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Caldwell Trust’s Western Midstream Partners WES Stock Holding History

Caldwell Trust’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 		$9.85K Buy
+225
New +$9.69K ﹤0.01% 683

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
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
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

Caldwell Trust's WES Position: Q2 2026 in Review

Caldwell Trust opened a new position in Western Midstream Partners (WES) in Q2 2026: 225 shares worth $9.85K. The stake represents ﹤0.01% of the portfolio and ranks #683 among its holdings.

371 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Caldwell Trust held 225 shares of Western Midstream Partners worth $9.85K as of Q2 2026.
  • Western Midstream Partners was a new Caldwell Trust position in Q2 2026.
  • Western Midstream Partners made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #683 holding.
  • 371 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.