Smartleaf Asset Management’s Western Midstream Partners WES Stock Holding History

Smartleaf Asset Management’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
2025 Q1	–	Sell	-2,588	Closed	-$101K	–	3015
2024 Q4	$101K	Buy	2,588 +212	+9%	+$8.18K	0.01%	840
2024 Q3	$90.8K	Sell	2,376 -264	-10%	-$10.4K	0.01%	738
2024 Q2	$104K	Sell	2,640 -728	-22%	-$26.8K	0.02%	562
2024 Q1	$118K	Buy	+3,368	New	+$105K	0.02%	477

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

Blackstone Inc New York $32.9B AUM 23.66% 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Smartleaf Asset Management's WES Position: Q1 2025 in Review

Smartleaf Asset Management sold out of Western Midstream Partners (WES) in Q1 2025, closing a stake of 2,588 shares — an estimated $101K sold.

Smartleaf Asset Management first reported a position in WES in Q1 2024 and held it in 4 quarters. The position peaked at $118K in Q1 2024. 279 funds tracked by Wall St. Rank hold WES as of Q1 2025.

Smartleaf Asset Management reported no remaining Western Midstream Partners position as of Q1 2025 after selling out during the quarter.
Smartleaf Asset Management sold 2,588 Western Midstream Partners shares in Q1 2025, an estimated $101K.
Smartleaf Asset Management first reported a position in Western Midstream Partners in Q1 2024 and held it in 4 quarters.
Smartleaf Asset Management's Western Midstream Partners position peaked at $118K in Q1 2024.
279 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2025.

Based on Smartleaf Asset Management's 13F filing for Q1 2025, filed 14 May 2025.