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

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

Ellsworth Advisors's WES Position: Q2 2026 in Review

Ellsworth Advisors increased its Western Midstream Partners (WES) stake by 3.7% in Q2 2026, buying an estimated $264K and bringing the position to 172,429 shares worth $7.82M. The position accounts for 1.29% of the portfolio, ranked #28.

Ellsworth Advisors first reported a position in WES in Q2 2025 and has held it in 5 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Ellsworth Advisors held 172,429 shares of Western Midstream Partners worth $7.82M as of Q2 2026.
Ellsworth Advisors bought 6,123 Western Midstream Partners shares in Q2 2026, an estimated $264K.
Western Midstream Partners made up 1.29% of Ellsworth Advisors's portfolio in Q2 2026, its #28 holding.
Ellsworth Advisors first reported a position in Western Midstream Partners in Q2 2025 and has held it in 5 quarters since.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Ellsworth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.