331 tracked 13F filers disclose a position in WES as of the latest SEC 13F filings, a combined $5.6B in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC | $1.6B | 36.6M | ▼−5.2% Reduced · −2.0M sh | Q2 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 | MILLER HOWARD INVESTMENTS INC /NY | $72.2M | 1.6M | ▲+4.0% Added · +64K sh | Q2 2026 | |
| 14 | ING GROEP NV | $65.4M | 1.6M | ▲+122% Added · +872K sh | Q1 2026 | |
| 15 | Fractal Investments LLC | $66.7M | 1.5M | ▼−3.4% Reduced · −53K sh | Q2 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 | CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | $55.1M | 1.3M | ▼−25% Reduced · −417K sh | Q2 2026 | |
| 19 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | $53.3M | 1.2M | ▼−1.4% Reduced · −18K sh | Q2 2026 | |
| 20 | Recurrent Investment Advisors LLC | $46.7M | 1.1M | ▼−15% Reduced · −204K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $46.5M | 1.1M | ▼−50% Reduced · −1.1M sh | Q1 2026 | |
| 22 | CIBC Bancorp USA Inc. | $44.1M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 23 | BARCLAYS PLC | $43.7M | 1.1M | ▼−0.1% Reduced · −798 sh | Q1 2026 | |
| 24 | EAGLE GLOBAL ADVISORS LLC | $45.6M | 1.0M | ▼−2.1% Reduced · −23K sh | Q2 2026 | |
| 25 | STIFEL FINANCIAL CORP | $40.5M | 984K | ▲+1.6% Added · +16K 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.
Last quarter, 3 funds opened a new position in WES and 26 added to an existing one, while 19 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 181 funds | $70.0B |
| AMAZON.COM INCAMZN | 181 funds | $54.7B |
| NVIDIA CORPNVDA | 179 funds | $103.8B |
| APPLE INCAAPL | 179 funds | $83.8B |
| ALPHABET INC-CL AGOOGL | 179 funds | $45.2B |
| ENTERPRISE PRODUCTS PARTNERSEPD | 176 funds | $5.8B |
| ALPHABET INC-CL CGOOG | 175 funds | $33.2B |
| META PLATFORMS INC-CLASS AMETA | 175 funds | $29.6B |
| ENERGY TRANSFER LPET | 175 funds | $4.8B |
| BROADCOM INCAVGO | 172 funds | $37.4B |
| ELI LILLY & COLLY | 172 funds | $22.2B |
| JPMORGAN CHASE & COJPM | 172 funds | $19.9B |
Ranked by how many of WES's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 12, 2026 | Forthuber Frederick A. | Director | Buy (P) | 5K | $250K |
| Mar 11, 2026 | PHILLIPS ROBERT G | Director | Buy (P) | 1K | $50K |
| Aug 14, 2024 | OCCIDENTAL PETROLEUM CORP /DE/ | 10% Owner | Sell (S) | 19.5M | $697.1M |
| Aug 14, 2024 | OCCIDENTAL PETROLEUM CORP /DE/ | 10% Owner | Sell (S) | 19.5M | $697.1M |
| May 15, 2024 | Bourne Robert W. | SVP & Chief Commercial Officer | Buy (P) | 1K | $50K |
| Mar 6, 2024 | STEWART LISA A | Director | Buy (P) | 3K | $87K |
| Mar 1, 2024 | Ure Michael | President & CEO, Director | Buy (P) | 5K | $168K |
| Feb 28, 2024 | Brown Oscar K | Director | Buy (P) | 4K | $117K |
| Feb 28, 2024 | STEWART LISA A | Director | Buy (P) | 3K | $83K |
| Feb 27, 2024 | Brown Oscar K | Director | Buy (P) | 4K | $119K |
| Feb 27, 2024 | SCHULTE DAVID J | Director | Buy (P) | 800 | $27K |
| Feb 26, 2024 | Owen Kenneth F. | Director | Buy (P) | 7K | $238K |
Connected entities for WES
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.
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.