Ellsworth Advisors’s Western Midstream Partners WES Stock Holding History

Ellsworth Advisors’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	$7.82M	Buy	172,429 +6,123	+4%	+$264K	1.29%	28
2026 Q1	$6.85M	Buy	166,306 +10,363	+7%	+$429K	1.29%	32
2025 Q4	$6.5M	Buy	155,943 +12,991	+9%	+$504K	1.28%	25
2025 Q3	$5.39M	Buy	142,952 +8,378	+6%	+$327K	1.15%	35
2025 Q2	$5.21M	Buy	+134,574	New	+$5.12M	1.27%	32

Other funds holding WES

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

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return