Osaic Holdings
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Osaic Holdings’s Western Midstream Partners WES Stock Holding History

Osaic Holdings’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
2021
Q1 		– Sell
-110
Closed -$6K – 6959
2020
Q4 		$6K Buy
+110
New +$1.26K ﹤0.01% 5726

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
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
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

Osaic Holdings's WES Position: Q2 2026 in Review

Osaic Holdings increased its Western Midstream Partners (WES) stake by 35% in Q2 2026, buying an estimated $469K and bringing the position to 41,633 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2396.

Osaic Holdings first reported a position in WES in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.06M in Q3 2025. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Osaic Holdings held 41,633 shares of Western Midstream Partners worth $1.82M as of Q2 2026.
  • Osaic Holdings bought 10,882 Western Midstream Partners shares in Q2 2026, an estimated $469K.
  • Western Midstream Partners made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2396 holding.
  • Osaic Holdings first reported a position in Western Midstream Partners in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Western Midstream Partners position peaked at $3.06M in Q3 2025.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.