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Wealthspire Advisors (New York)’s Western Midstream Partners WES Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-300
Closed -$11.8K – 2886
2025
Q3 		$11.8K Buy
+300
New +$11.7K ﹤0.01% 1934

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Mirae Asset Global ETFs Holdings
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CCM
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Morgan Stanley
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KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Wealthspire Advisors (New York)'s WES Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Western Midstream Partners (WES) in Q4 2025, closing a stake of 300 shares — an estimated $11.8K sold.

Wealthspire Advisors (New York) first reported a position in WES in Q3 2025 and held it in 1 quarter. The position peaked at $11.8K in Q3 2025. 329 funds tracked by Wall St. Rank hold WES as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Western Midstream Partners position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 300 Western Midstream Partners shares in Q4 2025, an estimated $11.8K.
  • Wealthspire Advisors (New York) first reported a position in Western Midstream Partners in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Western Midstream Partners position peaked at $11.8K in Q3 2025.
  • 329 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.