Waverly Advisors’s Western Midstream Partners WES Stock Holding History

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

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.