WBC
EMO

West Branch Capital’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

West Branch Capital’s Portfolio EMO Stock Details EMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.6K Buy
212
+4
+2% +$201 ﹤0.01% 229
2026
Q1 		$11K Buy
208
+5
+2% +$248 ﹤0.01% 223
2025
Q4 		$9.07K Buy
+203
New +$8.87K ﹤0.01% 274

Other funds holding EMO

ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $167M AUM
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

West Branch Capital's EMO Position: Q2 2026 in Review

West Branch Capital increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 1.9% in Q2 2026, buying an estimated $201 and bringing the position to 212 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

West Branch Capital first reported a position in EMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $11K in Q1 2026. 61 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • West Branch Capital held 212 shares of ClearBridge Energy Midstream Opportunity Fund worth $10.6K as of Q2 2026.
  • West Branch Capital bought 4 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $201.
  • ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #229 holding.
  • West Branch Capital first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2025 and has held it in 3 quarters since.
  • West Branch Capital's ClearBridge Energy Midstream Opportunity Fund position peaked at $11K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.