Institute for Wealth Management’s Western Midstream Partners WES Stock Holding History

Institute for Wealth 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 Q2	$42K	Buy	+959	New	+$41.3K	﹤0.01%	916

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 $39B AUM 18.55% 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 $2.79B AUM 24.88% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Institute for Wealth Management's WES Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Western Midstream Partners (WES) in Q2 2026: 959 shares worth $42K. The stake represents ﹤0.01% of the portfolio and ranks #916 among its holdings.

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

Institute for Wealth Management held 959 shares of Western Midstream Partners worth $42K as of Q2 2026.
Western Midstream Partners was a new Institute for Wealth Management position in Q2 2026.
Western Midstream Partners made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #916 holding.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.