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Essential Partners’s Williams Companies WMB Stock Holding History

Essential Partners’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$65.7K Hold
967
– – 0.03% 544
2026
Q2 		$71.9K Hold
967
– – 0.03% 513
2026
Q1 		$70.4K Sell
967
-208
-18% -$14.4K 0.02% 508
2025
Q4 		$70.6K Sell
1,175
-917
-44% -$55.4K 0.02% 523
2025
Q3 		$133K Sell
2,092
-1,617
-44% -$94.9K 0.04% 393
2025
Q2 		$233K Buy
+3,709
New +$219K 0.09% 259

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Essential Partners's WMB Position: Q3 2026 in Review

Essential Partners held its Williams Companies (WMB) position steady in Q3 2026 at 967 shares worth $65.7K. The position accounts for 0.03% of the portfolio, ranked #544.

Essential Partners first reported a position in WMB in Q2 2025 and has held it in 6 quarters since. The position peaked at $233K in Q2 2025. 281 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Essential Partners held 967 shares of Williams Companies worth $65.7K as of Q3 2026.
  • Essential Partners left its Williams Companies share count unchanged in Q3 2026.
  • Williams Companies made up 0.03% of Essential Partners's portfolio in Q3 2026, its #544 holding.
  • Essential Partners first reported a position in Williams Companies in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Williams Companies position peaked at $233K in Q2 2025.
  • 281 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.