This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WES/capital-change-brief"
Use Arkolith's capital_change_brief for WES. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC | $1.6B | 38.6M | ▲+10% Added · +3.6M sh | Q1 2026 | |
| 2 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $365.2M | 8.9M | ▲+7.1% Added · +590K sh | Q1 2026 | |
| 3 | TORTOISE CAPITAL ADVISORS, L.L.C. | $361.5M | 8.8M | ▲+2.8% Added · +240K sh | Q1 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $360.6M | 8.8M | ▼−8.4% Reduced · −804K sh | Q1 2026 | |
| 5 | Blackstone Inc. | $360.5M | 8.8M | ▼−21% Reduced · −2.3M sh | Q1 2026 | |
| 6 | Neuberger Berman Group LLC | $258.7M | 6.3M | ▼−3.0% Reduced · −194K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $187.3M | 4.6M | ▼−16% Reduced · −896K sh | Q1 2026 | |
| 8 | KAYNE ANDERSON CAPITAL ADVISORS LP | $161.3M | 3.9M | ▲+0.4% Added · +17K sh | Q1 2026 | |
| 9 | UBS Group AG | $153.2M | 3.7M | ▲+6.3% Added · +220K sh | Q1 2026 | |
| 10 | Clearbridge Investments, LLC | $108.0M | 2.6M | —Held | Q1 2026 | |
| 11 | WESTWOOD HOLDINGS GROUP INC | $88.2M | 2.1M | ▲50× Added · +2.1M sh | Q1 2026 | |
| 12 | BNP PARIBAS FINANCIAL MARKETS | $86.7M | 2.1M | ▲+41% Added · +607K sh | Q1 2026 | |
| 13 | CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | $69.0M | 1.7M | ▲+8.8% Added · +136K sh | Q1 2026 | |
| 14 | ING GROEP NV | $65.4M | 1.6M | ▲+122% Added · +872K sh | Q1 2026 | |
| 15 | MILLER HOWARD INVESTMENTS INC /NY | $65.3M | 1.6M | ▲+6.3% Added · +94K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $62.0M | 1.5M | ▼−50% Reduced · −1.5M sh | Q1 2026 | |
| 17 | BERKLEY W R CORP | $52.2M | 1.3M | ▲+43% Added · +380K sh | Q1 2026 | |
| 18 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | $50.8M | 1.2M | ▲+6.7% Added · +77K sh | Q1 2026 | |
| 19 | Recurrent Investment Advisors LLC | $46.7M | 1.1M | ▼−15% Reduced · −204K sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $46.5M | 1.1M | ▼−50% Reduced · −1.1M sh | Q1 2026 | |
| 21 | CIBC Bancorp USA Inc. | $44.1M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 22 | EAGLE GLOBAL ADVISORS LLC | $43.8M | 1.1M | ▼−15% Reduced · −187K sh | Q1 2026 | |
| 23 | BARCLAYS PLC | $43.7M | 1.1M | ▼−0.1% Reduced · −798 sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $40.5M | 984K | ▲+1.6% Added · +16K sh | Q1 2026 | |
| 25 | FIRST TRUST ADVISORS LP | $37.2M | 903K | ▲+39% Added · +253K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 11, 2026 | PHILLIPS ROBERT G | Director | Buy (P) | 1K | $50K |
| Feb 12, 2026 | Shults Kristen S. | SVP & Chief Financial Officer | Tax withholding (F) | 12K | $514K |
| Feb 12, 2026 | Shults Kristen S. | SVP & Chief Financial Officer | Tax withholding (F) | 10K | $422K |
| Feb 12, 2026 | Shults Kristen S. | SVP & Chief Financial Officer | Option exercise (M) | 31K | $0 |
| Feb 12, 2026 | Shults Kristen S. | SVP & Chief Financial Officer | Option exercise (M) | 11K | $0 |
| Feb 12, 2026 | Shults Kristen S. | SVP & Chief Financial Officer | Tax withholding (F) | 4K | $180K |
| Feb 12, 2026 | Shults Kristen S. | SVP & Chief Financial Officer | Option exercise (M) | 15K | $0 |
| Feb 12, 2026 | Shults Kristen S. | SVP & Chief Financial Officer | Tax withholding (F) | 6K | $249K |
| Feb 12, 2026 | Shults Kristen S. | SVP & Chief Financial Officer | Option exercise (M) | 10K | $0 |
| Feb 12, 2026 | Shults Kristen S. | SVP & Chief Financial Officer | Tax withholding (F) | 4K | $167K |
| Feb 12, 2026 | Shults Kristen S. | SVP & Chief Financial Officer | Option exercise (M) | 25K | $0 |
| Feb 12, 2026 | Shults Kristen S. | SVP & Chief Financial Officer | Option exercise (M) | 25K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| EXXON MOBIL CORPXOM | 108 funds | $6.2B |
| CHEVRON CORPCVX | 108 funds | $4.4B |
| MICROSOFT CORPMSFT | 107 funds | $23.3B |
| JPMORGAN CHASE & COJPM | 107 funds | $11.0B |
| KINDER MORGAN INCKMI | 107 funds | $1.5B |
| CONOCOPHILLIPSCOP | 107 funds | $1.5B |
| NVIDIA CORPNVDA | 106 funds | $26.7B |
| BROADCOM INCAVGO | 106 funds | $11.0B |
| ALPHABET INC-CL CGOOG | 106 funds | $10.8B |
| JOHNSON & JOHNSONJNJ | 106 funds | $7.7B |
| MASTERCARD INC - AMA | 106 funds | $3.6B |
| CISCO SYSTEMS INCCSCO | 106 funds | $2.9B |
Ranked by how many of WES's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WES. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.