Signals

← Signals

☆WES

356 in-universe funds with a nonzero position in WES within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1139
Score / z0.043 / 0.05
Consensus141.88 over 248 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 1,385.4 8.1% 3 +0.5 pp +0.3 pp +8.1 pp +8.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 936.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 438.2 1.9% 3 +0.4 pp +0.3 pp +1.9 pp +1.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 377.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 337.3 4.3% 3 +0.6 pp +0.5 pp +4.3 pp +4.3 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 327.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 255.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 223.4 9.2% 3 -0.2 pp -1.2 pp +9.2 pp +9.2 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 215.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amplify Investments, LLC CIK 0001632494 0.000 26 161.2 3.7% 2 +0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 154.1 3.5% 3 +0.5 pp +0.4 pp +3.5 pp +3.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 138.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 118.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 103.6 0.1% 3 +0.0 pp +0.0 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 88.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fractal Investments LLC CIK 0001843590 0.851 80 62.3 8.7% 3 +0.4 pp +0.6 pp +8.7 pp +8.7 pp
☆CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 60.9 3.5% 3 +0.7 pp +0.7 pp +3.5 pp +3.5 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 59.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 58.9 1.8% 3 +0.0 pp -0.0 pp +1.8 pp +1.8 pp
☆Recurrent Investment Advisors LLC CIK 0001803146 0.719 71 52.9 3.9% 3 -0.2 pp -0.3 pp +3.9 pp +3.9 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 49.4 1.8% 3 -0.3 pp -1.2 pp +1.8 pp +1.8 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 47.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INFRASTRUCTURE CAPITAL ADVISORS, LLC CIK 0001621802 0.311 179 45.7 5.0% 3 +0.2 pp -2.1 pp +5.0 pp +5.0 pp
☆LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 43.0 9.7% 3 +0.5 pp +0.3 pp +9.7 pp +9.7 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 42.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 38.2 0.0% 3 -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 35.0 2.0% 2 -0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 31.9 0.1% 3 -0.0 pp -0.0 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 30.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 28.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 26.9 0.0% 2 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 26.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 25.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 24.5 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 22.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TERRIL BROTHERS, INC. CIK 0000314169 0.673 71 15.9 4.2% 3 -0.6 pp -1.2 pp +4.2 pp +4.2 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 15.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 14.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 14.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 13.5 1.8% 3 +0.1 pp -0.0 pp +1.8 pp +1.8 pp
☆Knollwood Investment Advisory, LLC CIK 0001999346 0.406 270 11.9 1.1% 3 +0.1 pp -0.0 pp +1.1 pp +1.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 11.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 11.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 10.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 10.8 2.7% 3 -0.2 pp -0.2 pp +2.7 pp +2.7 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 9.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 9.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Empirical Finance, LLC CIK 0001572838 0.574 505 9.4 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 9.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 9.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 8.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Heronetta Management, L.P. CIK 0001588225 0.831 15 8.2 4.7% 3 -0.2 pp -0.2 pp +4.7 pp +4.7 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 8.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Militia Capital Partners, LP CIK 0001837496 0.040 182 7.9 3.0% 4 -0.7 pp -0.7 pp +2.9 pp +3.0 pp
☆RR Advisors, LLC CIK 0001322613 0.626 25 7.2 2.2% 3 -2.0 pp -2.0 pp +2.2 pp +2.2 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 6.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Ellsworth Advisors, LLC CIK 0001843553 0.117 182 6.5 1.3% 3 +0.1 pp +0.0 pp +1.3 pp +1.3 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 6.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 5.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 5.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.8 0.0% 3 -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% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lavaca Capital LLC CIK 0001641447 0.622 345 4.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 4.0 0.8% 3 -0.2 pp -0.2 pp +0.8 pp +0.8 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 3.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 2.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GraniteShares Advisors LLC CIK 0001839545 0.113 90 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 2.6 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆DIVIDEND ASSETS CAPITAL, LLC CIK 0001365167 0.331 137 2.4 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestcor Inc CIK 0001536925 0.400 1189 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.0 0.0% 4 -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% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 1.8 0.5% 3 -0.3 pp -0.4 pp +0.5 pp +0.5 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.8 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 1.7 0.0% 3 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 1.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 1.7 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 1.4 0.0% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 1.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 1.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.4 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 1.3 0.0% 3 +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% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.2 0.0% 3 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.2 0.0% 3 -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 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 1.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AMERICAN FINANCIAL GROUP INC (AFG, AFGB, AFGC, AFGD, AFGE) CIK 0001042046 0.422 73 1.0 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Nicholas Wealth, LLC. CIK 0001911391 0.168 127 1.0 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.0 0.0% 3 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.9 0.0% 3 +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% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 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
☆SL ADVISORS, LLC CIK 0001680365 0.506 32 0.0 0.0% 0 -1.9 pp -1.7 pp -1.7 pp -1.5 pp
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☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 +0.0 pp -2.6 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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