AssetMark Inc
WES icon

AssetMark Inc’s Western Midstream Partners WES Stock Holding History

AssetMark Inc’s Portfolio WES Stock Details WES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.7K Hold
422
– – ﹤0.01% 2278
2026
Q2 		$18.5K Buy
422
+27
+7% +$1.16K ﹤0.01% 2211
2026
Q1 		$16.3K Buy
395
+185
+88% +$7.65K ﹤0.01% 2134
2025
Q4 		$8.3K Hold
210
– – ﹤0.01% 2285
2025
Q3 		$8.25K Hold
210
– – ﹤0.01% 2178
2025
Q2 		$8.13K Hold
210
– – ﹤0.01% 2004
2025
Q1 		$8.6K Buy
+210
New +$8.55K ﹤0.01% 1881

Other funds holding WES

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

AssetMark Inc's WES Position: Q3 2026 in Review

AssetMark Inc held its Western Midstream Partners (WES) position steady in Q3 2026 at 422 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

AssetMark Inc first reported a position in WES in Q1 2025 and has held it in 7 quarters since. 169 funds tracked by Wall St. Rank hold WES as of Q3 2026.

  • AssetMark Inc held 422 shares of Western Midstream Partners worth $18.7K as of Q3 2026.
  • AssetMark Inc left its Western Midstream Partners share count unchanged in Q3 2026.
  • Western Midstream Partners made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2278 holding.
  • AssetMark Inc first reported a position in Western Midstream Partners in Q1 2025 and has held it in 7 quarters since.
  • 169 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.