Lido Advisors’s Western Midstream Partners WES Stock Holding History

Lido Advisors’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	$704K	Buy	16,092 +205	+1%	+$8.83K	﹤0.01%	1281
2026 Q1	$654K	Buy	+15,887	New	+$657K	﹤0.01%	1162
2023 Q1	–	Sell	-8,966	Closed	-$241K	–	1260
2022 Q4	$241K	Buy	+8,966	New	+$242K	﹤0.01%	852
2022 Q1	–	Sell	-10,447	Closed	-$232K	–	1102
2021 Q4	$232K	Hold	10,447	–	–	﹤0.01%	912
2021 Q3	$218K	Hold	10,447	–	–	﹤0.01%	883
2021 Q2	$224K	Sell	10,447 -9,988	-49%	-$207K	﹤0.01%	826
2021 Q1	$380K	Hold	20,435	–	–	0.01%	579
2020 Q4	$282K	Buy	+20,435	New	+$235K	0.01%	645

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

Lido Advisors's WES Position: Q2 2026 in Review

Lido Advisors increased its Western Midstream Partners (WES) stake by 1.3% in Q2 2026, buying an estimated $8.83K and bringing the position to 16,092 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Lido Advisors first reported a position in WES in Q4 2020 and has held it in 8 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Lido Advisors held 16,092 shares of Western Midstream Partners worth $704K as of Q2 2026.
Lido Advisors bought 205 Western Midstream Partners shares in Q2 2026, an estimated $8.83K.
Western Midstream Partners made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1281 holding.
Lido Advisors first reported a position in Western Midstream Partners in Q4 2020 and has held it in 8 quarters since.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.