% 403,313 $16.6M
Catalyst Capital Advisors LLC 0.31% Add +8.6% 401,812 $16.5M
Adams Asset Advisors, LLC 1.62% No change 342,105 $14.1M
Jennison Associates LLC 0.01% Reduce -14.8% 319,415 $13.2M
Knollwood Investment Advisory, LLC 1.25% No change 301,032 $12.4M
LPL Financial LLC 0.00% Add +2.4% 299,924 $12.3M
Jump Financial, LLC 0.20% Reduce -23.0% 294,750 $12.1M
Susquehanna Portfolio Strategies, LLC 0.18% No change 288,605 $11.9M
Sovereign Investment Advisors, LLC 2.39% Add +0.5% 274,479 $11.3M
Exchange Traded Concepts, LLC 0.09% Reduce -2.5% 269,657 $11.1M
Slotnik Capital, LLC 3.21% No change 262,614 $10.8M
Waverly Advisors, LLC 0.08% Reduce -28.8% 253,319 $10.4M
Victory Capital Management Inc. 0.01% No change 249,581 $10.3M
Advisors Asset Management, Inc. 0.17% Add +3.1% 242,458 $10.0M
Royal Bank of Canada 0.00% Add +3.2% 241,086 $9.9M
Maryland State Retirement & Pension System 0.18% Reduce -2.3% 217,674 $9.0M
Stephens Inc. 0.11% Add +2.2% 205,453 $8.5M
Heronetta Management, L.P. 7.75% No change 206,361 $8.5M
Militia Capital Management LLC 1.85% — 200,250 $8.2M
RR Advisors, LLC 2.11% Add +1.6% 184,313 $7.6M
Horizon Kinetics Asset Management LLC 0.08% Add +26.6% 169,744 $7.0M
Ellsworth Advisors, LLC 1.29% Add +6.7% 166,306 $6.8M
Citigroup Inc. 0.00% Add +27.9% 162,617 $6.7M
Americana Partners, LLC 0.17% Add +0.6% 162,059 $6.7M
Evergreen Capital Management LLC 0.14% Reduce -4.8% 158,167 $6.5M
Cibc World Market Inc. 0.01% No change 157,200 $6.5M
Sanctuary Advisors, LLC 0.03% Add +4.5% 144,056 $5.9M
U.S. Capital Wealth Advisors, LLC 0.15% Add +4.8% 140,475 $5.8M
Rockefeller Capital Management L.P. 0.01% Add +11.2% 133,799 $5.5M
Cresset Asset Management, LLC 0.02% Add +29.3% 129,976 $5.4M
Mariner, LLC 0.01% Add +12.9% 129,372 $5.3M
Envestnet Asset Management Inc. 0.00% Add +20.9% 110,711 $4.6M
Hennessy Advisors Inc. 0.16% Reduce -7.9% 110,260 $4.5M
Lavaca Capital LLC 0.83% No change 108,000 $4.4M
Cetera Investment Advisers 0.00% Add +3.3% 104,295 $4.3M
Susquehanna International Group, LLP 0.01% New 103,654 $4.3M
Paragon Associates & Paragon Associates II Joint Venture 5.59% New 100,000 $4.1M
Summit Financial, LLC 0.05% Add +0.0% 94,302 $3.9M
Spirit of America Management Corp. 0.74% Reduce -8.5% 91,650 $3.8M
HighTower Advisors, LLC 0.00% Add +10.7% 86,042 $3.5M
Glenmede Trust Co. NA 0.02% No change 85,481 $3.5M
Pathstone Holdings, LLC 0.01% Add +0.2% 83,078 $3.4M
Fort Washington Investment Advisors Inc. 0.02% Add +45.3% 78,819 $3.2M
Van Eck Associates Corp. 0.00% Add +55.7% 77,303 $3.2M
Pekin Hardy Strauss, Inc. 0.32% No change 73,150 $3.0M
D.A. Davidson & Co. 0.02% Add +0.8% 72,449 $3.0M
NewEdge Advisors, LLC 0.01% Add +12.9% 66,584 $2.7M
BlackRock, Inc. 0.00% Add +0.1% 65,656 $2.7M
Parkside Financial Bank & Trust 0.21% No change 65,438 $2.7M
Dividend Assets Capital, LLC 0.53% Add +4.6% 64,355 $2.6M
GraniteShares Advisors LLC 1.82% Reduce -10.3% 61,211 $2.5M
HUB Investment Partners, LLC 0.06% Add +6.3% 60,562 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +60.1% 58,038 $2.4M
Captrust Financial Advisors 0.00% Add +15.7% 53,220 $2.2M
Keeler Thomas Management LLC 0.91% New 52,453 $2.2M
Kestra Advisory Services, LLC 0.01% Reduce -8.1% 52,294 $2.2M
Gsa Capital Partners LLP 0.13% New 50,630 $2.1M
ELCO Management Co., LLC 0.99% New 50,149 $2.1M
Huntington National Bank 0.02% New 49,999 $2.1M
CFM Wealth Partners LLC 0.31% No change 49,883 $2.1M
Daymark Wealth Partners, LLC 0.06% Add +5.3% 49,036 $2.0M
Wexford Capital LP 0.33% New 48,526 $2.0M
MAI Capital Management 0.01% Add +5.4% 47,664 $2.0M
Truist Financial Corp. 0.00% Add +101.4% 47,494 $2.0M
Creative Planning 0.00% Add +23.7% 47,353 $1.9M
SageGuard Financial Group, LLC 0.28% Reduce -1.5% 44,344 $1.8M
Cary Street Partners Investment Advisory LLC 0.46% Reduce -6.5% 43,655 $1.8M
Virtu Financial LLC 0.07% Add +22.7% 43,631 $1.8M
Basso Capital Management, L.P. 1.06% No change 42,150 $1.7M
Northern Trust Corp. 0.00% Reduce -17.1% 41,164 $1.7M
Chilton Capital Management LLC 0.06% Reduce -5.9% 40,469 $1.7M
AlphaCore Capital LLC 0.04% New 39,555 $1.6M
Guggenheim Capital LLC 0.01% Add +23.1% 39,054 $1.6M
FMR LLC 0.00% Reduce -41.2% 39,036 $1.6M
Samalin Investment Counsel, LLC 0.55% Add +10.3% 37,766 $1.6M
Beacon Pointe Advisors, LLC 0.01% Add +2.6% 37,080 $1.5M
Requisite Capital Management, LLC 0.28% No change 36,046 $1.5M
Oppenheimer Asset Management Inc. 0.02% Add +5.6% 36,044 $1.5M
Fidelis Capital Partners, LLC 0.11% Add +288.6% 36,021 $1.5M
Independent Financial Group, LLC 0.03% Reduce -5.6% 35,729 $1.5M
Albert D Mason Inc. 0.94% Add +4.4% 35,395 $1.5M
IFG Advisory, LLC 4.08% New 34,577 $1.4M
Turtle Creek Wealth Advisors, LLC 0.11% No change 34,402 $1.4M
Keybank National Association 0.01% Reduce -4.7% 33,177 $1.4M
PFG Investments, LLC 0.06% Add +19.1% 32,110 $1.3M
Ieq Capital, LLC 0.01% Add +1.6% 31,611 $1.3M
Cerity Partners LLC 0.00% Add +2.6% 31,321 $1.3M
Autumn Glory Partners, LLC 0.47% Add +47.6% 31,000 $1.3M
Osaic Holdings, Inc. 0.00% Reduce -40.5% 30,751 $1.3M
US Bancorp \de 0.00% Add +4.2% 30,710 $1.3M
Whittier Trust Co. of Nevada Inc. 0.03% No change 30,784 $1.3M
Apollon Wealth Management, LLC 0.02% Reduce -1.6% 30,259 $1.2M
Silvercrest Asset Management Group LLC 0.01% Reduce -7.9% 30,164 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -45.1% 29,822 $1.2M
BWM Planning, LLC 0.31% No change 28,325 $1.2M
Nicholas Wealth, LLC. 0.80% Add +10.9% 28,061 $1.2M
Curi Capital, LLC 0.02% No change 27,938 $1.2M
Cedar Wealth Management, LLC 0.33% New 27,702 $1.1M
Commonwealth Equity Services, LLC 0.00% Reduce -10.8% 27,401 $1.1M
Simplex Trading, LLC 0.03% New 27,100 $1.1M
Moors & Cabot, Inc. 0.05% Add +8.5% 26,284 $1.1M
American Financial Group Inc. 0.39% No change 25,500 $1.0M
Abel Hall, LLC 0.22% Add +147.2% 25,188 $1.0M
Summit Trail Advisors, LLC 0.01% Add +123.5% 25,114 $1.0M
JBF Capital, Inc. 0.15% New 25,000 $1.0M
Advisory Services Network, LLC 0.01% Add +14.2% 24,992 $1.0M
SL Advisors, LLC 1.64% No change 23,602 $972K
NewEdge Wealth, LLC 0.01% Add +74.3% 23,452 $966K
Kovack Advisors, Inc. 0.05% Add +7.7% 23,206 $954K
Cwm, LLC 0.00% Reduce -0.0% 22,209 $914K
Chicago Partners Investment Group LLC 0.02% Add +3.4% 22,008 $901K
CVFG LLC 0.11% New 21,730 $895K
Focus Partners Wealth 0.00% Add +37.4% 21,700 $893K
Corient Private Wealth LP 0.00% Add +49.1% 22,271 $868K
ProShare Advisors LLC 0.00% Reduce -10.0% 20,057 $826K
Mutual Advisors, LLC 0.02% Add +29.6% 20,035 $825K
Linscomb Wealth, Inc. 0.04% Add +63.5% 19,729 $812K
Kestra Private Wealth Services, LLC 0.01% Add +6.3% 19,499 $803K
Kercheville Advisors, LLC 0.25% Add +69.3% 19,300 $795K
Plan Group Financial, LLC 0.18% Add +72.7% 18,130 $746K
Evanson Asset Management, LLC 0.04% New 18,082 $744K
VestGen Advisors, LLC 0.02% Add +10.1% 16,614 $740K
Bramshill Investments, LLC 0.06% Reduce -0.6% 17,851 $735K
Snowden Capital Advisors LLC 0.02% Reduce -18.8% 17,787 $732K
Concurrent Investment Advisors, LLC 0.01% Add +75.0% 17,408 $717K
Simon Quick Advisors, LLC 0.03% No change 17,400 $716K
Cornerstone Management, Inc. 0.11% No change 16,735 $689K
Rockwood Wealth Management, LLC 0.05% No change 16,713 $688K
&partners 0.00% Reduce -8.3% 16,536 $681K
Caprock Group, LLC 0.02% Reduce -26.9% 16,279 $670K
Diversified Trust Co. 0.01% Reduce -8.8% 16,251 $669K
Bollard Group LLC 0.02% Add +2.1% 16,219 $668K
Penbrook Management LLC 0.50% No change 15,900 $655K
Lido Advisors, LLC 0.00% New 15,887 $654K
Novem Group 0.07% Add +1.6% 15,543 $640K
Fayez Sarofim & Co 0.00% No change 14,704 $605K
Equitec Proprietary Markets, LLC 1.40% Reduce -5.1% 14,700 $605K
Icon Wealth Advisors, LLC 0.04% Add +31.3% 14,148 $597K
Oxinas Partners, LLC 0.26% No change 13,761 $567K
Stratos Wealth Partners, LTD. 0.01% Add +79.1% 13,742 $566K
Castleark Management LLC 0.02% Reduce -63.0% 13,390 $551K
Bank of New York Mellon Corp 0.00% Add +55.9% 13,380 $551K
Hourglass Capital, LLC 0.11% New 13,308 $548K
Journey Strategic Wealth LLC 0.01% No change 13,300 $548K
Bitterroot Capital Advisors LLC 0.33% Add +2.1% 13,038 $537K
AlTi Global, Inc. 0.01% New 12,804 $527K
Brookstone Capital Management 0.01% Add +3.7% 12,800 $527K
Steward Partners Investment Advisory, LLC 0.00% Add +136.0% 12,758 $525K
Westover Capital Advisors, LLC 0.10% Add +64.9% 12,700 $523K
Peapack Gladstone Financial Corp. 0.01% No change 12,665 $522K
Kaizen Financial Strategies 0.22% Add +7.3% 12,573 $514K
Belfer Management LLC 8.33% Add +19.7% 12,098 $498K
Ulland Investment Advisors, LLC 0.43% New 12,000 $494K
Dimensional Fund Advisors LP 0.00% Reduce -57.0% 11,964 $493K
Mgo One Seven LLC 0.01% Reduce -7.4% 11,249 $463K
SG Americas Securities, LLC 0.00% Reduce -2.9% 11,219 $462K
Howard Financial Services, LTD. 0.05% Add +2.1% 11,179 $460K
Prospera Financial Services Inc 0.01% Add +0.1% 11,065 $456K
Fiduciary Financial Group, LLC 0.06% Reduce -0.6% 10,681 $440K
Navellier & Associates Inc. 0.05% Add +1.4% 10,623 $437K
Fiduciary Group, LLC 0.04% No change 10,420 $429K
F/m Investments LLC 0.03% No change 10,340 $426K
Schulhoff & Co. Inc. 0.17% No change 10,100 $416K
Hardy Reed LLC 0.03% No change 10,050 $414K
HB Wealth Management, LLC 0.00% Add +22.2% 9,939 $409K
Choreo, LLC 0.01% Add +6.0% 9,875 $407K
Blair William & Co. 0.00% Add +1.0% 9,684 $399K
Private Advisor Group, LLC 0.00% Add +15.8% 9,480 $390K
Quantinno Capital Management LP 0.00% Add +2.0% 9,105 $375K
Gabelli Funds LLC 0.00% No change 9,051 $373K
Cascade Financial Partners, LLC 0.04% Add +4.6% 8,926 $367K
Tocqueville Asset Management L.P. 0.01% Add +8.2% 8,873 $365K
Cadent Capital Advisors, LLC 0.10% Add +0.9% 8,843 $364K
Convergence Financial, LLC 0.04% New 8,760 $361K
South Street Advisors LLC 0.05% New 8,640 $356K
M&T Bank Corp 0.00% No change 8,540 $352K
Stonebridge Financial Group, LLC / MO 0.29% Add +13.7% 8,383 $345K
Mitchell McLeod Pugh & Williams Inc. 0.05% No change 8,375 $345K
Corps Capital Advisors, LLC 0.30% New 8,316 $342K
Fulcrum Asset Management LLP 0.05% No change 7,933 $330K
Quantum Financial Planning Services, Inc. 0.12% No change 8,000 $329K
Obermeyer Wealth Partners 0.02% New 8,000 $329K
Moody National Bank Trust Division 0.03% Add +1.7% 7,547 $311K
Sequoia Financial Advisors, LLC 0.00% No change 7,175 $295K
Investors Asset Management of Georgia Inc. /Ga/ 0.12% No change 7,132 $294K
Outlook Wealth Advisors, LLC 0.07% Add +0.6% 7,078 $291K
Sanders Morris Harris LLC 0.04% New 6,697 $276K
Intrua Financial, LLC 0.03% Add +1.0% 6,593 $271K
Laird Norton Wetherby Trust Company, LLC 0.01% No change 6,450 $266K
Fifth Third Bancorp 0.00% Add +592.3% 6,431 $265K
Curated Wealth Partners LLC 0.03% No change 6,400 $263K
Naviter Wealth, LLC 0.03% Add +2.8% 6,400 $263K
Tableaux LLC 0.13% New 6,394 $263K
Hickory Point Bank & Trust 0.17% No change 6,350 $261K
Wilmington Savings Fund Society, FSB 0.01% Add +46.0% 6,343 $261K
Arista Wealth Management, LLC 0.03% No change 6,300 $259K
Venture Visionary Partners LLC 0.01% New 6,300 $259K
Integrated Wealth Concepts LLC 0.00% New 6,205 $255K
Pasadena Private Wealth, LLC 0.04% Add +5.2% 6,110 $252K
Highlander Partners, L.P. 0.10% No change 6,100 $251K
Nicholas Hoffman & Company, LLC. 0.01% No change 6,000 $247K
Bradley Foster & Sargent Inc. 0.00% No change 5,993 $247K
Kingsview Wealth Management, LLC 0.00% Add +0.9% 5,914 $243K
AE Wealth Management LLC 0.00% Add +10.2% 5,861 $241K
Magnus Financial Group LLC 0.02% New 5,817 $239K
Brown Brothers Harriman & Co. 0.00% No change 5,816 $239K
Westco Advisory Services Inc. 0.15% No change 5,807 $239K
Sage Capital Management, LLC 0.11% No change 5,713 $235K
Barnett & Company, Inc. 0.18% No change 5,700 $235K
PNC Financial Services Group, Inc. 0.00% No change 5,662 $233K
Ameriprise Financial Inc. 0.00% Reduce -60.3% 5,620 $231K
Capital Advisors Inc. 0.00% No change 5,600 $231K
Jaffetilchin Investment Partners, LLC 0.01% Add +2.1% 5,552 $229K
Investor's Fiduciary Advisor Network, LLC 0.07% No change 5,500 $226K
Mattern Capital Management, LLC 0.03% No change 5,475 $225K
Quadrant Capital Group LLC 0.01% No change 5,435 $224K
Archford Capital Strategies, LLC 0.03% No change 5,400 $222K
American Century Companies Inc. 0.00% Reduce -0.9% 5,327 $219K
First Trust Capital Management L.P. 0.01% Add +0.1% 5,242 $216K
Summit Financial Wealth Advisors, LLC 0.03% New 5,213 $215K
Advisor Resource Council 0.08% No change 5,056 $208K
DRW Securities, LLC 0.01% New 5,002 $206K
Baldwin Wealth Partners LLC 0.01% New 5,000 $206K
Resonant Capital Advisors, LLC 0.01% New 5,000 $206K
Regal Investment Advisors LLC 0.01% New 4,951 $204K
Tidal Investments LLC 0.00% Reduce -12.4% 4,941 $203K
WESPAC Advisors, LLC 0.11% New 4,887 $201K
SCS Capital Management LLC 0.00% New 4,883 $201K
Pavion Blue Capital, LLC 0.09% New 4,880 $201K
American National Bank & Trust 0.02% Reduce -5.1% 4,693 $193K
Virtus Investment Advisers, LLC 0.05% Add +9.3% 4,496 $185K
Amplify Investments, LLC 3.16% No change 4,284 $176K
IFP Advisors, Inc 0.00% Reduce -56.5% 4,208 $173K
CENTRAL TRUST Co 0.00% No change 4,205 $173K
Ameriflex Group, Inc. 0.09% Add +6.2% 4,187 $172K
Sunbelt Securities, Inc. 0.01% New 3,800 $156K
Geneos Wealth Management Inc. 0.00% Add +126.0% 3,587 $148K
Jones Financial Companies LLLP 0.00% Add +92.6% 3,438 $144K
Harbour Investments, Inc. 0.00% Add +1231.5% 2,410 $99K
McIlrath & Eck, LLC 0.01% Reduce -4.4% 2,324 $96K
Cedar Mountain Advisors, LLC 0.02% Add +2.1% 2,178 $90K
Bokf, NA 0.00% New 2,000 $82K
Arax Advisory Partners 0.00% Add +40.7% 1,900 $78K
EverSource Wealth Advisors, LLC 0.00% No change 1,800 $74K
Creative Financial Designs Inc. 0.00% No change 1,759 $72K
State of Wyoming 0.01% Reduce -67.4% 1,718 $71K
Farmers & Merchants Investments Inc. 0.00% No change 1,566 $64K
Fortitude Family Office, LLC 0.01% No change 1,367 $56K
HM Payson & Co. 0.00% Add +13.4% 1,271 $52K
SouthState Bank Corp 0.00% No change 1,251 $52K
Sound Income Strategies, LLC 0.00% Add +0.3% 1,167 $48K
United Community Bank 0.02% No change 1,150 $47K
Allworth Financial LP 0.00% Add +0.1% 1,040 $43K
Cary Street Partners Financial LLC 0.00% No change 1,017 $42K
International Assets Investment Management, LLC 0.00% No change 1,012 $41K
MTM Investment Management, LLC 0.01% No change 1,000 $41K
Whittier Trust Co. 0.00% Reduce -7.8% 976 $40K
Mather Group, Llc. 0.00% New 910 $37K
Global Wealth Strategies & Associates 0.01% Add +2.1% 906 $37K
Lanark Financial, Inc. 0.00% Add +12.5% 873 $36K
Elequin Capital, LP 0.01% New 841 $35K
Financial Network Wealth Advisors LLC 0.03% Add +1.6% 819 $34K
Northwestern Mutual Wealth Management Co. 0.00% Add +19.9% 814 $34K
Rothschild Investment LLC 0.00% No change 793 $33K
Larson Financial Group LLC 0.00% No change 791 $33K
Armstrong Advisory Group, Inc. 0.00% No change 700 $29K
Glen Eagle Advisors, LLC 0.00% Reduce -26.5% 693 $29K
Westside Investment Management, Inc. 0.00% No change 647 $27K
Toth Financial Advisory Corp. 0.00% No change 593 $24K
Truvestments Capital LLC 0.00% No change 585 $24K
Avion Wealth 0.01% Reduce -68.4% 600 $24K
Capital Analysts, LLC 0.00% Add +2.2% 566 $23K
Farther Finance Advisors, LLC 0.00% Reduce -82.9% 489 $20K
Axiom Investment Management LLC 0.01% — 450 $19K
First Horizon Corp. 0.00% No change 447 $18K
State of Alaska, Department of Revenue 0.00% No change 447 $18K
Founders Capital Management 0.01% No change 400 $16K
Princeton Global Asset Management LLC 0.00% No change 400 $16K
Assetmark, Inc. 0.00% Add +88.1% 395 $16K
GAMMA Investing LLC 0.00% Reduce -2.5% 384 $16K
Heritage Wealth Advisors 0.00% No change 375 $15K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +575.5% 358 $15K
Russell Investments Group, Ltd. 0.00% Add +18.9% 314 $13K
Pacific Center for Financial Services 0.00% New 300 $12K
Bogart Wealth, LLC 0.00% Add +2.0% 255 $11K
Vermillion Wealth Management, Inc. 0.00% New 246 $10K
Twin Peaks Wealth Advisors, LLC 0.00% New 241 $10K
Medallion Wealth Advisors, LLC 0.00% No change 212 $9K
Aventura Private Wealth, LLC 0.00% No change 200 $8K
Asset Dedication, LLC 0.00% No change 200 $8K
TD Waterhouse Canada Inc. 0.00% New 200 $8K
Keating Financial Advisory Services, Inc. 0.00% No change 191 $8K
Tower Research Capital LLC (TRC) 0.00% New 184 $8K
Optiver Holding B.V. 0.00% No change 147 $6K
Caldwell Sutter Capital, Inc. 0.00% Add +23.8% 130 $5K
Abound Wealth Management 0.00% No change 118 $5K
West Financial Advisors, LLC 0.00% Add +1.7% 117 $5K
Basepoint Wealth LLC 0.00% Add +2.8% 112 $5K
Bessemer Group Inc. 0.00% No change 65 $3K
Silver Grove Financial Group, Inc. 0.00% New 62 $3K
Capital Advisors, Ltd. LLC 0.00% No change 47 $2K
Wolff Wiese Magana LLC 0.00% No change 36 $1K
Strategic Investment Solutions, Inc. 0.00% Reduce -90.0% 20 $1K
CoreCap Advisors, LLC 0.00% No change 30 $1K
Rialto Wealth Management, LLC 0.00% No change 14 $577
Westend Capital Management, LLC 0.00% No change 2 $98
Signature Resources Capital Management, LLC 0.00% New 1 $43

"% of holder's portfolio" is WES's weight in each manager's 13F, not the share of Western Midstream Partners L the manager owns.