WI
HESM icon

WBI Investments’s Hess Midstream HESM Stock Holding History

WBI Investments’s Portfolio HESM Stock Details HESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.04M Sell
27,599
-1,251
-4% -$48.1K 0.26% 104
2026
Q1 		$1.12M Sell
28,850
-6,950
-19% -$258K 0.31% 95
2025
Q4 		$1.24M Buy
+35,800
New +$1.2M 0.32% 80
2025
Q2 		– Sell
-13,707
Closed -$580K – 294
2025
Q1 		$580K Sell
13,707
-4,602
-25% -$188K 0.15% 140
2024
Q4 		$678K Buy
18,309
+446
+2% +$16K 0.17% 135
2024
Q3 		$630K Sell
17,863
-446
-2% -$16.4K 0.15% 150
2024
Q2 		$667K Sell
18,309
-4,171
-19% -$147K 0.16% 107
2024
Q1 		$812K Sell
22,480
-7,214
-24% -$244K 0.17% 117
2023
Q4 		$939K Buy
29,694
+938
+3% +$28.7K 0.19% 116
2023
Q3 		$838K Sell
28,756
-4,667
-14% -$141K 0.17% 116
2023
Q2 		$1.03M Buy
33,423
+22,957
+219% +$662K 0.19% 123
2023
Q1 		$303K Buy
10,466
+180
+2% +$5.24K 0.06% 165
2022
Q4 		$308K Sell
10,286
-6,714
-39% -$192K 0.07% 139
2022
Q3 		$433K Sell
17,000
-3,436
-17% -$98.2K 0.13% 86
2022
Q2 		$572K Buy
20,436
+11,459
+128% +$354K 0.12% 83
2022
Q1 		$269K Sell
8,977
-11,640
-56% -$352K 0.04% 165
2021
Q4 		$569K Buy
+20,617
New +$535K 0.09% 124
2020
Q4 		– Sell
-39,165
Closed -$591K – 178
2020
Q3 		$591K Buy
+39,165
New +$681K 0.09% 83

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WBI Investments's HESM Position: Q2 2026 in Review

WBI Investments reduced its Hess Midstream (HESM) stake by 4.3% in Q2 2026, selling an estimated $48.1K and leaving 27,599 shares worth $1.04M. The position accounts for 0.26% of the portfolio, ranked #104.

WBI Investments first reported a position in HESM in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.24M in Q4 2025. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • WBI Investments held 27,599 shares of Hess Midstream worth $1.04M as of Q2 2026.
  • WBI Investments sold 1,251 Hess Midstream shares in Q2 2026, an estimated $48.1K.
  • Hess Midstream made up 0.26% of WBI Investments's portfolio in Q2 2026, its #104 holding.
  • WBI Investments first reported a position in Hess Midstream in Q3 2020 and has held it in 18 quarters since.
  • WBI Investments's Hess Midstream position peaked at $1.24M in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.