Signals

← Signals

☆WES

298 in-universe funds with a nonzero position in WES within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23900
Score / z-0.084 / -0.13
Consensus120.94 over 208 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 1,366.3 7.6% 2 -0.1 pp +7.6 pp +7.6 pp +7.6 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 954.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 355.5 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 338.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 300.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 289.8 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 256.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 230.2 9.4% 2 -1.0 pp +9.4 pp +9.4 pp +9.4 pp
☆Amplify Investments, LLC CIK 0001632494 0.000 26 138.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 134.3 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 131.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 108.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 87.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 73.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 72.6 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 58.2 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Fractal Investments LLC CIK 0001843590 0.851 80 57.7 8.3% 2 +0.2 pp +8.3 pp +8.3 pp +8.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 57.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 54.9 2.1% 2 -0.9 pp +2.1 pp +2.1 pp +2.1 pp
☆Recurrent Investment Advisors LLC CIK 0001803146 0.718 71 53.3 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 49.9 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 41.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 40.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INFRASTRUCTURE CAPITAL ADVISORS, LLC CIK 0001621802 0.311 179 39.2 4.8% 2 -2.3 pp +4.8 pp +4.8 pp +4.8 pp
☆LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 38.7 9.2% 2 -0.3 pp +9.2 pp +9.2 pp +9.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 38.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BERKLEY W R CORP (WRB, WRB-PE, WRB-PF, WRB-PG, WRB-PH) CIK 0000011544 0.000 2 34.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 31.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 29.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 22.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 22.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 19.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 18.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RR Advisors, LLC CIK 0001322613 0.626 25 17.8 4.2% 2 +0.0 pp +4.2 pp +4.2 pp +4.2 pp
☆TERRIL BROTHERS, INC. CIK 0000314169 0.673 71 15.8 4.8% 2 -0.6 pp +4.8 pp +4.8 pp +4.8 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 15.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 12.9 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 12.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Knollwood Investment Advisory, LLC CIK 0001999346 0.406 270 11.8 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 11.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 10.8 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 10.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heronetta Management, L.P. CIK 0001588225 0.831 15 9.0 4.9% 2 -0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 8.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 7.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Militia Capital Partners, LP CIK 0001837496 0.040 182 7.9 3.8% 3 +0.0 pp +3.7 pp +3.8 pp +3.8 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 7.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 7.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 7.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Finance, LLC CIK 0001572838 0.574 505 6.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 6.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 5.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 5.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ellsworth Advisors, LLC CIK 0001843553 0.117 182 5.4 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 5.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 4.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 3.7 0.0% 1 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 2.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVIDEND ASSETS CAPITAL, LLC CIK 0001365167 0.331 137 2.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELCO Management Co., LLC CIK 0001690717 0.251 174 2.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 2.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 2.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 1.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 1.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Wealth, LLC. CIK 0001911391 0.168 127 1.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBERT D MASON INC CIK 0001169318 0.145 139 1.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN FINANCIAL GROUP INC (AFG, AFGB, AFGC, AFGD, AFGE) CIK 0001042046 0.422 73 1.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SL ADVISORS, LLC CIK 0001680365 0.505 32 1.0 1.9% 4 +0.2 pp +0.2 pp +0.4 pp +1.9 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bollard Group LLC CIK 0001556218 0.801 308 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.299 149 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Penbrook Management LLC CIK 0001381055 0.184 101 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just WES). Qtrs Held counts distinct quarters this fund has actually held WES (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WES position size. Δ columns are the percentage-point change in WES's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status