Enzi Wealth’s Western Midstream Partners WES Stock Holding History

Enzi Wealth’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	$210K	Buy	+4,575	New	+$197K	0.07%	74

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

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 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

Enzi Wealth's WES Position: Q2 2026 in Review

Enzi Wealth opened a new position in Western Midstream Partners (WES) in Q2 2026: 4,575 shares worth $210K. The stake represents 0.07% of the portfolio and ranks #74 among its holdings.

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

Enzi Wealth held 4,575 shares of Western Midstream Partners worth $210K as of Q2 2026.
Western Midstream Partners was a new Enzi Wealth position in Q2 2026.
Western Midstream Partners made up 0.07% of Enzi Wealth's portfolio in Q2 2026, its #74 holding.
57 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.