SKK
MDST

Shepherd Kaplan Krochuk’s Westwood Salient Enhanced Midstream Income ETF MDST Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio MDST Stock Details MDST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$504K Sell
17,468
-1,078
-6% -$31.2K 0.4% 47
2026
Q1 		$530K Buy
18,546
+8,340
+82% +$233K 0.45% 44
2025
Q4 		$270K Sell
10,206
-1,152
-10% -$30K 0.22% 60
2025
Q3 		$303K Buy
+11,358
New +$303K 0.25% 56

Other funds holding MDST

WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Shepherd Kaplan Krochuk's MDST Position: Q2 2026 in Review

Shepherd Kaplan Krochuk reduced its Westwood Salient Enhanced Midstream Income ETF (MDST) stake by 5.8% in Q2 2026, selling an estimated $31.2K and leaving 17,468 shares worth $504K. The position accounts for 0.4% of the portfolio, ranked #47.

Shepherd Kaplan Krochuk first reported a position in MDST in Q3 2025 and has held it in 4 quarters since. The position peaked at $530K in Q1 2026. 37 funds tracked by Wall St. Rank hold MDST as of Q2 2026.

  • Shepherd Kaplan Krochuk held 17,468 shares of Westwood Salient Enhanced Midstream Income ETF worth $504K as of Q2 2026.
  • Shepherd Kaplan Krochuk sold 1,078 Westwood Salient Enhanced Midstream Income ETF shares in Q2 2026, an estimated $31.2K.
  • Westwood Salient Enhanced Midstream Income ETF made up 0.4% of Shepherd Kaplan Krochuk's portfolio in Q2 2026, its #47 holding.
  • Shepherd Kaplan Krochuk first reported a position in Westwood Salient Enhanced Midstream Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Shepherd Kaplan Krochuk's Westwood Salient Enhanced Midstream Income ETF position peaked at $530K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Westwood Salient Enhanced Midstream Income ETF as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.