DOSSIER · 13F Holders · Q1 2026
HYI

WESTERN ASSET HIGH YIELD DEF

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

CUSIP 95768B107·48 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$35M
visible holders
Holders
48
filers reporting
Concentration
16.24%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

48 institutions reported HYI in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 16.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M527K0.00%Q1 2026
02
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$4M399K0.03%Q1 2026
03
Uncommon Cents Investing LLC
CIK 0001729754
$3M295K0.73%Q1 2026
04
Shaker Financial Services, LLC
CIK 0001511794
$3M274K1.02%Q1 2026
05
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 0001316187
$3M246K0.31%Q1 2026
06
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$3M237K0.02%Q1 2026
07
1607 Capital Partners, LLC
CIK 0001436866
$2M190K0.15%Q1 2026
08
Rockefeller Capital Management L.P.
CIK 0001739439
$2M174K0.00%Q1 2026
09
MORGAN STANLEY
CIK 0000895421
$1M117K0.00%Q1 2026
10
Logan Stone Capital, LLC
CIK 0001535521
$1M94K0.26%Q4 2025
11
Quarry LP
CIK 0001965207
$1M98K0.19%Q1 2026
12
WELLS FARGO & COMPANY/MN
CIK 0000072971
$988K92K0.00%Q1 2026
13
Capital Investment Advisors, LLC
CIK 0001582732
$969K91K0.01%Q1 2026
14
TFB Advisors LLC
CIK 0001965201
$892K84K0.47%Q1 2026
15
READYSTATE ASSET MANAGEMENT LP
CIK 0001900923
$735K66K0.03%Q4 2025
16
E&G Advisors, LP
CIK 0001598550
$675K63K0.15%Q1 2026
17
Invesco Ltd.
CIK 0000914208
$608K57K0.00%Q1 2026
18
CITADEL ADVISORS LLC
CIK 0001423053
$488K44K0.00%Q4 2025
19
Everstar Asset Management, LLC
CIK 0002023744
$471K44K0.25%Q1 2026
20
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$454K43K0.00%Q1 2026
Page 1 of 3
28 more holders available. Log in →
Insiders at WESTERN ASSET HIGH YIELD DEF
Grillo AnthonyCronin Daniel PLeech S. Kenneth