HoldingsChannel.com
Funds Holding WES

On this page, we present all of the funds holding WES from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding WES, with a link to that fund's top holdings. The next columns indicate the amount of WES stock held by each of the funds holding WES, followed by the WES position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 203 funds holding WES within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Alps Advisors Inc.. For more details on the positions held by Alps Advisors Inc. (or by any of the other funds holding WES), click the fund name in the "Holder" column of the funds-holding-WES table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Alps Advisors Inc.32,322,784$945,765 12/31/2023
     WES32,322,784$945,765 12/31/2023
Invesco Ltd.23,347,060$683,135 12/31/2023
     WES23,347,060$683,135 12/31/2023
Blackstone Group Inc12,720,796$372,210 12/31/2023
     WES12,720,796$372,210 12/31/2023
Goldman Sachs Group Inc.11,140,481$325,970 12/31/2023
     WES11,140,481$325,970 12/31/2023
Tortoise Capital Advisors L.L.C.9,458,906$276,768 12/31/2023
     WES9,458,906$276,768 12/31/2023
Chickasaw Capital Management LLC6,673,747$237,252 03/31/2024
     WES6,673,747$237,252 03/31/2024
Neuberger Berman Group LLC7,671,978$224,482 12/31/2023
     WES7,671,978$224,482 12/31/2023
Mirae Asset Global Investments Co. Ltd.6,280,595$183,770 12/31/2023
     WES6,280,595$183,770 12/31/2023
Clearbridge Investments LLC4,915,235$143,820 12/31/2023
     WES4,915,235$143,820 12/31/2023
JPMorgan Chase & Co.4,490,338$131,387 12/31/2023
     WES4,490,338$131,387 12/31/2023
Kayne Anderson Capital Advisors LP3,270,114$95,684 12/31/2023
     WES3,270,114$95,684 12/31/2023
Brookfield Asset Management Inc.2,875,568$84,139 12/31/2023
     WES2,875,568$84,139 12/31/2023
RR Advisors LLC2,560,000$74,908 12/31/2023
     WES2,560,000$74,908 12/31/2023
UBS Group AG2,212,411$64,735 12/31/2023
     WES2,212,411$64,735 12/31/2023
Eagle Global Advisors LLC1,967,528$57,570 12/31/2023
     WES1,967,528$57,570 12/31/2023
Morgan Stanley1,877,945$54,949 12/31/2023
     WES1,877,945$54,949 12/31/2023
Cushing Asset Management LP1,476,270$52,481 03/31/2024
     WES1,476,270$52,481 03/31/2024
Westwood Holdings Group Inc.1,785,437$52,242 12/31/2023
     WES1,785,437$52,242 12/31/2023
Miller Howard Investments Inc. NY1,418,703$50,435 03/31/2024
     WES1,418,703$50,435 03/31/2024
CIBC Private Wealth Group LLC1,638,010$47,928 12/31/2023
     WES1,638,010$47,928 12/31/2023
Berkley W R Corp1,603,275$46,912 12/31/2023
     WES1,603,275$46,912 12/31/2023
Infrastructure Capital Advisors LLC1,499,325$43,870 12/31/2023
     WES1,499,325$43,870 12/31/2023
Recurrent Investment Advisors LLC1,402,477$41,036 12/31/2023
     WES1,402,477$41,036 12/31/2023
Fractal Investments LLC1,390,561$40,688 12/31/2023
     WES1,390,561$40,688 12/31/2023
Wells Fargo & Company MN1,260,436$36,880 12/31/2023
     WES1,260,436$36,880 12/31/2023
Barclays PLC1,205,446$35,271 12/31/2023
     WES1,205,446$35,271 12/31/2023
Bank of America Corp DE1,170,416$34,246 12/31/2023
     WES1,170,416$34,246 12/31/2023
Jennison Associates LLC983,685$28,783 12/31/2023
     WES983,685$28,783 12/31/2023
First Trust Advisors LP849,726$24,863 12/31/2023
     WES849,726$24,863 12/31/2023
Allianz Asset Management GmbH708,256$20,724 12/31/2023
     WES708,256$20,724 12/31/2023
Longfellow Investment Management Co. LLC524,705$15,353 12/31/2023
     WES524,705$15,353 12/31/2023
Raymond James Financial Services Advisors Inc.386,517$13,741 03/31/2024
     WES386,517$13,741 03/31/2024
Adams Asset Advisors LLC331,383$11,781 03/31/2024
     WES331,383$11,781 03/31/2024
Catalyst Capital Advisors LLC328,920$11,693 03/31/2024
     WES328,920$11,693 03/31/2024
Duff & Phelps Investment Management Co.383,000$11,207 12/31/2023
     WES383,000$11,207 12/31/2023
Texas Yale Capital Corp.327,598$9,586 12/31/2023
     WES327,598$9,586 12/31/2023
NBW Capital LLC322,010$9,422 12/31/2023
     WES322,010$9,422 12/31/2023
Knollwood Investment Advisory LLC301,032$8,808 12/31/2023
     WES301,032$8,808 12/31/2023
Sovereign Investment Advisors LLC274,479$8,031 12/31/2023
     WES274,479$8,031 12/31/2023
Nomura Holdings Inc.270,000$7,900 12/31/2023
     WES270,000$7,900 12/31/2023
Susquehanna Portfolio Strategies LLC268,494$7,856 12/31/2023
     WES268,494$7,856 12/31/2023
Tortoise Index Solutions LLC250,866$7,340 12/31/2023
     WES250,866$7,340 12/31/2023
Citadel Advisors LLC $7,234 12/31/2023
     Call276,600$8,093 12/31/2023
     Put46,800$1,369 12/31/2023
     WES17,413$510 12/31/2023
Deutsche Bank AG241,860$7,077 12/31/2023
     WES241,860$7,077 12/31/2023
Exchange Traded Concepts LLC196,959$7,002 03/31/2024
     WES196,959$7,002 03/31/2024
Captrust Financial Advisors229,584$6,718 12/31/2023
     WES229,584$6,718 12/31/2023
Heronetta Management L.P.227,673$6,662 12/31/2023
     WES227,673$6,662 12/31/2023
Terril Brothers Inc.221,500$6,481 12/31/2023
     WES221,500$6,481 12/31/2023
Spirit of America Management Corp NY180,850$6,429 03/31/2024
     WES180,850$6,429 03/31/2024
Jane Street Group LLC $5,994 12/31/2023
     WES116,265$3,402 12/31/2023
     Call88,600$2,592 12/31/2023
Royal Bank of Canada192,514$5,632 12/31/2023
     WES192,514$5,632 12/31/2023
Maryland State Retirement & Pension System162,128$5,555 03/31/2024
     WES162,128$5,555 03/31/2024
Susquehanna International Group LLP $5,220 12/31/2023
     Call256,800$7,514 12/31/2023
     Put168,500$4,930 12/31/2023
     WES90,077$2,636 12/31/2023
Envestnet Asset Management Inc.164,159$4,803 12/31/2023
     WES164,159$4,803 12/31/2023
HRT Financial LP157,686$4,613 12/31/2023
     WES157,686$4,613 12/31/2023
CIBC World Markets Inc.156,600$4,582 12/31/2023
     WES156,600$4,582 12/31/2023
Caption Management LLC $4,456 12/31/2023
     Call252,300$7,382 12/31/2023
     Put100,000$2,926 12/31/2023
BNP Paribas Arbitrage SA152,159$4,452 12/31/2023
     WES152,159$4,452 12/31/2023
Hennessy Advisors Inc.120,700$4,291 03/31/2024
     WES120,700$4,291 03/31/2024
Americana Partners LLC143,256$4,192 12/31/2023
     WES143,256$4,192 12/31/2023
Highland Capital Management Fund Advisors L.P.139,050$4,069 12/31/2023
     WES139,050$4,069 12/31/2023
Castleark Management LLC126,800$3,710 12/31/2023
     WES126,800$3,710 12/31/2023
Tectonic Advisors LLC124,563$3,645 12/31/2023
     WES124,563$3,645 12/31/2023
Evergreen Capital Management LLC111,863$3,273 12/31/2023
     WES111,863$3,273 12/31/2023
U.S. Capital Wealth Advisors LLC109,496$3,204 12/31/2023
     WES109,496$3,204 12/31/2023
Lavaca Capital LLC108,000$3,160 12/31/2023
     WES108,000$3,160 12/31/2023
Raymond James & Associates79,811$2,837 03/31/2024
     WES79,811$2,837 03/31/2024
Soros Fund Management LLC94,550$2,767 12/31/2023
     WES94,550$2,767 12/31/2023
Mariner LLC93,503$2,736 12/31/2023
     WES93,503$2,736 12/31/2023
Glenmede Trust Co. NA91,819$2,687 12/31/2023
     WES91,819$2,687 12/31/2023
Advisors Asset Management Inc.82,841$2,424 12/31/2023
     WES82,841$2,424 12/31/2023
FMR LLC81,979$2,399 12/31/2023
     WES81,979$2,399 12/31/2023
LPL Financial LLC79,444$2,325 12/31/2023
     WES79,444$2,325 12/31/2023
Chilton Capital Management LLC73,110$2,139 12/31/2023
     WES73,110$2,139 12/31/2023
GraniteShares Advisors LLC59,574$2,118 03/31/2024
     WES59,574$2,118 03/31/2024
Dividend Assets Capital LLC71,537$2,090 12/31/2023
     WES71,537$2,090 12/31/2023
Lonestar Capital Management LLC70,000$2,048 12/31/2023
     WES70,000$2,048 12/31/2023
BlackRock Inc.69,780$2,042 12/31/2023
     WES69,780$2,042 12/31/2023
Stifel Financial Corp65,923$1,929 12/31/2023
     WES65,923$1,929 12/31/2023
Institutional & Family Asset Management LLC65,634$1,920 12/31/2023
     WES65,634$1,920 12/31/2023
Wolverine Trading LLC $1,733 12/31/2023
     Call70,900$2,075 12/31/2023
     Put11,700$342 12/31/2023
ELCO Management Co. LLC59,149$1,731 12/31/2023
     WES59,149$1,731 12/31/2023
Albert D Mason Inc.48,427$1,722 03/31/2024
     WES48,427$1,722 03/31/2024
Van ECK Associates Corp58,015$1,698 12/31/2023
     WES58,015$1,698 12/31/2023
DRW Securities LLC52,979$1,550 12/31/2023
     WES52,979$1,550 12/31/2023
Arkadios Wealth Advisors50,000$1,463 12/31/2023
     WES50,000$1,463 12/31/2023
HighTower Advisors LLC48,360$1,415 12/31/2023
     WES48,360$1,415 12/31/2023
Lindbrook Capital LLC37,417$1,330 03/31/2024
     WES37,417$1,330 03/31/2024
Stephens Inc. AR41,915$1,226 12/31/2023
     WES41,915$1,226 12/31/2023
Parkwood LLC41,723$1,221 12/31/2023
     WES41,723$1,221 12/31/2023
Basso Capital Management L.P.41,150$1,204 12/31/2023
     WES41,150$1,204 12/31/2023
Requisite Capital Management LLC33,235$1,182 03/31/2024
     WES33,235$1,182 03/31/2024
Aveo Capital Partners LLC39,545$1,157 12/31/2023
     WES39,545$1,157 12/31/2023
Silvercrest Asset Management Group LLC38,052$1,113 12/31/2023
     WES38,052$1,113 12/31/2023
Rockefeller Capital Management L.P.37,327$1,092 12/31/2023
     WES37,327$1,092 12/31/2023
Fort Washington Investment Advisors Inc. OH30,165$1,072 03/31/2024
     WES30,165$1,072 03/31/2024
Keybank National Association OH36,243$1,060 12/31/2023
     WES36,243$1,060 12/31/2023
Bramshill Investments LLC35,452$1,037 12/31/2023
     WES35,452$1,037 12/31/2023
True North Advisors LLC28,457$1,012 03/31/2024
     WES28,457$1,012 03/31/2024
Oppenheimer Asset Management Inc.33,680$985 12/31/2023
     WES33,680$985 12/31/2023
National Asset Management Inc.33,555$982 12/31/2023
     WES33,555$982 12/31/2023
Pacer Advisors Inc.33,560$982 12/31/2023
     WES33,560$982 12/31/2023
Pathstone Holdings LLC33,341$976 12/31/2023
     WES33,341$976 12/31/2023
Ieq Capital LLC30,912$904 12/31/2023
     WES30,912$904 12/31/2023
Chicago Partners Investment Group LLC24,807$883 03/31/2024
     WES24,807$883 03/31/2024
Citigroup Inc.29,066$850 12/31/2023
     WES29,066$850 12/31/2023
London & Capital Asset Management Ltd27,000$790 12/31/2023
     WES27,000$790 12/31/2023
Northern Trust Corp26,503$775 12/31/2023
     WES26,503$775 12/31/2023
D.A. Davidson & CO.25,901$758 12/31/2023
     WES25,901$758 12/31/2023
Apollon Wealth Management LLC25,633$750 12/31/2023
     WES25,633$750 12/31/2023
American Financial Group Inc.25,000$732 12/31/2023
     WES25,000$732 12/31/2023
CFM Wealth Partners LLC20,360$724 03/31/2024
     WES20,360$724 03/31/2024
Cullen Frost Bankers Inc.24,756$724 12/31/2023
     WES24,756$724 12/31/2023
Truist Financial Corp23,496$687 12/31/2023
     WES23,496$687 12/31/2023
Oxinas Partners Wealth Management LLC19,258$685 03/31/2024
     WES19,258$685 03/31/2024
CI Private Wealth LLC21,889$640 12/31/2023
     WES21,889$640 12/31/2023
FORA Capital LLC21,365$625 12/31/2023
     WES21,365$625 12/31/2023
Rockwood Wealth Management LLC16,713$594 03/31/2024
     WES16,713$594 03/31/2024
Donoghue Forlines LLC18,509$542 12/31/2023
     WES18,509$542 12/31/2023
Cambridge Investment Research Advisors Inc.14,760$525 03/31/2024
     WES14,760$525 03/31/2024
ProShare Advisors LLC17,915$524 12/31/2023
     WES17,915$524 12/31/2023
Wealth Enhancement Advisory Services LLC14,418$513 03/31/2024
     WES14,418$513 03/31/2024
Guggenheim Capital LLC17,309$506 12/31/2023
     WES17,309$506 12/31/2023
Jump Financial LLC16,500$483 12/31/2023
     WES16,500$483 12/31/2023
Advisor Group Holdings Inc.15,946$467 12/31/2023
     WES15,946$467 12/31/2023
Axxcess Wealth Management LLC15,300$448 12/31/2023
     WES15,300$448 12/31/2023
CAPROCK Group Inc.14,738$431 12/31/2023
     WES14,738$431 12/31/2023
Barnett & Company Inc.14,700$430 12/31/2023
     WES14,700$430 12/31/2023
Fayez Sarofim & Co14,704$416 12/31/2023
     WES14,704$416 12/31/2023
Wealth Alliance12,848$376 12/31/2023
     WES12,848$376 12/31/2023
Bollard Group LLC12,618$369 12/31/2023
     WES12,618$369 12/31/2023
Janney Montgomery Scott LLC12,278$359 12/31/2023
     WES12,278$359 12/31/2023
Banco Santander S.A.12,134$355 12/31/2023
     WES12,134$355 12/31/2023
FirstPurpose Wealth LLC9,976$354 03/31/2024
     WES9,976$354 03/31/2024
SL Advisors LLC11,694$342 12/31/2023
     WES11,694$342 12/31/2023
Moody National Bank Trust Division9,527$339 03/31/2024
     WES9,527$339 03/31/2024
Norden Group LLC9,513$338 03/31/2024
     WES9,513$338 03/31/2024
Linscomb & Williams Inc.11,550$338 12/31/2023
     WES11,550$338 12/31/2023
Icon Wealth Advisors LLC11,227$329 12/31/2023
     WES11,227$329 12/31/2023
Ziegler Capital Management LLC10,340$303 12/31/2023
     WES10,340$303 12/31/2023
Blair William & Co. IL10,234$299 12/31/2023
     WES10,234$299 12/31/2023
Green Square Capital Advisors LLC10,121$296 12/31/2023
     WES10,121$296 12/31/2023
Cadent Capital Advisors LLC8,182$291 03/31/2024
     WES8,182$291 03/31/2024
Comerica Bank9,849$288 12/31/2023
     WES9,849$288 12/31/2023
F&V Capital Management LLC8,000$284 03/31/2024
     WES8,000$284 03/31/2024
Belfer Management LLC9,539$279 12/31/2023
     WES9,539$279 12/31/2023
Alpha Cubed Investments LLC7,725$275 03/31/2024
     WES7,725$275 03/31/2024
Investors Asset Management of Georgia Inc. GA ADV7,265$258 03/31/2024
     WES7,265$258 03/31/2024
B&D White Capital Company LLC8,829$258 12/31/2023
     WES8,829$258 12/31/2023
Summit Trail Advisors LLC7,096$252 03/31/2024
     WES7,096$252 03/31/2024
Peapack Gladstone Financial Corp8,482$248 12/31/2023
     WES8,482$248 12/31/2023
MAI Capital Management8,433$247 12/31/2023
     WES8,433$247 12/31/2023
Snowden Capital Advisors LLC8,433$247 12/31/2023
     WES8,433$247 12/31/2023
Nuveen Asset Management LLC8,333$244 12/31/2023
     WES8,333$244 12/31/2023
Geode Capital Management LLC7,787$228 12/31/2023
     WES7,787$228 12/31/2023
Bank of New York Mellon Corp6,367$226 03/31/2024
     WES6,367$226 03/31/2024
Sequoia Financial Advisors LLC7,500$219 12/31/2023
     WES7,500$219 12/31/2023
Vivaldi Asset Management LLC7,446$218 12/31/2023
     WES7,446$218 12/31/2023
Brown Advisory Inc.5,837$208 03/31/2024
     WES5,837$208 03/31/2024
Moors & Cabot Inc.6,915$202 12/31/2023
     WES6,915$202 12/31/2023
Baldwin Brothers Inc. MA5,000$178 03/31/2024
     WES5,000$178 03/31/2024
US Bancorp DE5,945$174 12/31/2023
     WES5,945$174 12/31/2023
CENTRAL TRUST Co4,205$149 03/31/2024
     WES4,205$149 03/31/2024
Principal Securities Inc.4,829$141 12/31/2023
     WES4,829$141 12/31/2023
IFP Advisors Inc4,300$126 12/31/2023
     WES4,300$126 12/31/2023
Parkside Financial Bank & Trust3,891$114 12/31/2023
     WES3,891$114 12/31/2023
First Horizon Advisors Inc.3,882$114 12/31/2023
     WES3,882$114 12/31/2023
Mather Group LLC.2,309$82 03/31/2024
     WES2,309$82 03/31/2024
Turtle Creek Wealth Advisors LLC2,734$80 12/31/2023
     WES2,734$80 12/31/2023
Proequities Inc. $77 12/31/2023
     WES2,637$77 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
UMB Bank N A MO2,513$74 12/31/2023
     WES2,513$74 12/31/2023
Cedar Mountain Advisors LLC1,817$65 03/31/2024
     WES1,817$65 03/31/2024
Farmers & Merchants Investments Inc.1,566$56 03/31/2024
     WES1,566$56 03/31/2024
Cutler Group LP $56 03/31/2024
     WES1,576$56 03/31/2024
     Put300$0 03/31/2024
The PNC Financial Services Group Inc.1,908$56 12/31/2023
     WES1,908$56 12/31/2023
Allworth Financial LP1,500$53 03/31/2024
     WES1,500$53 03/31/2024
Fortitude Family Office LLC1,489$53 03/31/2024
     WES1,489$53 03/31/2024
Tradition Wealth Management LLC1,750$51 12/31/2023
     WES1,750$51 12/31/2023
MCF Advisors LLC1,300$46 03/31/2024
     WES1,300$46 03/31/2024
Hall Laurie J Trustee1,253$45 03/31/2024
     WES1,253$45 03/31/2024
American National Bank1,190$42 03/31/2024
     WES1,190$42 03/31/2024
State of Wyoming1,290$38 12/31/2023
     WES1,290$38 12/31/2023
Spire Wealth Management1,033$37 03/31/2024
     WES1,033$37 03/31/2024
Ronald Blue Trust Inc.1,352$37 12/31/2023
     WES1,352$37 12/31/2023
Quadrant Capital Group LLC1,246$36 12/31/2023
     WES1,246$36 12/31/2023
HM Payson & Co.1,121$33 12/31/2023
     WES1,121$33 12/31/2023
Retirement Group LLC1,135$33 12/31/2023
     WES1,135$33 12/31/2023
Westside Investment Management Inc.900$32 03/31/2024
     WES900$32 03/31/2024
Fifth Third Bancorp709$25 03/31/2024
     WES709$25 03/31/2024
GWM Advisors LLC793$23 12/31/2023
     WES793$23 12/31/2023
GPS Wealth Strategies Group LLC635$19 12/31/2023
     WES635$19 12/31/2023
Advisory Services Network LLC431$13 12/31/2023
     WES431$13 12/31/2023
Salem Investment Counselors Inc.300$11 03/31/2024
     WES300$11 03/31/2024
HAP Trading LLC $11 12/31/2023
     Call50,800$11 12/31/2023
Northwest Investment Counselors LLC240$9 03/31/2024
     WES240$9 03/31/2024
Oliver Lagore Vanvalin Investment Group306$9 12/31/2023
     WES306$9 12/31/2023
Asset Dedication LLC200$7 03/31/2024
     WES200$7 03/31/2024
Quent Capital LLC161$5 12/31/2023
     WES161$5 12/31/2023
Geneos Wealth Management Inc.153$4 12/31/2023
     WES153$4 12/31/2023
Perritt Capital Management Inc.100$3 12/31/2023
     WES100$3 12/31/2023
First United Bank Trust48$1 12/31/2023
     WES48$1 12/31/2023
New Millennium Group LLC23$1 12/31/2023
     WES23$1 12/31/2023
Coppell Advisory Solutions LLC16$0 12/31/2023
     WES16$0 12/31/2023
Simplex Trading LLC49,600$-4,657 03/31/2024
     Put180,600$6,420 03/31/2024
     Call49,600$1,763 03/31/2024

See Summary: Institutional Holders of WES
See Details: Top 10 Hedge Funds Holding WES
Also See: WES Insider Buying
Also See: WES Holdings Changes

Quotes delayed 20 minutes

Email EnvelopeFree WES Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding WES | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.