DT
WES icon

Diversified Trust’s Western Midstream Partners WES Stock Holding History

Diversified 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 		$711K Hold
16,251
– – 0.01% 633
2026
Q1 		$669K Sell
16,251
-1,577
-9% -$65.2K 0.01% 590
2025
Q4 		$704K Buy
+17,828
New +$691K 0.01% 554
2022
Q2 		– Sell
-10,490
Closed -$265K – 867
2022
Q1 		$265K Hold
10,490
– – 0.01% 667
2021
Q4 		$234K Hold
10,490
– – 0.01% 719
2021
Q3 		$220K Buy
10,490
+239
+2% +$4.76K 0.01% 689
2021
Q2 		$220K Buy
+10,251
New +$212K 0.01% 680
2021
Q1 		– Sell
-15,245
Closed -$211K – 861
2020
Q4 		$211K Buy
15,245
+3,137
+26% +$36K 0.01% 649
2020
Q3 		$97K Sell
12,108
-3,414
-22% -$30.8K ﹤0.01% 614
2020
Q2 		$156K Buy
15,522
+5,483
+55% +$45.4K 0.01% 507
2020
Q1 		$33K Sell
10,039
-8,168
-45% -$112K ﹤0.01% 411
2019
Q4 		$358K Sell
18,207
-20,112
-52% -$417K 0.02% 301
2019
Q3 		$954K Sell
38,319
-7,454
-16% -$198K 0.04% 124
2019
Q2 		$1.41M Buy
45,773
+4,528
+11% +$140K 0.07% 103
2019
Q1 		$1.29M Buy
+41,245
New +$1.31M 0.06% 103
2016
Q4 		– Sell
-4,914
Closed -$209K – 257
2016
Q3 		$209K Sell
4,914
-5,439
-53% -$205K 0.02% 259
2016
Q2 		$396K Hold
10,353
– – 0.05% 266
2016
Q1 		$369K Sell
10,353
-860
-8% -$24.8K 0.04% 277
2015
Q4 		$407K Sell
11,213
-2,151
-16% -$85.7K 0.04% 282
2015
Q3 		$527K Hold
13,364
– – 0.06% 257
2015
Q2 		$802K Sell
13,364
-460
-3% -$28.6K 0.08% 238
2015
Q1 		$829K Sell
13,824
-685
-5% -$41.2K 0.07% 247
2014
Q4 		$874K Buy
+14,509
New +$874K 0.08% 248
2014
Q2 		$1.01M Buy
+16,054
New +$835K 0.08% 252

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

Diversified Trust's WES Position: Q2 2026 in Review

Diversified Trust held its Western Midstream Partners (WES) position steady in Q2 2026 at 16,251 shares worth $711K. The position accounts for 0.01% of the portfolio, ranked #633.

Diversified Trust first reported a position in WES in Q2 2014 and has held it in 24 quarters since. The position peaked at $1.41M in Q2 2019. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Diversified Trust held 16,251 shares of Western Midstream Partners worth $711K as of Q2 2026.
  • Diversified Trust left its Western Midstream Partners share count unchanged in Q2 2026.
  • Western Midstream Partners made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #633 holding.
  • Diversified Trust first reported a position in Western Midstream Partners in Q2 2014 and has held it in 24 quarters since.
  • Diversified Trust's Western Midstream Partners position peaked at $1.41M in Q2 2019.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.