Fulcrum Asset Management’s Western Midstream Partners WES Stock Holding History

Fulcrum Asset Management’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 Q1	$330K	Hold	7,933	–	–	0.05%	145
2025 Q4	$314K	Buy	7,933 +1,049	+15%	+$40.7K	0.09%	110
2025 Q3	$270K	Hold	6,884	–	–	0.08%	114
2025 Q2	$266K	Buy	+6,884	New	+$262K	0.08%	128

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Fulcrum Asset Management's WES Position: Q1 2026 in Review

Fulcrum Asset Management held its Western Midstream Partners (WES) position steady in Q1 2026 at 7,933 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #145.

Fulcrum Asset Management first reported a position in WES in Q2 2025 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

Fulcrum Asset Management held 7,933 shares of Western Midstream Partners worth $330K as of Q1 2026.
Fulcrum Asset Management left its Western Midstream Partners share count unchanged in Q1 2026.
Western Midstream Partners made up 0.05% of Fulcrum Asset Management's portfolio in Q1 2026, its #145 holding.
Fulcrum Asset Management first reported a position in Western Midstream Partners in Q2 2025 and has held it in 4 quarters since.
346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.