Waverly Advisors’s Western Midstream Partners WES Stock Holding History

Waverly 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	$11M	Sell	250,869 -2,450	-1%	-$106K	0.06%	281
2026 Q1	$10.4M	Sell	253,319 -102,424	-29%	-$4.24M	0.08%	245
2025 Q4	$14.1M	Buy	355,743 +49,005	+16%	+$1.9M	0.11%	171
2025 Q3	$12.1M	Sell	306,738 -9,327	-3%	-$364K	0.12%	176
2025 Q2	$12.2M	Buy	316,065 +3,869	+1%	+$147K	0.13%	159
2025 Q1	$12.8M	Buy	+312,196	New	+$12.7M	0.16%	143

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 $39B AUM 18.55% 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 $2.79B AUM 24.88% 1-Year Est. Return

KACA

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

Waverly Advisors's WES Position: Q2 2026 in Review

Waverly Advisors reduced its Western Midstream Partners (WES) stake by 0.97% in Q2 2026, selling an estimated $106K and leaving 250,869 shares worth $11M. The position accounts for 0.06% of the portfolio, ranked #281.

Waverly Advisors first reported a position in WES in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.1M in Q4 2025. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Waverly Advisors held 250,869 shares of Western Midstream Partners worth $11M as of Q2 2026.
Waverly Advisors sold 2,450 Western Midstream Partners shares in Q2 2026, an estimated $106K.
Western Midstream Partners made up 0.06% of Waverly Advisors's portfolio in Q2 2026, its #281 holding.
Waverly Advisors first reported a position in Western Midstream Partners in Q1 2025 and has held it in 6 quarters since.
Waverly Advisors's Western Midstream Partners position peaked at $14.1M in Q4 2025.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.