Western Midstream Partners LWES
13F holders, Q2 2026 (June 30)371holders +26
43new positions
16sold out
1famous investor
$43.76avg. 13F price*
At the end of Q2 2026, 371 institutions reported holding Western Midstream Partners L (WES) in their 13F filings, up 26 from Q1 2026. 43 opened new positions and 16 sold out. The largest holders were Alps Advisors Inc. ($1.6B), Invesco Ltd. ($1.1B) and Morgan Stanley ($929.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Western Midstream Partners L
- CUSIP
- 958669103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $39.4M |
| Exits | 16 | $5.5M |
All 13F filers, Q1 2026 → Q2 2026: 21,171,552 shares bought and 7,914,717 shares sold, net +13,256,835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 371 holders
| Alps Advisors Inc. | 7.52% | Reduce -5.2% | 36,629,600 | $1.6B |
| Invesco Ltd. | 0.08% | Add +0.3% | 24,122,314 | $1.1B |
| Morgan Stanley | 0.05% | Add +366.6% | 21,230,903 | $929.1M |
| Blackstone Inc. | 1.50% | Add +18.4% | 10,367,520 | $453.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.45% | Reduce -2.6% | 8,637,568 | $378.0M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -2.6% | 8,527,559 | $373.2M |
| Tortoise Capital Advisors, L.L.C. | 2.89% | Reduce -25.9% | 6,506,154 | $284.7M |
| Neuberger Berman Group LLC | 0.18% | Reduce -1.5% | 6,190,369 | $270.9M |
| Chickasaw Capital Management LLC | 8.67% | Reduce -1.2% | 5,507,654 | $241.0M |
| Kayne Anderson Capital Advisors LP | 3.37% | Add +0.3% | 3,928,197 | $171.9M |
| UBS Group AG | 0.02% | Reduce -4.2% | 3,567,482 | $156.1M |
| Clearbridge Investments, LLC | 0.10% | Add +3.3% | 2,711,343 | $118.6M |
| Westwood Holdings Group Inc. | 0.72% | Add +1.9% | 2,183,188 | $95.5M |
| BNP Paribas Financial Markets | 0.05% | Reduce -5.4% | 1,992,817 | $87.2M |
| Miller Howard Investments Inc. | 1.91% | Add +4.0% | 1,648,942 | $72.2M |
| ING Groep NV | 0.34% | No change | 1,587,500 | $69.5M |
| Fractal Investments LLC | 7.70% | Reduce -3.4% | 1,524,646 | $66.7M |
| Bank of America Corp. | 0.00% | Add +21.1% | 1,366,602 | $59.8M |
| Barclays PLC | 0.02% | Add +25.8% | 1,336,050 | $58.5M |
| Berkley W R Corp. | 2.72% | No change | 1,266,970 | $55.4M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 2.47% | Reduce -24.9% | 1,259,900 | $55.1M |
| Infrastructure Capital Advisors, LLC | 7.27% | Reduce -1.4% | 1,217,182 | $53.3M |
| Recurrent Investment Advisors LLC | 3.08% | Reduce -0.1% | 1,133,291 | $49.6M |
| Eagle Global Advisors LLC | 1.51% | Reduce -2.1% | 1,041,420 | $45.6M |
| Stifel Financial Corp. | 0.04% | Reduce -0.8% | 975,975 | $42.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -34.2% | 980,558 | $42.5M |
| Longfellow Investment Management Co. LLC | 8.18% | No change | 914,525 | $40.0M |
| Wells Fargo & Company | 0.01% | Add +2.8% | 862,254 | $37.7M |
| First Trust Advisors LP | 0.02% | Reduce -16.1% | 757,171 | $33.1M |
| HRT Financial LP | 0.06% | Add +85.5% | 747,937 | $32.7M |
| Brookfield Corp | 0.04% | Add +9.0% | 731,378 | $32.0M |
| Natixis | 0.14% | Reduce -1.7% | 657,600 | $28.8M |
| CIBC Bancorp USA Inc. | 0.03% | Reduce -39.8% | 645,168 | $28.2M |
| Texas Yale Capital Corp. | 0.61% | Add +0.8% | 638,096 | $27.9M |
| Raymond James Financial Inc. | 0.01% | Add +1.9% | 566,167 | $24.8M |
| Allianz Asset Management GmbH | 0.02% | No change | 443,487 | $19.4M |
| Catalyst Capital Advisors LLC | 0.30% | Add +1.3% | 406,912 | $17.8M |
| Terril Brothers, Inc. | 4.56% | Reduce -0.6% | 402,969 | $17.6M |
| Adams Asset Advisors, LLC | 1.90% | Add +9.6% | 374,823 | $16.4M |
| Empowered Funds, LLC | 0.08% | Reduce -23.3% | 362,716 | $15.9M |
| RR Advisors, LLC | 4.51% | Add +93.2% | 356,123 | $15.6M |
| Empirical Finance, LLC | 0.60% | Reduce -25.4% | 330,016 | $14.4M |
| LPL Financial LLC | 0.00% | Add +8.6% | 325,656 | $14.3M |
| Jennison Associates LLC | 0.01% | Reduce -1.9% | 313,367 | $13.7M |
| Citadel Advisors | 0.01% | New | 304,274 | $13.3M |
| Knollwood Investment Advisory, LLC | 1.17% | No change | 301,032 | $13.2M |
| Susquehanna Portfolio Strategies, LLC | 0.20% | Reduce -0.3% | 287,825 | $12.6M |
| Sovereign Investment Advisors, LLC | 2.25% | No change | 274,479 | $12.0M |
| Slotnik Capital, LLC | 3.20% | No change | 262,614 | $11.5M |
| Waverly Advisors, LLC | 0.06% | Reduce -1.0% | 250,869 | $11.0M |
| Victory Capital Management Inc. | 0.01% | No change | 249,581 | $10.9M |
| Advisors Asset Management, Inc. | 0.16% | Reduce -4.0% | 232,840 | $10.2M |
| Exchange Traded Concepts, LLC | 0.05% | Reduce -16.8% | 224,453 | $9.8M |
| Maryland State Retirement & Pension System | 0.16% | Reduce -0.7% | 216,251 | $9.5M |
| Stephens Inc. | 0.11% | Add +4.7% | 215,066 | $9.4M |
| Royal Bank of Canada | 0.00% | Reduce -14.1% | 207,128 | $9.1M |
| Heronetta Management, L.P. | 8.29% | No change | 206,361 | $9.0M |
| Arax Advisory Partners | 0.06% | Add +10584.0% | 202,996 | $8.9M |
| Militia Capital Management LLC | 1.58% | No change | 200,250 | $8.8M |
| Ellsworth Advisors, LLC | 1.29% | Add +3.7% | 172,429 | $7.8M |
| Citigroup Inc. | 0.00% | Add +8.0% | 175,596 | $7.7M |
| Horizon Kinetics Asset Management LLC | 0.09% | Add +1.5% | 172,227 | $7.5M |
| Americana Partners, LLC | 0.16% | Reduce -0.5% | 161,245 | $7.1M |
| Evergreen Capital Management LLC | 0.12% | Reduce -1.4% | 155,867 | $6.8M |
| Sanctuary Advisors, LLC | 0.03% | Add +0.1% | 144,248 | $6.3M |
| Bank of Montreal | 0.00% | New | 139,447 | $6.1M |
| Mariner, LLC | 0.01% | Add +5.9% | 137,042 | $6.0M |
| Treasurer of the State of North Carolina | 0.02% | New | 135,028 | $5.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.2% | 134,118 | $5.9M |
| Cibc World Market Inc. | 0.01% | Reduce -15.6% | 132,700 | $5.8M |
| Cresset Asset Management, LLC | 0.02% | Add +1.4% | 131,835 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.1% | 110,559 | $4.8M |
| Hennessy Advisors Inc. | 0.15% | No change | 110,260 | $4.8M |
| Lavaca Capital LLC | 0.49% | No change | 108,000 | $4.7M |
| Cetera Investment Advisers | 0.00% | Reduce -4.7% | 99,433 | $4.4M |
| HighTower Advisors, LLC | 0.00% | Add +14.2% | 98,294 | $4.3M |
| Summit Financial, LLC | 0.05% | Add +0.3% | 94,579 | $4.1M |
| Glenmede Trust Co. NA | 0.02% | No change | 85,481 | $3.7M |
| Spirit of America Management Corp. | 0.70% | Reduce -7.1% | 85,150 | $3.7M |
| Pathstone Holdings, LLC | 0.01% | No change | 83,078 | $3.6M |
| Fort Washington Investment Advisors Inc. | 0.02% | No change | 78,819 | $3.4M |
| D.A. Davidson & Co. | 0.02% | Add +2.6% | 74,339 | $3.3M |
| MAI Capital Management | 0.01% | Add +54.4% | 73,587 | $3.2M |
| Pekin Hardy Strauss, Inc. | 0.28% | Add +0.0% | 73,156 | $3.2M |
| NewEdge Advisors, LLC | 0.01% | Add +8.1% | 71,977 | $3.1M |
| GraniteShares Advisors LLC | 1.98% | Add +15.1% | 70,436 | $3.1M |
| Hartree Partners, LP | 0.62% | New | 66,000 | $2.9M |
| BlackRock, Inc. | 0.00% | Reduce 0.0% | 65,655 | $2.9M |
| Parkside Financial Bank & Trust | 0.20% | Add +0.1% | 65,520 | $2.9M |
| Van Eck Associates Corp. | 0.00% | Reduce -18.3% | 63,189 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +17.5% | 61,450 | $2.7M |
| Dividend Assets Capital, LLC | 0.50% | Reduce -7.6% | 59,492 | $2.6M |
| HUB Investment Partners, LLC | 0.05% | Reduce -2.2% | 59,219 | $2.6M |
| Truist Financial Corp. | 0.00% | Add +16.6% | 55,370 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.5% | 54,838 | $2.4M |
| Captrust Financial Advisors | 0.00% | Add +2.4% | 54,487 | $2.4M |
| Huntington National Bank | 0.01% | No change | 49,999 | $2.2M |
| CFM Wealth Partners LLC | 0.28% | No change | 49,883 | $2.2M |
| ELCO Management Co., LLC | 0.93% | Reduce -1.4% | 49,437 | $2.2M |
| Wexford Capital LP | 0.29% | No change | 48,526 | $2.1M |
| SageGuard Financial Group, LLC | 0.27% | Add +0.3% | 44,477 | $1.9M |
| Jane Street Group, LLC | 0.00% | New | 44,072 | $1.9M |
| Cary Street Partners Investment Advisory LLC | 0.39% | No change | 43,655 | $1.9M |
| AlTi Global, Inc. | 0.04% | Add +234.3% | 42,800 | $1.9M |
| Quantinno Capital Management LP | 0.00% | Add +363.1% | 42,161 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +35.4% | 41,633 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Add +2.2% | 39,913 | $1.7M |
| AlphaCore Capital LLC | 0.03% | No change | 39,555 | $1.7M |
| FMR LLC | 0.00% | Add +0.5% | 39,236 | $1.7M |
| Creative Planning | 0.00% | Reduce -18.3% | 38,676 | $1.7M |
| Samalin Investment Counsel, LLC | 0.54% | Add +2.1% | 38,560 | $1.7M |
| Northern Trust Corp. | 0.00% | Reduce -6.5% | 38,491 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.7% | 37,727 | $1.7M |
| Chilton Capital Management LLC | 0.05% | Reduce -8.8% | 36,919 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +0.7% | 36,303 | $1.6M |
| Requisite Capital Management, LLC | 0.26% | No change | 36,046 | $1.6M |
| IFG Advisory, LLC | 0.06% | Add +4.2% | 36,044 | $1.6M |
| Albert D Mason Inc. | 0.89% | Add +0.8% | 35,672 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +28.8% | 35,290 | $1.5M |
| Cedar Wealth Management, LLC | 0.39% | Add +24.7% | 34,542 | $1.5M |
| Turtle Creek Wealth Advisors, LLC | 0.08% | No change | 34,402 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Reduce -3.7% | 34,393 | $1.5M |
| Keybank National Association | 0.00% | No change | 33,177 | $1.5M |
| Ieq Capital, LLC | 0.01% | Add +2.0% | 32,253 | $1.4M |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -34.9% | 31,947 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -0.4% | 31,209 | $1.4M |
| US Bancorp \de | 0.00% | No change | 30,710 | $1.3M |
| Chicago Partners Investment Group LLC | 0.03% | Add +25.9% | 27,700 | $1.3M |
| NewEdge Wealth, LLC | 0.01% | Add +25.8% | 29,500 | $1.3M |
| PFG Investments, LLC | 0.05% | Reduce -9.1% | 29,201 | $1.3M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -4.0% | 28,970 | $1.3M |
| BWM Planning, LLC | 0.29% | No change | 28,325 | $1.2M |
| Nicholas Wealth, LLC. | 0.67% | Add +0.1% | 28,089 | $1.2M |
| Curi Capital, LLC | 0.02% | No change | 27,938 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Add +1.1% | 26,577 | $1.2M |
| Apollon Wealth Management, LLC | 0.01% | Reduce -12.9% | 26,345 | $1.2M |
| American Financial Group Inc. | 0.39% | No change | 25,500 | $1.1M |
| Abel Hall, LLC | 0.19% | No change | 25,188 | $1.1M |
| Summit Trail Advisors, LLC | 0.01% | Add +0.1% | 25,135 | $1.1M |
| Fidelis Capital Partners, LLC | 0.06% | Reduce -30.5% | 25,020 | $1.1M |
| JBF Capital, Inc. | 0.14% | No change | 25,000 | $1.1M |
| Ardsley Advisory Partners LP | 0.12% | New | 25,000 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Reduce -2.0% | 24,501 | $1.1M |
| Jump Financial, LLC | 0.01% | Reduce -91.8% | 24,308 | $1.1M |
| SL Advisors, LLC | 1.80% | Reduce -0.6% | 23,466 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | New | 23,052 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -26.9% | 21,807 | $973K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +72.5% | 22,005 | $963K |
| Kercheville Advisors, LLC | 0.29% | Add +14.0% | 22,000 | $963K |
| Autumn Glory Partners, LLC | 0.27% | Reduce -29.0% | 22,000 | $963K |
| CVFG LLC | 0.10% | Reduce -0.5% | 21,630 | $947K |
| ProShare Advisors LLC | 0.00% | Add +5.1% | 21,080 | $922K |
| Plan Group Financial, LLC | 0.18% | Add +12.2% | 20,350 | $891K |
| Mutual Advisors, LLC | 0.02% | Add +1.1% | 20,253 | $886K |
| Simplex Trading, LLC | 0.02% | Reduce -28.7% | 19,324 | $846K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +9.8% | 19,118 | $837K |
| Navellier & Associates Inc. | 0.06% | Add +70.5% | 18,111 | $793K |
| Evanson Financial, LLC | 0.04% | — | 18,097 | $792K |
| Bramshill Investments, LLC | 0.06% | Add +1.1% | 18,043 | $790K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.9% | 17,440 | $763K |
| Gsa Capital Partners LLP | 0.05% | Reduce -65.6% | 17,429 | $763K |
| Simon Quick Advisors, LLC | 0.03% | No change | 17,400 | $761K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +24.3% | 17,086 | $748K |
| VestGen Advisors, LLC | 0.02% | Add +2.2% | 16,981 | $743K |
| Cornerstone Management, Inc. | 0.11% | No change | 16,735 | $732K |
| Rockwood Wealth Management, LLC | 0.05% | No change | 16,713 | $731K |
| Caprock Group, LLC | 0.01% | Add +0.5% | 16,365 | $716K |
| Blair William & Co. | 0.00% | Add +68.7% | 16,335 | $715K |
| Diversified Trust Co. | 0.01% | No change | 16,251 | $711K |
| Kovack Advisors, Inc. | 0.03% | Reduce -30.0% | 16,251 | $710K |
| Bollard Group LLC | 0.02% | No change | 16,219 | $710K |
| Lido Advisors, LLC | 0.00% | Add +1.3% | 16,092 | $704K |
| Acadian Asset Management LLC | 0.00% | New | 15,931 | $697K |
| Penbrook Management LLC | 0.44% | No change | 15,900 | $696K |
| Novem Group | 0.07% | Add +1.9% | 15,843 | $693K |
| &partners | 0.00% | Reduce -6.4% | 15,476 | $677K |
| Focus Partners Wealth | 0.00% | Reduce -29.3% | 15,344 | $671K |
| Fayez Sarofim & Co | 0.00% | No change | 14,704 | $643K |
| Ulland Investment Advisors, LLC | 0.47% | Add +22.1% | 14,650 | $641K |
| Icon Wealth Advisors, LLC | 0.04% | Add +1.4% | 14,347 | $628K |
| Bitterroot Capital Advisors LLC | 0.38% | Add +9.7% | 14,298 | $626K |
| Oxinas Partners, LLC | 0.24% | No change | 13,761 | $602K |
| Corient Private Wealth LP | 0.00% | Reduce -38.3% | 13,745 | $601K |
| Bank of New York Mellon Corp | 0.00% | Add +0.1% | 13,390 | $586K |
| Castleark Management LLC | 0.02% | No change | 13,390 | $586K |
| Hourglass Capital, LLC | 0.11% | No change | 13,308 | $582K |
| Kaizen Financial Strategies | 0.23% | Add +5.1% | 13,213 | $570K |
| Mgo One Seven LLC | 0.01% | Add +14.8% | 12,920 | $565K |
| Westover Capital Advisors, LLC | 0.09% | No change | 12,700 | $556K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -2.9% | 12,302 | $539K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -38.8% | 12,068 | $528K |
| Global Retirement Partners, LLC | 0.01% | — | 12,027 | $526K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -1.2% | 11,820 | $517K |
| South Street Advisors LLC | 0.07% | Add +35.0% | 11,660 | $510K |
| Prospera Financial Services Inc | 0.01% | Add +3.2% | 11,420 | $500K |
| Fiduciary Group, LLC | 0.04% | Add +9.6% | 11,420 | $500K |
| Howard Financial Services, LTD. | 0.05% | Add +2.0% | 11,401 | $499K |
| Fiduciary Financial Group, LLC | 0.05% | Add +3.4% | 11,042 | $483K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 10,953 | $479K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -44.8% | 10,760 | $471K |
| Whalerock Point Partners, LLC | 0.08% | New | 10,600 | $464K |
| F/m Investments LLC | 0.02% | No change | 10,340 | $452K |
| Schulhoff & Co. Inc. | 0.18% | No change | 10,100 | $442K |
| Belfer Management LLC | 7.31% | Reduce -16.7% | 10,081 | $441K |
| Hardy Reed LLC | 0.03% | No change | 10,050 | $440K |
| Belpointe Asset Management LLC | 0.01% | New | 10,000 | $438K |
| Integrated Wealth Concepts LLC | 0.00% | Add +59.9% | 9,922 | $434K |
| Private Advisor Group, LLC | 0.00% | Add +4.5% | 9,902 | $433K |
| Tocqueville Asset Management L.P. | 0.01% | Add +9.3% | 9,698 | $424K |
| Collaborative Capital Advisors LLC | 0.27% | — | 9,620 | $421K |
| SG Americas Securities, LLC | 0.00% | Reduce -15.7% | 9,459 | $414K |
| Choreo, LLC | 0.00% | Reduce -4.9% | 9,388 | $411K |
| Commerce Bank | 0.00% | New | 9,367 | $410K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | Add +11.4% | 9,327 | $408K |
| Gabelli Funds LLC | 0.00% | No change | 9,051 | $396K |
| Cascade Financial Partners, LLC | 0.03% | No change | 8,926 | $391K |
| Cadent Capital Advisors, LLC | 0.08% | Add +0.8% | 8,917 | $390K |
| HB Wealth Management, LLC | 0.00% | Reduce -11.1% | 8,840 | $387K |
| IHT Wealth Management, LLC | 0.01% | New | 8,833 | $387K |
| Tidal Investments LLC | 0.00% | Add +77.5% | 8,769 | $384K |
| Convergence Financial, LLC | 0.03% | Reduce -0.9% | 8,684 | $380K |
| Gruss & Co., LLC | 0.98% | New | 8,500 | $372K |
| Stonebridge Financial Group, LLC / MO | 0.25% | Add +0.6% | 8,431 | $369K |
| Intrua Financial, LLC | 0.03% | Add +26.8% | 8,357 | $366K |
| Corps Capital Advisors, LLC | 0.29% | No change | 8,316 | $364K |
| M&T Bank Corp | 0.00% | Reduce -3.1% | 8,276 | $362K |
| DRW Securities, LLC | 0.02% | Add +60.4% | 8,024 | $351K |
| Quantum Financial Planning Services, Inc. | 0.11% | No change | 8,000 | $350K |
| Obermeyer Wealth Partners | 0.01% | No change | 8,000 | $350K |
| Fulcrum Asset Management LLP | 0.03% | No change | 7,933 | $344K |
| Moody National Bank Trust Division | 0.03% | No change | 7,547 | $330K |
| Summit Securities Group LLC | 0.06% | New | 7,500 | $328K |
| Susquehanna International Group, LLP | 0.00% | Reduce -92.9% | 7,393 | $324K |
| PDS Planning, Inc | 0.02% | New | 7,200 | $315K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 7,175 | $314K |
| Savant Capital, LLC | 0.00% | New | 7,348 | $312K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.11% | No change | 7,132 | $312K |
| Outlook Wealth Advisors, LLC | 0.07% | Reduce -0.2% | 7,063 | $309K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +16.7% | 7,000 | $306K |
| Virtu Financial LLC | 0.01% | Reduce -84.2% | 6,880 | $301K |
| Brown Brothers Harriman & Co. | 0.00% | Add +17.2% | 6,816 | $298K |
| Magnus Financial Group LLC | 0.02% | Add +14.3% | 6,651 | $291K |
| Fifth Third Bancorp | 0.00% | Add +2.9% | 6,620 | $290K |
| Venture Visionary Partners LLC | 0.01% | Add +3.2% | 6,500 | $284K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | No change | 6,450 | $282K |
| Curated Wealth Partners LLC | 0.03% | No change | 6,400 | $280K |
| Naviter Wealth, LLC | 0.03% | No change | 6,400 | $280K |
| Hickory Point Bank & Trust | 0.17% | No change | 6,350 | $278K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 6,343 | $278K |
| Donaldson Capital Management, LLC | 0.01% | New | 6,340 | $277K |
| Arista Wealth Management, LLC | 0.03% | No change | 6,300 | $276K |
| Ameriprise Financial Inc. | 0.00% | Add +10.8% | 6,226 | $272K |
| Highlander Partners, L.P. | 0.09% | No change | 6,100 | $267K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 5,993 | $262K |
| AE Wealth Management LLC | 0.00% | Add +1.1% | 5,925 | $259K |
| Pasadena Private Wealth, LLC | 0.03% | Reduce -4.9% | 5,810 | $254K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -2.2% | 5,784 | $253K |
| Sage Capital Management, LLC | 0.10% | No change | 5,713 | $250K |
| Barnett & Company, Inc. | 0.18% | No change | 5,700 | $249K |
| First Trust Capital Management L.P. | 0.01% | Add +7.3% | 5,622 | $246K |
| Capital Advisors Inc. | 0.00% | No change | 5,600 | $245K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 5,600 | $245K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | No change | 5,500 | $240K |
| Mattern Capital Management, LLC | 0.03% | No change | 5,475 | $240K |
| Brookstone Capital Management | 0.00% | Reduce -57.3% | 5,463 | $239K |
| W.H. Cornerstone Investments Inc. | 0.13% | New | 5,453 | $239K |
| Tableaux LLC | 0.10% | Reduce -14.9% | 5,444 | $238K |
| Westco Advisory Services Inc. | 0.14% | Reduce -6.9% | 5,407 | $237K |
| Archford Capital Strategies, LLC | 0.02% | No change | 5,400 | $236K |
| American Century Companies Inc. | 0.00% | No change | 5,327 | $233K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,272 | $231K |
| Summit Financial Wealth Advisors, LLC | 0.03% | No change | 5,213 | $228K |
| Arrow Investment Advisors, LLC | 0.22% | New | 5,084 | $222K |
| Amplify Investments, LLC | 3.05% | Add +17.6% | 5,040 | $221K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 5,000 | $219K |
| Resonant Capital Advisors, LLC | 0.01% | No change | 5,000 | $219K |
| WESPAC Advisors, LLC | 0.10% | No change | 4,887 | $214K |
| SCS Capital Management LLC | 0.00% | No change | 4,883 | $214K |
| Pavion Blue Capital, LLC | 0.09% | No change | 4,880 | $214K |
| Enzi Wealth | 0.07% | New | 4,575 | $210K |
| Atria Investments, Inc | 0.00% | New | 4,778 | $209K |
| Legacy Capital Wealth Management, LLC | 0.10% | New | 4,775 | $209K |
| Wealth Alliance Advisory Group, LLC | 0.03% | New | 4,750 | $208K |
| American National Bank & Trust | 0.02% | No change | 4,693 | $205K |
| Advisor Resource Council | 0.07% | Reduce -7.1% | 4,695 | $205K |
| Arkadios Wealth Advisors | 0.00% | New | 4,672 | $204K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 4,616 | $202K |
| McElhenny Sheffield Capital Management, LLC | 0.05% | New | 4,575 | $200K |
| Virtus Investment Advisers, LLC | 0.05% | Add +1.1% | 4,543 | $199K |
| Atlantic Union Bankshares Corp | 0.00% | New | 4,530 | $198K |
| CENTRAL TRUST Co | 0.00% | No change | 4,205 | $184K |
| Ameriflex Group, Inc. | 0.07% | Reduce -3.6% | 4,036 | $177K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,587 | $157K |
| Jones Financial Companies LLLP | 0.00% | Reduce -2.9% | 3,338 | $144K |
| Planning Strategies Inc. | 0.09% | — | 3,163 | $138K |
| Compass Financial Management LLC | 0.02% | — | 3,023 | $132K |
| IFP Advisors, Inc | 0.00% | Reduce -33.4% | 2,801 | $123K |
| Harbour Investments, Inc. | 0.00% | No change | 2,410 | $105K |
| Cedar Mountain Advisors, LLC | 0.02% | Add +2.0% | 2,221 | $97K |
| Toth Financial Advisory Corp. | 0.01% | Add +209.4% | 1,835 | $80K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,800 | $79K |
| Vestor Capital, LLC | 0.00% | New | 807 | $78K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,759 | $77K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,566 | $69K |
| Bokf, NA | 0.00% | Reduce -33.4% | 1,333 | $58K |
| SouthState Bank Corp | 0.00% | No change | 1,251 | $55K |
| Larson Financial Group LLC | 0.00% | Add +46.4% | 1,158 | $51K |
| Sankala Group LLC | 0.03% | New | 1,000 | $50K |
| HM Payson & Co. | 0.00% | Reduce -11.8% | 1,121 | $49K |
| Elequin Capital, LP | 0.01% | Add +23.5% | 1,039 | $45K |
| GFS Advisors, LLC | 0.00% | New | 21,200 | $45K |
| Cary Street Partners Financial LLC | 0.00% | No change | 1,017 | $45K |
| MTM Investment Management, LLC | 0.01% | No change | 1,000 | $44K |
| International Assets Investment Management, LLC | 0.00% | No change | 1,012 | $44K |
| Institute for Wealth Management, LLC. | 0.00% | New | 959 | $42K |
| Allworth Financial LP | 0.00% | Reduce -8.3% | 954 | $42K |
| Continuum Advisory, LLC | 0.00% | New | 945 | $41K |
| Mather Group, Llc. | 0.00% | No change | 910 | $40K |
| Financial Network Wealth Advisors LLC | 0.04% | Add +1.6% | 832 | $36K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 814 | $36K |
| Whittier Trust Co. | 0.00% | Reduce -17.2% | 808 | $35K |
| Lanark Financial, Inc. | 0.00% | Reduce -8.6% | 798 | $35K |
| Rothschild Investment LLC | 0.00% | No change | 793 | $35K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 700 | $31K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 693 | $30K |
| Farther Finance Advisors, LLC | 0.00% | Add +37.0% | 670 | $29K |
| Westside Investment Management, Inc. | 0.00% | No change | 647 | $28K |
| Founders Capital Management | 0.01% | Add +50.0% | 600 | $26K |
| Avion Wealth | 0.00% | No change | 600 | $26K |
| Truvestments Capital LLC | 0.00% | No change | 585 | $26K |
| Capital Analysts, LLC | 0.00% | Add +2.1% | 578 | $25K |
| Russell Investments Group, Ltd. | 0.00% | Add +52.2% | 478 | $21K |
| Axiom Investment Management LLC | 0.01% | No change | 450 | $20K |
| State of Alaska, Department of Revenue | 0.00% | No change | 447 | $19K |
| Assetmark, Inc. | 0.00% | Add +6.8% | 422 | $18K |
| Princeton Global Asset Management LLC | 0.00% | No change | 400 | $18K |
| Heritage Wealth Advisors | 0.00% | No change | 375 | $16K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 358 | $16K |
| GAMMA Investing LLC | 0.00% | Reduce -8.6% | 351 | $15K |
| McDonald Partners LLC | 0.00% | New | 313 | $14K |
| Hantz Financial Services, Inc. | 0.00% | New | 295 | $13K |
| Asset Dedication, LLC | 0.00% | Add +40.0% | 280 | $12K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -99.2% | 248 | $11K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 246 | $11K |
| Caldwell Trust Co | 0.00% | New | 225 | $10K |
| Allied Private Wealth LLC | 0.01% | — | 213 | $10K |
| Osbon Capital Management LLC | 0.01% | New | 218 | $10K |
| Gilpin Wealth Management, LLC | 0.01% | New | 200 | $9K |
| Aventura Private Wealth, LLC | 0.00% | No change | 200 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 200 | $9K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 191 | $8K |
| First Horizon Corp. | 0.00% | Reduce -60.6% | 176 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | New | 150 | $7K |
| Bogart Wealth, LLC | 0.00% | Reduce -41.2% | 150 | $7K |
| Optiver Holding B.V. | 0.00% | No change | 147 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 130 | $6K |
| West Financial Advisors, LLC | 0.00% | Add +1.7% | 119 | $5K |
| Abound Wealth Management | 0.00% | No change | 118 | $5K |
| Basepoint Wealth LLC | 0.00% | Add +1.8% | 114 | $5K |
| Silver Grove Financial Group, Inc. | 0.00% | Add +82.3% | 113 | $5K |
| Providence Capital Advisors, LLC | 0.00% | New | 109 | $5K |
| Markowski Investments | 0.00% | — | 86 | $4K |
| SHP Wealth Management | 0.00% | New | 75 | $3K |
| Bessemer Group Inc. | 0.00% | No change | 65 | $3K |
| Luminist Capital LLC | 0.00% | New | 61 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 47 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 36 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 30 | $1K |
| Rialto Wealth Management, LLC | 0.00% | No change | 14 | $613 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -93.5% | 12 | $525 |
| Westend Capital Management, LLC | 0.00% | No change | 2 | $107 |
"% of holder's portfolio" is WES's weight in each manager's 13F, not the share of Western Midstream Partners L the manager owns.