ALPS ADVISORS INC WES holdings history
WESTERN MIDSTREAM PARTNERS L · CUSIP 958669103 · CIK 1376113
As of 2026-06-30, ALPS ADVISORS INC reported 36.63M WES (shares), valued at $1.60B, or 7.52% of its reported non-derivative portfolio. Filed 2026-07-29.
Verify history & sources →Shares decreased 5.20%; reported value increased 0.77%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 7.52% | 36,629,600 | SEC filing ↗Filed Jul 29, 2026Combination report |
| Q1 2026 | 7.49% | 38,637,354 | SEC filing ↗Filed May 8, 2026Combination report |
| Q4 2025 | 8.07% | 35,074,357 | SEC filing ↗Filed Feb 12, 2026Combination report |
| Q3 2025 | 7.61% | 34,774,726 | SEC filing ↗Filed Nov 5, 2025Combination report |
| Q2 2025 | 7.74% | 34,675,907 | SEC filing ↗Filed Aug 11, 2025Combination report |
| Q1 2025 | 8.03% | 33,824,487 | SEC filing ↗Filed Apr 30, 2025Combination report |
| Q4 2024 | 7.62% | 31,423,596 | SEC filing ↗Filed Feb 13, 2025Combination report |
| Q3 2024 | 7.26% | 28,371,183 | SEC filing ↗Filed Nov 12, 2024Combination report |
| Q2 2024 | 7.61% | 27,903,294 | SEC filing ↗Filed Aug 13, 2024Combination report |
| Q1 2024 | 7.59% | 30,144,527 | SEC filing ↗Filed May 14, 2024Combination report |
| Q4 2023 | 7.44% | 32,322,784 | SEC filing ↗Filed Feb 14, 2024Combination report |
| Q3 2023 | 7.57% | 33,519,544 | SEC filing ↗Filed Nov 14, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 7.57% | 33,519,544 | $912.74M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 7.44% | 32,322,784 | $945.76M | Shares decreased 3.57%; reported value increased 3.62%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 7.59% | 30,144,527 | $1.07B | Shares decreased 6.74%; reported value increased 13.31%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 7.61% | 27,903,294 | $1.11B | Shares decreased 7.43%; reported value increased 3.45%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 7.26% | 28,371,183 | $1.09B | Shares increased 1.68%; reported value decreased 2.09%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 7.62% | 31,423,596 | $1.21B | Shares increased 10.76%; reported value increased 11.25%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 8.03% | 33,824,487 | $1.39B | Shares increased 7.64%; reported value increased 14.73%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2025 |
| Q2 2025 | 7.74% | 34,675,907 | $1.34B | Shares increased 2.52%; reported value decreased 3.14%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 7.61% | 34,774,726 | $1.37B | Shares increased 0.28%; reported value increased 1.81%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2025 |
| Q4 2025 | 8.07% | 35,074,357 | $1.39B | Shares increased 0.86%; reported value increased 1.40%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 7.49% | 38,637,354 | $1.59B | Shares increased 10.16%; reported value increased 14.82%, and weight changed -0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 7.52% | 36,629,600 | $1.60B | Shares decreased 5.20%; reported value increased 0.77%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2026 |
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