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 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	$8.29K	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 Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

AssetMark Inc's WES Position: Q2 2026 in Review

AssetMark Inc increased its Western Midstream Partners (WES) stake by 6.8% in Q2 2026, buying an estimated $1.16K and bringing the position to 422 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

AssetMark Inc first reported a position in WES in Q1 2025 and has held it in 6 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

AssetMark Inc held 422 shares of Western Midstream Partners worth $18.5K as of Q2 2026.
AssetMark Inc bought 27 Western Midstream Partners shares in Q2 2026, an estimated $1.16K.
Western Midstream Partners made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2211 holding.
AssetMark Inc first reported a position in Western Midstream Partners in Q1 2025 and has held it in 6 quarters since.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.