WIW institutional holders

WESTERN AST INFL LKD OPP & I · 13F, 2026Q2

Managers holding100
Shares held23,160,981
Reported value$194.6m
Quarter flows15 new, 40 added, 18 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY7,634,301$64.1m0.0%
Allspring Global Investments Holdings, LLC1,075,268$9.0m0.0%
PenderFund Capital Management Ltd.998,747$8.4m1.1%
Invesco Ltd.903,565$7.6m0.0%
RIVERNORTH CAPITAL MANAGEMENT, LLC875,999$7.4m0.3%
BANK OF AMERICA CORP /DE/793,312$6.7m0.0%
GUGGENHEIM CAPITAL LLC775,910$6.5m0.0%
Saba Capital Management, L.P.753,909$6.3m0.2%
1607 Capital Partners, LLC708,052$5.9m0.5%
Baird Financial Group, Inc.576,774$4.8m0.0%
LPL Financial LLC566,854$4.8m0.0%
HighTower Advisors, LLC491,394$4.1m0.0%
CAPSTONE INVESTMENT ADVISORS, LLC462,748$3.9m0.0%
Atlas Wealth LLC415,617$3.5m0.5%
GatePass Capital, LLC381,650$3.2m1.2%
FIRST TRUST ADVISORS LP375,031$3.2m0.0%
Waterloo Capital, L.P.361,156$3.0m0.2%
OSAIC HOLDINGS, INC.287,983$2.4m0.0%
RAYMOND JAMES FINANCIAL INC287,724$2.4m0.0%
RIVERBRIDGE PARTNERS LLC252,005$2.1m0.1%
STIFEL FINANCIAL CORP243,461$2.0m0.0%
Matisse Capital230,000$1.9m0.8%
TrueMark Investments, LLC204,141$1.7m0.2%
Advisors Asset Management, Inc.195,523$1.6m0.0%
Atala Financial Inc192,584$1.6m1.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("WIW"). WIW price history · All 13F data

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