Integrated Wealth Concepts’s Western Midstream Partners WES Stock Holding History

Integrated Wealth Concepts’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	$434K	Buy	9,922 +3,717	+60%	+$160K	﹤0.01%	1746
2026 Q1	$255K	Buy	+6,205	New	+$257K	﹤0.01%	1955
2025 Q4	–	Sell	-7,022	Closed	-$276K	–	2043
2025 Q3	$276K	Buy	7,022 +254	+4%	+$9.91K	﹤0.01%	1675
2025 Q2	$262K	Sell	6,768 -68	-1%	-$2.59K	﹤0.01%	1620
2025 Q1	$280K	Buy	6,836 +3	+0%	+$122	﹤0.01%	1447
2024 Q4	$263K	Buy	6,833 +306	+5%	+$11.8K	﹤0.01%	1445
2024 Q3	$250K	Buy	+6,527	New	+$257K	﹤0.01%	1455

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 $32.9B AUM 23.66% 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 $2.78B AUM 20.87% 1-Year Est. Return

KACA

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

Integrated Wealth Concepts's WES Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Western Midstream Partners (WES) stake by 60% in Q2 2026, buying an estimated $160K and bringing the position to 9,922 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Integrated Wealth Concepts first reported a position in WES in Q3 2024 and has held it in 7 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Integrated Wealth Concepts held 9,922 shares of Western Midstream Partners worth $434K as of Q2 2026.
Integrated Wealth Concepts bought 3,717 Western Midstream Partners shares in Q2 2026, an estimated $160K.
Western Midstream Partners made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1746 holding.
Integrated Wealth Concepts first reported a position in Western Midstream Partners in Q3 2024 and has held it in 7 quarters since.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.