13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
WEA

WESTERN ASSET PREMIER BD FD

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

CUSIP 957664105·39 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.0%
vs prior quarter
13F value held
$59M
66.0% inst. owned
of float
Holders
39
-22 QoQ
filers reporting
Activity
+33 / −42
+867 added · −768 reduced
this quarter
Concentration
37.93%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

39 institutions reported WEA in Q1 2026. MORGAN STANLEY leads at 37.9% of the visible book. -22 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$22M2.1M0.00%Q1 202602
Allspring Global Investments Holdings, LLC
CIK 0001890906
$5M490K0.01%Q1 202603
LPL Financial LLC
CIK 0001403438
$4M415K0.00%Q1 202604
Whipplewood Advisors, LLC
CIK 0002052510
$4M370K2.03%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M349K0.00%Q1 202606
1607 Capital Partners, LLC
CIK 0001436866
$3M322K0.25%Q1 202607
Private Advisor Group, LLC
CIK 0001567755
$2M225K0.01%Q1 202608
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$2M225K0.02%Q1 202609
Fiera Capital Corp
CIK 0001505817
$2M184K0.01%Q1 202610
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$1M131K0.05%Q1 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1M119K0.00%Q1 202612
ProVise Management Group, LLC
CIK 0001305707
$1M118K0.09%Q1 202613
Invesco Ltd.
CIK 0000914208
$1M117K0.00%Q1 202614
INVICTUS PRIVATE WEALTH, LLC
CIK 0001939208
$1M104K0.07%Q1 202615
Insight Wealth Partners, LLC
CIK 0001627003
$915,95787K0.13%Q1 202616
Advisory Services Network, LLC
CIK 0001573876
$739,94870K0.01%Q1 202617
Integrated Wealth Concepts LLC
CIK 0001737109
$583,92155K0.00%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$322,19030K0.00%Q1 202619
Medallion Wealth Advisors, LLC
CIK 0002131139
$194,80918K0.06%Q1 202620
Smith Asset Management Co., LLC
CIK 0002068217
$194,32318K0.17%Q1 2026
Page 1 of 2
19 more holders available. Log in →