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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
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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Waverly Advisors's WES Position: Q1 2026 in Review

Waverly Advisors reduced its Western Midstream Partners (WES) stake by 29% in Q1 2026, selling an estimated $4.24M and leaving 253,319 shares worth $10.4M. The position accounts for 0.08% of the portfolio, ranked #245.

Waverly Advisors first reported a position in WES in Q1 2025 and has held it in 5 quarters since. The position peaked at $14.1M in Q4 2025. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

  • Waverly Advisors held 253,319 shares of Western Midstream Partners worth $10.4M as of Q1 2026.
  • Waverly Advisors sold 102,424 Western Midstream Partners shares in Q1 2026, an estimated $4.24M.
  • Western Midstream Partners made up 0.08% of Waverly Advisors's portfolio in Q1 2026, its #245 holding.
  • Waverly Advisors first reported a position in Western Midstream Partners in Q1 2025 and has held it in 5 quarters since.
  • Waverly Advisors's Western Midstream Partners position peaked at $14.1M in Q4 2025.
  • 346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.