DOSSIER · 13F Holders · Q1 2026
HIX

WESTERN ASSET HIGH INCOM FD

91 institutions still hold WESTERN ASSET HIGH INCOM FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 95766J102·91 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$60M
visible holders
Holders
91
filers reporting
Concentration
26.86%
UBS Group AG #1
top holder share
AI Holders Summary · Q1 2026

91 institutions reported HIX in Q1 2026. UBS Group AG leads at 26.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$16M4.0M0.00%Q1 2026
02
Penserra Capital Management LLC
CIK 0001593324
$10M2.5M0.11%Q1 2026
03
MORGAN STANLEY
CIK 0000895421
$7M1.6M0.00%Q1 2026
04
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M1.2M0.00%Q1 2026
05
Invesco Ltd.
CIK 0000914208
$4M915K0.00%Q1 2026
06
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$3M659K0.02%Q1 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M640K0.00%Q1 2026
08
GraniteShares Advisors LLC
CIK 0001839545
$2M596K1.71%Q1 2026
09
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2M524K0.00%Q1 2026
10
Rockefeller Capital Management L.P.
CIK 0001739439
$2M512K0.00%Q1 2026
11
NWF Advisory Services Inc.
CIK 0002045735
$2M456K0.21%Q1 2026
12
Shaker Financial Services, LLC
CIK 0001511794
$1M300K0.42%Q1 2026
13
OPPENHEIMER & CO INC
CIK 0000822581
$927K223K0.01%Q4 2025
14
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$734K184K0.00%Q1 2026
15
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$613K154K0.00%Q1 2026
16
ROBINSON CAPITAL MANAGEMENT, LLC
CIK 0001599795
$594K148K0.25%Q1 2026
17
MELFA WEALTH MANAGEMENT, INC.
CIK 0001962465
$503K126K0.29%Q1 2026
18
LPL Financial LLC
CIK 0001403438
$463K116K0.00%Q1 2026
19
World Investment Advisors
CIK 0001652594
$400K101K0.01%Q1 2026
20
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$318K80K0.01%Q1 2026
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Insiders at WESTERN ASSET HIGH INCOM FD
Grillo AnthonyKamerick Eileen ACronin Daniel P