Holdings in WES
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$2,839,299 |
71,881 |
-0.8%
|
Shares |
Sole |
2026-01-29 |
| 2025-09-30 |
$2,846,639 |
72,452 |
+6.5%
|
Shares |
Sole |
2025-10-22 |
| 2025-06-30 |
$2,633,302 |
68,044 |
+17.1%
|
Shares |
Sole |
2025-07-30 |
| 2025-03-31 |
$2,379,735 |
58,099 |
+20.3%
|
Shares |
Sole |
2025-04-28 |
| 2024-12-31 |
$1,856,399 |
48,306 |
+8.1%
|
Shares |
Sole |
2025-01-31 |
| 2024-09-30 |
$1,710,375 |
44,704 |
+30.0%
|
Shares |
Sole |
2024-11-13 |
| 2024-06-30 |
$1,366,116 |
34,385 |
+58.9%
|
Shares |
Sole |
2024-08-01 |
| 2024-03-31 |
$769,230 |
21,638 |
-16.5%
|
Shares |
Sole |
2024-05-13 |
| 2023-12-31 |
$757,863 |
25,901 |
-0.8%
|
Shares |
Sole |
2024-02-09 |
| 2023-09-30 |
$710,675 |
26,099 |
-0.2%
|
Shares |
Sole |
2023-11-08 |
| 2023-06-30 |
$693,630 |
26,155 |
+2.0%
|
Shares |
Sole |
2023-08-11 |
| 2023-03-31 |
$676,311 |
25,647 |
+9.3%
|
Shares |
Sole |
2023-04-25 |
| 2022-12-31 |
$630,169 |
23,470 |
+25.6%
|
Shares |
Sole |
2023-02-03 |
| 2022-09-30 |
$470,114 |
18,685 |
+0.5%
|
Shares |
Sole |
2022-11-07 |
| 2022-06-30 |
$452,117 |
18,598 |
—
|
Shares |
Sole |
2022-07-28 |
