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

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

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Longfellow Investment Management Boston, Massachusetts $489M AUM 9.58% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 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.

211 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.
211 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.