Laird Norton Wetherby Wealth Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio EMO Stock Details EMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$204K	Sell	4,540 -3,812	-46%	-$180K	0.01%	885
2025 Q2	$401K	Buy	+8,352	New	+$382K	0.02%	640
2024 Q4	$211K	Buy	+4,540	New	+$207K	0.01%	819

Other funds holding EMO

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's EMO Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 46% in Q3 2025, selling an estimated $180K and leaving 4,540 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #885.

Laird Norton Wetherby Wealth Management first reported a position in EMO in Q4 2024 and has held it in 3 quarters since. The position peaked at $401K in Q2 2025. 112 funds tracked by Wall St. Rank hold EMO as of Q3 2025.

Laird Norton Wetherby Wealth Management held 4,540 shares of ClearBridge Energy Midstream Opportunity Fund worth $204K as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 3,812 ClearBridge Energy Midstream Opportunity Fund shares in Q3 2025, an estimated $180K.
ClearBridge Energy Midstream Opportunity Fund made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #885 holding.
Laird Norton Wetherby Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2024 and has held it in 3 quarters since.
Laird Norton Wetherby Wealth Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $401K in Q2 2025.
112 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.