WES Institutional Ownership
Western Midstream Partners, LP
1W: +1.7%
1M: +0.0%
3M: -1.7%
YTD: +16.6%
1Y: +21.0%
3Y: +100.3%
5Y: +179.5%
$45.31
+0.14 (+0.31%)
Weekly Expected Move ±2.2%
$43
$44
$45
$46
$47
Credit Risk of going bust: lower than 81% of companies Debt: 32.8% of company value Bonds: $325.9M held by 474 funds, 108 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.97 (down 98%), Western Midstream Partners, LP would be worth roughly what it owes.
Total debt $9.13B against a stock market value of $18.66B.
Distance to default 9.99 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $4.61B (short-term plus half of long-term), stock volatility 20.3%; Altman Z'' 0.96. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $0.97 (down 98%), Western Midstream Partners, LP would be worth roughly what it owes.
Total debt $9.13B against a stock market value of $18.66B.
Distance to default 9.99 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $4.61B (short-term plus half of long-term), stock volatility 20.3%; Altman Z'' 0.96. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — WES
392
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
$8B
Total Invested
51
New Positions
116
Increased
114
Reduced
18
Closed
1.20
Put/Call Ratio
Ownership Trends
Top Institutional Holders (156 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC NEW | 36,629,600 | $1.7B | +36,629,600 | — | 1Q | SEC ↗ |
| 2 | GOLDMAN SACHS GROUP INC NEW | 8,527,559 | $386M | +8,527,559 | — | 1Q | SEC ↗ |
| 3 | CHICKASAW CAPITAL MANAGEMENT LLC NEW | 5,465,979 | $248M | +5,465,979 | — | 1Q | SEC ↗ |
| 4 | WESTWOOD HOLDINGS GROUP INC NEW | 2,183,188 | $99M | +2,183,188 | — | 1Q | SEC ↗ |
| 5 | MILLER HOWARD INVESTMENTS INC /NY NEW | 1,648,942 | $75M | +1,648,942 | — | 1Q | SEC ↗ |
| 6 | BERKLEY W R CORP | 1,266,970 | $57M | — | +0.0% | 2Q | SEC ↗ |
| 7 | CUSHING ASSET MANAGEMENT, LP dba NXG I | 1,259,900 | $57M | -417,000 | -24.9% | 2Q | SEC ↗ |
| 8 | EAGLE GLOBAL ADVISORS LLC NEW | 1,041,420 | $47M | +1,041,420 | — | 1Q | SEC ↗ |
| 9 | LONGFELLOW INVESTMENT MANAGEMENT CO LL NEW | 914,525 | $41M | +914,525 | — | 1Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN NEW | 838,555 | $38M | +838,555 | — | 1Q | SEC ↗ |
| 11 | Allianz Asset Management GmbH NEW | 443,487 | $20M | +443,487 | — | 1Q | SEC ↗ |
| 12 | Adams Asset Advisors, LLC NEW | 408,023 | $18M | +408,023 | — | 1Q | SEC ↗ |
| 13 | TERRIL BROTHERS, INC. NEW | 402,969 | $18M | +402,969 | — | 1Q | SEC ↗ |
| 14 | CITADEL ADVISORS LLC NEW | 304,274 | $14M | +304,274 | — | 1Q | SEC ↗ |
| 15 | Knollwood Investment Advisory, LLC NEW | 301,032 | $14M | +301,032 | — | 1Q | SEC ↗ |
| 16 | Jump Financial, LLC NEW | 279,824 | $13M | +279,824 | — | 1Q | SEC ↗ |
| 17 | EXCHANGE TRADED CONCEPTS, LLC NEW | 224,453 | $10M | +224,453 | — | 1Q | SEC ↗ |
| 18 | Heronetta Management, L.P. NEW | 206,361 | $9M | +206,361 | — | 1Q | SEC ↗ |
| 19 | Ellsworth Advisors, LLC NEW | 179,385 | $8M | +179,385 | — | 1Q | SEC ↗ |
| 20 | EVERGREEN CAPITAL MANAGEMENT LLC NEW | 155,867 | $7M | +155,867 | — | 1Q | SEC ↗ |
| 21 | Mariner, LLC | 137,042 | $6M | +13,468 | +10.9% | 2Q | SEC ↗ |
| 22 | Advisors Asset Management, Inc. NEW | 115,891 | $5M | +115,891 | — | 1Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC NEW | 110,559 | $5M | +110,559 | — | 1Q | SEC ↗ |
| 24 | HENNESSY ADVISORS INC NEW | 110,260 | $5M | +110,260 | — | 1Q | SEC ↗ |
| 25 | Pathstone Holdings, LLC NEW | 83,078 | $4M | +83,078 | — | 1Q | SEC ↗ |
| 26 | FORT WASHINGTON INVESTMENT ADVISORS IN NEW | 78,819 | $4M | +78,819 | — | 1Q | SEC ↗ |
| 27 | D.A. DAVIDSON & CO. | 74,339 | $3M | +1,890 | +2.6% | 2Q | SEC ↗ |
| 28 | Pekin Hardy Strauss, Inc. NEW | 73,156 | $3M | +73,156 | — | 1Q | SEC ↗ |
| 29 | GraniteShares Advisors LLC | 70,436 | $3M | +9,225 | +15.1% | 2Q | SEC ↗ |
| 30 | Parkside Financial Bank & Trust | 65,520 | $3M | +60,542 | +1216.2% | 2Q | SEC ↗ |
| 31 | HUB Investment Partners, LLC NEW | 59,219 | $3M | +59,219 | — | 1Q | SEC ↗ |
| 32 | SageGuard Financial Group, LLC NEW | 44,477 | $2M | +44,477 | — | 1Q | SEC ↗ |
| 33 | CARY STREET PARTNERS INVESTMENT ADVISO NEW | 43,655 | $2M | +43,655 | — | 1Q | SEC ↗ |
| 34 | AlTi Global, Inc. NEW | 42,800 | $2M | +42,800 | — | 1Q | SEC ↗ |
| 35 | Samalin Investment Counsel, LLC | 37,804 | $2M | -756 | -2.0% | 2Q | SEC ↗ |
| 36 | Beacon Pointe Advisors, LLC NEW | 37,727 | $2M | +37,727 | — | 1Q | SEC ↗ |
| 37 | OPPENHEIMER ASSET MANAGEMENT INC. NEW | 36,303 | $2M | +36,303 | — | 1Q | SEC ↗ |
| 38 | Turtle Creek Wealth Advisors, LLC | 34,402 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 39 | INDEPENDENT FINANCIAL GROUP, LLC | 34,393 | $2M | +19,275 | +127.5% | 2Q | SEC ↗ |
| 40 | IEQ CAPITAL, LLC NEW | 32,253 | $1M | +32,253 | — | 1Q | SEC ↗ |
| 41 | DAYMARK WEALTH PARTNERS, LLC NEW | 31,947 | $1M | +31,947 | — | 1Q | SEC ↗ |
| 42 | Kercheville Advisors, LLC | 29,600 | $1M | +7,600 | +34.5% | 2Q | SEC ↗ |
| 43 | NewEdge Wealth, LLC NEW | 29,500 | $1M | +29,500 | — | 1Q | SEC ↗ |
| 44 | PFG Investments, LLC | 29,201 | $1M | -2,909 | -9.1% | 2Q | SEC ↗ |
| 45 | BWM Planning, LLC NEW | 28,325 | $1M | +28,325 | — | 1Q | SEC ↗ |
| 46 | Nicholas Wealth, LLC. NEW | 28,028 | $1M | +28,028 | — | 1Q | SEC ↗ |
| 47 | Thrive Capital Management, LLC NEW | 26,740 | $1M | +26,740 | — | 1Q | SEC ↗ |
| 48 | Abel Hall, LLC NEW | 25,188 | $1M | +25,188 | — | 1Q | SEC ↗ |
| 49 | ARDSLEY ADVISORY PARTNERS LP NEW | 25,000 | $1M | +25,000 | — | 1Q | SEC ↗ |
| 50 | SL ADVISORS, LLC NEW | 23,466 | $1M | +23,466 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ALPS ADVISORS INC | 36,629,600 | $1.7B |
| GOLDMAN SACHS GROUP INC | 8,527,559 | $386M |
| CHICKASAW CAPITAL MANAGEMENT LLC | 5,465,979 | $248M |
| WESTWOOD HOLDINGS GROUP INC | 2,183,188 | $99M |
| MILLER HOWARD INVESTMENTS INC /NY | 1,648,942 | $75M |
| EAGLE GLOBAL ADVISORS LLC | 1,041,420 | $47M |
| LONGFELLOW INVESTMENT MANAGEMENT CO | 914,525 | $41M |
| WELLS FARGO & COMPANY/MN | 838,555 | $38M |
| Allianz Asset Management GmbH | 443,487 | $20M |
| Adams Asset Advisors, LLC | 408,023 | $18M |
| TERRIL BROTHERS, INC. | 402,969 | $18M |
| CITADEL ADVISORS LLC | 304,274 | $14M |
| Knollwood Investment Advisory, LLC | 301,032 | $14M |
| Jump Financial, LLC | 279,824 | $13M |
| EXCHANGE TRADED CONCEPTS, LLC | 224,453 | $10M |
| Heronetta Management, L.P. | 206,361 | $9M |
| Ellsworth Advisors, LLC | 179,385 | $8M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 155,867 | $7M |
| Advisors Asset Management, Inc. | 115,891 | $5M |
| ENVESTNET ASSET MANAGEMENT INC | 110,559 | $5M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Parkside Financial Bank & Trust | +60,542 | +2432.4% | 63,031 |
| INDEPENDENT FINANCIAL GROUP, LLC | +19,275 | +127.5% | 34,393 |
| Mariner, LLC | +13,468 | +10.9% | 137,042 |
| GraniteShares Advisors LLC | +9,225 | +15.1% | 70,436 |
| Kercheville Advisors, LLC | +7,600 | +34.5% | 29,600 |
| Evanson Financial, LLC | +4,574 | +25.3% | 22,671 |
| D.A. DAVIDSON & CO. | +1,890 | +2.6% | 74,339 |
| IFP Advisors, Inc | +1,565 | +55.9% | 4,366 |
| NOVEM GROUP | +982 | +6.2% | 16,825 |
| FIDUCIARY FINANCIAL GROUP, LLC | +361 | +3.4% | 11,042 |
| Prospera Financial Services Inc | +355 | +3.2% | 11,420 |
| Farther Finance Advisors, LLC | +254 | +37.9% | 924 |
| Kaizen Financial Strategies | +105 | +0.8% | 13,318 |
| Stonebridge Financial Group, LLC / | +48 | +0.6% | 8,431 |
| Cedar Mountain Advisors, LLC | +43 | +2.0% | 2,221 |
| Planning Strategies Inc. | +36 | +1.1% | 3,199 |
| West Financial Advisors, LLC | +3 | +2.5% | 122 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CUSHING ASSET MANAGEMENT, LP dba NX | -417,000 | -24.9% | 1,259,900 |
| MOODY NATIONAL BANK TRUST DIVISION | -3,369 | -61.7% | 2,089 |
| Convergence Financial, LLC | -3,075 | -35.4% | 5,609 |
| PFG Investments, LLC | -2,909 | -9.1% | 29,201 |
| Avidian Wealth Enterprises, LLC | -1,123 | -10.3% | 9,830 |
| HB Wealth Management, LLC | -1,099 | -11.1% | 8,840 |
| Samalin Investment Counsel, LLC | -756 | -2.0% | 37,804 |
| FIRST HORIZON CORP | -271 | -60.6% | 176 |
| HM PAYSON & CO | -150 | -11.8% | 1,121 |
| Bogart Wealth, LLC | -105 | -41.2% | 150 |
| CVFG LLC | -100 | -0.5% | 21,630 |