Holdings in WES
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$2,621,970 |
66,379 |
+1.5%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$2,569,919 |
65,409 |
+1.4%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$2,496,885 |
64,519 |
-10.7%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$2,958,909 |
72,239 |
-11.4%
|
Shares |
Defined |
2025-05-12 |
| 2024-12-31 |
$3,131,622 |
81,489 |
-0.0%
|
Shares |
Defined |
2025-02-13 |
| 2024-09-30 |
$3,117,807 |
81,490 |
+0.0%
|
Shares |
Defined |
2024-11-13 |
| 2024-06-30 |
$3,237,557 |
81,489 |
-18.8%
|
Shares |
Defined |
2024-08-13 |
| 2024-03-31 |
$3,568,934 |
100,392 |
+22.5%
|
Shares |
Defined |
2024-05-13 |
| 2023-12-31 |
$2,398,705 |
81,979 |
-15.1%
|
Shares |
Defined |
2024-02-13 |
| 2023-09-30 |
$2,630,118 |
96,589 |
-10.1%
|
Shares |
Defined |
2023-11-13 |
| 2023-06-30 |
$2,850,077 |
107,469 |
-58.3%
|
Shares |
Defined |
2023-08-11 |
| 2023-03-31 |
$6,802,932 |
257,980 |
-16.3%
|
Shares |
Defined |
2023-08-11 |
| 2022-12-31 |
$8,280,244 |
308,389 |
-11.4%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$8,762,196 |
348,259 |
-11.3%
|
Shares |
Defined |
2022-11-10 |
| 2022-06-30 |
$9,543,862 |
392,590 |
-12.6%
|
Shares |
Defined |
2022-08-12 |
| 2022-03-31 |
$11,330,337 |
449,260 |
+4.5%
|
Shares |
Defined |
2022-05-13 |
| 2021-12-31 |
$9,569,931 |
429,723 |
+13.5%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$7,938,034 |
378,723 |
+108.4%
|
Shares |
Defined |
2022-02-14 |
| 2021-06-30 |
$3,893,491 |
181,769 |
-46.7%
|
Shares |
Defined |
2021-08-13 |
| 2021-03-31 |
$6,338,056 |
340,939 |
+88.4%
|
Shares |
Defined |
2021-05-14 |
| 2020-12-31 |
$2,500,576 |
180,939 |
-63.9%
|
Shares |
Defined |
2021-02-08 |
| 2020-09-30 |
$4,015,240 |
501,905 |
+4.3%
|
Shares |
Defined |
2020-11-13 |
| 2020-06-30 |
$4,833,306 |
481,405 |
-1.2%
|
Shares |
Defined |
2020-08-24 |
| 2020-03-31 |
$1,578,226 |
487,107 |
—
|
Shares |
Defined |
2020-05-14 |
