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Wellspring Financial Advisors’s Williams Companies WMB Stock Holding History

Wellspring Financial Advisors’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$721K Hold
9,691
– – 0.05% 131
2026
Q1 		$705K Sell
9,691
-195
-2% -$13.5K 0.05% 130
2025
Q4 		$594K Buy
+9,886
New +$598K 0.05% 133

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Wellspring Financial Advisors's WMB Position: Q2 2026 in Review

Wellspring Financial Advisors held its Williams Companies (WMB) position steady in Q2 2026 at 9,691 shares worth $721K. The position accounts for 0.05% of the portfolio, ranked #131.

Wellspring Financial Advisors first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Wellspring Financial Advisors held 9,691 shares of Williams Companies worth $721K as of Q2 2026.
  • Wellspring Financial Advisors left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.05% of Wellspring Financial Advisors's portfolio in Q2 2026, its #131 holding.
  • Wellspring Financial Advisors first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.