Holdings in WES
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$3,070,295 |
77,729 |
+12.8%
|
Shares |
Sole |
2026-02-06 |
| 2025-09-30 |
$2,707,081 |
68,900 |
-4.0%
|
Shares |
Sole |
2025-11-07 |
| 2025-06-30 |
$2,778,234 |
71,789 |
-30.6%
|
Shares |
Sole |
2025-08-11 |
| 2025-03-31 |
$4,239,564 |
103,505 |
+5.6%
|
Shares |
Sole |
2025-05-13 |
| 2024-12-31 |
$3,766,447 |
98,008 |
+3.6%
|
Shares |
Sole |
2025-02-07 |
| 2024-09-30 |
$3,619,357 |
94,599 |
+14.5%
|
Shares |
Sole |
2024-11-14 |
| 2024-06-30 |
$3,282,691 |
82,625 |
+4.7%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$2,804,326 |
78,884 |
+63.1%
|
Shares |
Sole |
2024-05-06 |
| 2023-12-31 |
$1,415,013 |
48,360 |
-6.5%
|
Shares |
Sole |
2024-02-12 |
| 2023-09-30 |
$1,407,736 |
51,698 |
+10.7%
|
Shares |
Sole |
2023-11-08 |
| 2023-06-30 |
$1,238,643 |
46,706 |
+25.1%
|
Shares |
Sole |
2023-08-14 |
| 2023-03-31 |
$984,866 |
37,348 |
+6.1%
|
Shares |
Sole |
2023-05-12 |
| 2022-12-31 |
$945,495 |
35,214 |
-3.5%
|
Shares |
Sole |
2023-02-09 |
| 2022-09-30 |
$917,761 |
36,477 |
-0.3%
|
Shares |
Sole |
2022-11-09 |
| 2022-06-30 |
$889,186 |
36,577 |
+2.6%
|
Shares |
Sole |
2022-08-10 |
| 2022-03-31 |
$898,815 |
35,639 |
-35.7%
|
Shares |
Sole |
2022-05-12 |
| 2021-12-31 |
$1,233,869 |
55,405 |
-27.2%
|
Shares |
Sole |
2022-02-10 |
| 2021-09-30 |
$1,595,202 |
76,107 |
+0.5%
|
Shares |
Sole |
2021-11-12 |
| 2021-06-30 |
$1,622,757 |
75,759 |
-0.2%
|
Shares |
Sole |
2021-08-06 |
| 2021-03-31 |
$1,411,241 |
75,914 |
+105.1%
|
Shares |
Sole |
2021-05-10 |
| 2020-09-30 |
$296,160 |
37,020 |
-6.0%
|
Shares |
Sole |
2020-11-13 |
| 2020-06-30 |
$395,445 |
39,387 |
+1.5%
|
Shares |
Sole |
2020-08-10 |
| 2020-03-31 |
$125,669 |
38,787 |
—
|
Shares |
Sole |
2020-05-21 |
