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IEQ Capital’s Western Midstream Partners WES Stock Holding History

IEQ Capital’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 		$1.41M Buy
32,253
+642
+2% +$27.7K 0.01% 965
2026
Q1 		$1.3M Buy
31,611
+506
+2% +$20.9K 0.01% 932
2025
Q4 		$1.23M Buy
31,105
+867
+3% +$33.6K ﹤0.01% 961
2025
Q3 		$1.19M Buy
30,238
+698
+2% +$27.2K ﹤0.01% 942
2025
Q2 		$1.14M Sell
29,540
-4,945
-14% -$188K 0.01% 816
2025
Q1 		$1.41M Buy
34,485
+415
+1% +$16.9K 0.01% 669
2024
Q4 		$1.31M Buy
34,070
+6,265
+23% +$242K 0.01% 599
2024
Q3 		$1.06M Buy
27,805
+646
+2% +$25.5K 0.01% 523
2024
Q2 		$1.08M Buy
27,159
+619
+2% +$22.8K 0.01% 460
2024
Q1 		$944K Sell
26,540
-4,372
-14% -$136K 0.01% 473
2023
Q4 		$904K Buy
30,912
+834
+3% +$23.3K 0.02% 448
2023
Q3 		$819K Buy
30,078
+604
+2% +$16.4K 0.02% 446
2023
Q2 		$782K Sell
29,474
-2,990
-9% -$78.7K 0.02% 449
2023
Q1 		$856K Buy
32,464
+4,454
+16% +$120K 0.02% 429
2022
Q4 		$752K Buy
28,010
+504
+2% +$13.6K 0.02% 415
2022
Q3 		$692K Buy
27,506
+494
+2% +$13.2K 0.02% 455
2022
Q2 		$657K Buy
27,012
+521
+2% +$13.3K 0.02% 408
2022
Q1 		$668K Buy
26,491
+321
+1% +$7.92K 0.02% 425
2021
Q4 		$583K Buy
26,170
+381
+1% +$8.15K 0.01% 426
2021
Q3 		$541K Buy
25,789
+422
+2% +$8.41K 0.01% 412
2021
Q2 		$543K Buy
+25,367
New +$526K 0.02% 351

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
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
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

IEQ Capital's WES Position: Q2 2026 in Review

IEQ Capital increased its Western Midstream Partners (WES) stake by 2% in Q2 2026, buying an estimated $27.7K and bringing the position to 32,253 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #965.

IEQ Capital first reported a position in WES in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.41M in Q1 2025. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • IEQ Capital held 32,253 shares of Western Midstream Partners worth $1.41M as of Q2 2026.
  • IEQ Capital bought 642 Western Midstream Partners shares in Q2 2026, an estimated $27.7K.
  • Western Midstream Partners made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #965 holding.
  • IEQ Capital first reported a position in Western Midstream Partners in Q2 2021 and has held it in 21 quarters since.
  • IEQ Capital's Western Midstream Partners position peaked at $1.41M in Q1 2025.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.