AI Holders Summary · Q2 2026

388 institutions reported WES in Q2 2026. ALPS ADVISORS INC leads at 24.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

ALPS ADVISORS INC

CIK 0001376113

$1.6B36.6M7.52%Q2 2026 02

Invesco Ltd.

CIK 0000914208

$1.1B24.1M0.08%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$929M21.2M0.05%Q2 2026 04

Blackstone Inc.

CIK 0001393818

$454M10.4M1.38%Q2 2026 05

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

CIK 0001705339

$378M8.6M0.45%Q2 2026 06

GOLDMAN SACHS GROUP INC

CIK 0000886982

$373M8.5M0.03%Q2 2026 07

TORTOISE CAPITAL ADVISORS, L.L.C.

CIK 0001280965

$285M6.5M2.89%Q2 2026 08

Neuberger Berman Group LLC

CIK 0001465109

$271M6.2M0.18%Q2 2026 09

CHICKASAW CAPITAL MANAGEMENT LLC

CIK 0001276460

$230M5.6M8.12%Q1 2026 10

KAYNE ANDERSON CAPITAL ADVISORS LP

CIK 0000949615

$172M3.9M3.37%Q2 2026 11

UBS Group AG

CIK 0001610520

$156M3.6M0.02%Q2 2026 12

Clearbridge Investments, LLC

CIK 0001348883

$119M2.7M0.10%Q2 2026 13

WESTWOOD HOLDINGS GROUP INC

CIK 0001165002

$96M2.2M0.72%Q2 2026 14

BNP PARIBAS FINANCIAL MARKETS

CIK 0001166588

$87M2.0M0.03%Q2 2026 15

MILLER HOWARD INVESTMENTS INC /NY

CIK 0000903947

$72M1.6M1.91%Q2 2026 16

ING GROEP NV

CIK 0001039765

$69M1.6M0.34%Q2 2026 17

Fractal Investments LLC

CIK 0001843590

$67M1.5M7.70%Q2 2026 18

BANK OF AMERICA CORP /DE/

CIK 0000070858

$60M1.4M0.00%Q2 2026 19

BARCLAYS PLC

CIK 0000312069

$58M1.3M0.01%Q2 2026 20

BERKLEY W R CORP

CIK 0000011544

$55M1.3M2.55%Q2 2026

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