DOSSIER · 13F Holders · Q2 2026
WEA

WESTERN ASSET PREMIER BD FD

44 institutions still hold WESTERN ASSET PREMIER BD FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 957664105·44 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$69M
visible holders
Holders
44
filers reporting
Concentration
33.91%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

44 institutions reported WEA in Q2 2026. MORGAN STANLEY leads at 33.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$23M2.2M0.00%Q2 2026
02
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$10M911K0.20%Q1 2026
03
Allspring Global Investments Holdings, LLC
CIK 0001890906
$5M490K0.01%Q2 2026
04
LPL Financial LLC
CIK 0001403438
$4M421K0.00%Q2 2026
05
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M363K0.00%Q2 2026
06
Whipplewood Advisors, LLC
CIK 0002052510
$4M357K2.56%Q2 2026
07
1607 Capital Partners, LLC
CIK 0001436866
$3M261K0.24%Q2 2026
08
Private Advisor Group, LLC
CIK 0001567755
$2M209K0.01%Q2 2026
09
Fiera Capital Corp
CIK 0001505817
$2M190K0.01%Q2 2026
10
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$1M133K0.01%Q2 2026
11
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$1M129K0.04%Q2 2026
12
Kestra Advisory Services, LLC
CIK 0001830819
$1M119K0.00%Q2 2026
13
Invesco Ltd.
CIK 0000914208
$1M114K0.00%Q2 2026
14
ProVise Management Group, LLC
CIK 0001305707
$1M112K0.08%Q2 2026
15
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1M111K0.00%Q2 2026
16
INVICTUS PRIVATE WEALTH, LLC
CIK 0001939208
$1M107K0.06%Q2 2026
17
Insight Wealth Partners, LLC
CIK 0001627003
$851K80K0.11%Q2 2026
18
Advisory Services Network, LLC
CIK 0001573876
$745K70K0.01%Q2 2026
19
Integrated Wealth Concepts LLC
CIK 0001737109
$594K56K0.00%Q2 2026
20
RIVERBRIDGE PARTNERS LLC
CIK 0001112325
$532K50K0.01%Q2 2026
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Insiders at WESTERN ASSET PREMIER BD FD
Olson Ronald LSiart William E BFuller KennethWestern Asset Management CoWalsh Stephen AGerken R JayNelson James VKarpinski Marie K