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
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 $13.7B AUM 21.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shepherd Kaplan Krochuk's MDST Position: Q1 2026 in Review

Shepherd Kaplan Krochuk increased its Westwood Salient Enhanced Midstream Income ETF (MDST) stake by 82% in Q1 2026, buying an estimated $233K and bringing the position to 18,546 shares worth $530K. The position accounts for 0.45% of the portfolio, ranked #44.

Shepherd Kaplan Krochuk first reported a position in MDST in Q3 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold MDST as of Q1 2026.

  • Shepherd Kaplan Krochuk held 18,546 shares of Westwood Salient Enhanced Midstream Income ETF worth $530K as of Q1 2026.
  • Shepherd Kaplan Krochuk bought 8,340 Westwood Salient Enhanced Midstream Income ETF shares in Q1 2026, an estimated $233K.
  • Westwood Salient Enhanced Midstream Income ETF made up 0.45% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #44 holding.
  • Shepherd Kaplan Krochuk first reported a position in Westwood Salient Enhanced Midstream Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held Westwood Salient Enhanced Midstream Income ETF as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.