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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

WES

WES 13F Holdings Overview

Western Midstream Partners L

+$333.4M

Net Activity

Institutions Holding

348

Popularity Rank

#1688

Avg Weight

0.38%

Total Value

$6.8B

Ownership Trend

348 institutions currently hold WES, with 190 net buyers and 92 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

92

Net Buying Institutions

190

Key Holders

Key Holders

Top 5 by Value

AA
Alps Advisors INC
$1.6B
IL
Invesco Ltd.
$990.0M
MA
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$365.2M
TC
Tortoise Capital Advisors, L.l.c.
$361.5M
GS
Goldman Sachs Group INC
$360.6M

Top 5 by Conviction

CC
Chickasaw Capital Management LLC
8.12%
LI
Longfellow Investment Management Co LLC
7.85%
FI
Fractal Investments LLC
7.69%
AA
Alps Advisors INC
7.49%
TB
Terril Brothers, Inc.
4.59%
View all 348 holding institutions

Across its top 20 institutional holders, WES's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 13/100, avg. turnover score 34/100).

Quarterly Activity

Recent Activity

+$5.0B

Total Buy Value

$1.8B

Total Sell Value

New buy49
Trim64
Add141
Sold out28

190

Net Buyers

92

Net Sellers

Smart Money Convergence

WES does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

1

Active 5%+ Holders

Data as of 2026-07-09
Reporting PersonTypeFiling DateShares% of Class
ALPS Advisors, Inc.13G/A2026-07-0936.63M8.9%

View all Schedule 13D/13G filings

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

958669103, 958254104, 95825R103, 95825r103

FAQ

Who are the top institutional investors holding WESTERN MIDSTREAM PARTNERS L (WES)?
Major stakeholders currently include Alps Advisors INC ($1.6B), Invesco Ltd. ($990.0M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($365.2M). Based on the latest 13F filings, there are a total of 348 tracked investment funds and institutions maintaining positions in WES.
What is the overall institutional sentiment toward WES recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $333.4M, driven by 190 managers accumulating shares while 92 reduced their exposure.
Which institutions have been selling or reducing their WES positions?
In the latest period, 64 funds trimmed their holdings, and 28 managers completely exited their positions. The aggregate reported sell value was $1.8B.
Are there any notable investors adding WES to their portfolios?
Yes, buying activity remains notable. 49 institutions opened new positions in {ticker}, and 141 existing holders added to their shares. The total reported buy value for the quarter amounted to $5.0B.

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