Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
342 institutional managers reported holding WES for the quarter ended Mar 31, 2026. Together they hold about 42% of shares outstanding; the top 10 hold 30%. 51 opened new positions; 32 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Alps Advisors INC | 38.64M | 9.81% | $1.59B | added +10.2% | ≤2013 |
| Invesco | 24.05M | 6.11% | $990.8M | added +1.5% | 2016 Q1 |
| Mirae Asset Global Etfs Holdings LTD. | 8.87M | 2.25% | $365.4M | added +7.1% | 2018 Q3 |
| Tortoise Capital Advisors, L.l.c. | 8.78M | 2.23% | $361.7M | added +2.8% | ≤2013 |
| Goldman Sachs | 8.76M | 2.22% | $360.9M | trimmed -8.4% | ≤2013 |
| Blackstone | 8.76M | 2.22% | $360.7M | trimmed -21.1% | 2020 Q2 |
| Neuberger Berman Group LLC | 6.28M | 1.60% | $258.9M | trimmed -3% | ≤2013 |
| Chickasaw Capital Management LLC | 5.58M | 1.42% | $229.8M | trimmed -1.4% | ≤2013 |
| Morgan Stanley | 4.55M | 1.16% | $187.5M | trimmed -16.5% | ≤2013 |
| Kayne Anderson Capital Advisors LP (focused) | 3.92M | 0.99% | $161.4M | unchanged | ≤2013 |
| UBS | 3.72M | 0.94% | $153.4M | added +6.3% | ≤2013 |
| Clearbridge Investments, LLC | 2.62M | 0.67% | $108.1M | unchanged | ≤2013 |
| Westwood Holdings Group INC | 2.14M | 0.54% | $88.3M | added +4867.7% | 2022 Q4 |
| BNP Paribas Financial Markets | 2.11M | 0.54% | $86.8M | added +40.5% | 2015 Q3 |
| Cushing Asset Management, LP dba NXG Investment Management | 1.68M | 0.43% | $69.1M | added +8.8% | 2020 Q4 |
| ING Groep NV | 1.59M | 0.40% | $65.4M | added +121.8% | 2025 Q4 |
| Miller Howard Investments INC /NY | 1.58M | 0.40% | $65.3M | added +6.3% | 2015 Q4 |
| Fractal Investments LLC | 1.58M | 0.40% | $65.0M | unchanged | 2021 Q4 |
| Berkley W R CORP | 1.27M | 0.32% | $52.2M | added +42.8% | 2025 Q3 |
| Infrastructure Capital Advisors, LLC | 1.23M | 0.31% | $50.9M | added +6.7% | 2020 Q1 |
| Recurrent Investment Advisors LLC | 1.13M | 0.29% | $46.8M | trimmed -15.2% | 2020 Q4 |
| Bank OF America CORP /DE/ | 1.13M | 0.29% | $46.5M | trimmed -49.6% | ≤2013 |
| Cibc Bancorp USA INC. | 1.07M | 0.27% | $44.2M | added +32.6% | 2014 Q1 |
| Eagle Global Advisors LLC | 1.06M | 0.27% | $43.8M | trimmed -15% | 2020 Q4 |
| Barclays PLC | 1.06M | 0.27% | $43.8M | unchanged | ≤2013 |
| Stifel Financial CORP | 983.9k | 0.25% | $40.5M | added +1.6% | ≤2013 |
| Longfellow Investment Management CO LLC | 914.5k | 0.23% | $37.7M | trimmed -16.1% | 2022 Q2 |
| First Trust Advisors LP | 907.8k | 0.23% | $37.4M | added +38.7% | 2014 Q2 |
| Wells Fargo & COMPANY/MN | 838.6k | 0.21% | $34.5M | added +8.3% | ≤2013 |
| Brookfield CORP /ON/ | 671.0k | 0.17% | $27.6M | trimmed -1.5% | 2016 Q1 |
| Natixis Advisors, LLC | 669.1k | 0.17% | $27.6M | unchanged | 2025 Q4 |
| Texas Yale Capital CORP. | 632.8k | 0.16% | $26.1M | added +2.2% | ≤2013 |
| Raymond James Financial INC | 555.7k | 0.14% | $22.9M | trimmed -1.3% | 2014 Q3 |
| Empowered Funds, LLC | 473.0k | 0.12% | $19.5M | added +99.8% | 2024 Q4 |
| Allianz Asset Management GmbH | 443.5k | 0.11% | $18.3M | added +90.1% | 2020 Q4 |
| Empirical Finance, LLC | 442.2k | 0.11% | $18.2M | added +86.8% | 2025 Q2 |
| Terril Brothers, INC. | 405.2k | 0.10% | $16.7M | added +0.9% | 2019 Q4 |
| HRT Financial LP | 403.3k | 0.10% | $16.6M | trimmed -28.5% | 2023 Q4 |
| Catalyst Capital Advisors LLC | 401.8k | 0.10% | $16.6M | added +8.6% | 2019 Q1 |
| Adams Asset Advisors, LLC | 342.1k | 0.09% | $14.1M | unchanged | 2014 Q4 |
| Jennison Associates LLC | 319.4k | 0.08% | $13.2M | trimmed -14.8% | 2020 Q4 |
| Knollwood Investment Advisory, LLC | 301.0k | 0.08% | $12.4M | unchanged | 2022 Q4 |
| LPL Financial LLC | 299.9k | 0.08% | $12.4M | added +2.4% | ≤2013 |
| Jump Financial | 294.8k | 0.07% | $12.1M | trimmed -23% | 2023 Q1 |
| Susquehanna Portfolio Strategies, LLC | 288.6k | 0.07% | $11.9M | unchanged | 2025 Q2 |
| Sovereign Investment Advisors, LLC | 274.5k | 0.07% | $11.3M | unchanged | 2020 Q3 |
| Exchange Traded Concepts, LLC | 269.7k | 0.07% | $11.1M | trimmed -2.5% | 2023 Q2 |
| Slotnik Capital, LLC (focused) | 262.6k | 0.07% | $10.8M | unchanged | 2025 Q4 |
| Waverly Advisors, LLC | 253.3k | 0.06% | $10.4M | trimmed -28.8% | 2025 Q1 |
| Victory Capital Management INC | 249.6k | 0.06% | $10.3M | unchanged | 2025 Q3 |
Largest 50 of 342 shown; the full ranked, searchable register is at boothcheck.com/holders/WES. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.