WESTERN ASSET PREMIER BOND FUND (WEA) — Institutional Holders, Q2 2026
40 institutional investment managers reported a WEA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $73.2M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WEA in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- SIT INVESTMENT ASSOCIATESAdded · +131,520 sh+$1.4M
- Kestra Advisory ServicesNew · +119,116 sh+$1.3M
- MORGAN STANLEYAdded · +87,217 sh+$928.9K
- RIVERBRIDGE PARTNERSNew · +49,913 sh+$531.6K
- WOLVERINE ASSET MANAGEMENTNew · +41,242 sh+$439.2K
Biggest sellers
- GUGGENHEIM CAPITALTrimmed · -91,440 sh-$973.8K
- 1607 Capital PartnersTrimmed · -60,551 sh-$644.9K
- M SecuritiesSold out · -24,493 sh-$260.9K
- Private Advisor GroupTrimmed · -16,495 sh-$175.7K
- Whipplewood AdvisorsTrimmed · -12,954 sh-$138.0K
WEA 13F holders ranked 1–40 of 40
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 2,194,208 sh | 2,194,208 | $23.4M | <0.01% | +4.1% |
| 2 | SIT INVESTMENT ASSOCIATES#2 · 1,042,022 sh | 1,042,022 | $11.1M | 0.21% | +14.4% |
| 3 | Allspring Global Investments#3 · 489,939 sh | 489,939 | $5.2M | <0.01% | 0.0% |
| 4 | LPL Financial#4 · 421,073 sh | 421,073 | $4.5M | <0.01% | +1.5% |
| 5 | RAYMOND JAMES FINANCIAL#5 · 363,067 sh | 363,067 | $3.9M | <0.01% | +4.2% |
| 6 | Whipplewood Advisors#6 · 357,034 sh | 357,034 | $3.8M | — | -3.5% |
| 7 | 1607 Capital Partners#7 · 261,056 sh | 261,056 | $2.8M | 0.24% | -18.8% |
| 8 | Private Advisor Group#8 · 208,789 sh | 208,789 | $2.2M | 0.01% | -7.3% |
| 9 | Fiera Capital#9 · 189,721 sh | 189,721 | $2.0M | <0.01% | +3.3% |
| 10 | GUGGENHEIM CAPITAL#10 · 133,201 sh | 133,201 | $1.4M | <0.01% | -40.7% |
| 11 | Hennion & Walsh Asset Management#11 · 129,183 sh | 129,183 | $1.4M | — | -1.4% |
| 12 | Kestra Advisory Services#12 · 119,116 sh | 119,116 | $1.3M | <0.01% | New |
| 13 | Invesco Ltd.#13 · 114,442 sh | 114,442 | $1.2M | <0.01% | -2.5% |
| 14 | ProVise Management Group#14 · 112,412 sh | 112,412 | $1.2M | 0.08% | -5.0% |
| 15 | BANK OF AMERICA#15 · 110,907 sh | 110,907 | $1.2M | <0.01% | -7.0% |
| 16 | INVICTUS PRIVATE WEALTH#16 · 107,395 sh | 107,395 | $1.1M | 0.06% | +3.0% |
| 17 | Insight Wealth Partners#17 · 79,951 sh | 79,951 | $851.5K | — | -7.7% |
| 18 | Advisory Services Network#18 · 69,941 sh | 69,941 | $744.9K | <0.01% | 0.0% |
| 19 | Integrated Wealth Concepts#19 · 55,754 sh | 55,754 | $593.8K | <0.01% | +1.0% |
| 20 | RIVERBRIDGE PARTNERS#20 · 49,913 sh | 49,913 | $531.6K | 0.01% | New |
| 21 | WOLVERINE ASSET MANAGEMENT#21 · 41,242 sh | 41,242 | $439.2K | <0.01% | New |
| 22 | Calamos Advisors#22 · 37,330 sh | 37,330 | $397.6K | <0.01% | +171.3% |
| 23 | COMMONWEALTH EQUITY SERVICES#23 · 31,057 sh | 31,057 | $330.8K | <0.01% | +2.0% |
| 24 | CITADEL ADVISORS#24 · 28,238 sh | 28,238 | $300.7K | 0.00% | New |
| 25 | Janney Montgomery Scott#25 · 24,068 sh | 24,068 | $256.0K | <0.01% | 0.0% |
| 26 | Smith Asset Management#26 · 18,367 sh | 18,367 | $195.6K | — | 0.0% |
| 27 | MELFA WEALTH MANAGEMENT#27 · 17,281 sh | 17,281 | $184.0K | 0.10% | 0.0% |
| 28 | ROYAL BANK OF CANADA#28 · 14,264 sh | 14,264 | $152.0K | 0.00% | -3.0% |
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#29 · 10,052 sh | 10,052 | $107.1K | 0.00% | New |
| 30 | WELLS FARGO & COMPANY#30 · 8,543 sh | 8,543 | $91.0K | 0.00% | -2.9% |
| 31 | HARBOUR INVESTMENTS#31 · 8,229 sh | 8,229 | $87.6K | <0.01% | 0.0% |
| 32 | Medallion Wealth Advisors#32 · 6,280 sh | 6,280 | $66.9K | 0.02% | -65.9% |
| 33 | FIFTH THIRD BANCORP#33 · 5,050 sh | 5,050 | $53.8K | <0.01% | 0.0% |
| 34 | UBS Group AG#34 · 4,303 sh | 4,303 | $45.8K | 0.00% | +1.8% |
| 35 | Noble Wealth Management PBC#35 · 3,650 sh | 3,650 | $38.9K | — | New |
| 36 | OSAIC#36 · 3,023 sh | 3,023 | $32.2K | 0.00% | +478.0% |
| 37 | IFP Advisors#37 · 894 sh | 894 | $9.5K | — | -17.4% |
| 38 | Geneos Wealth Management#38 · 271 sh | 271 | $2.9K | <0.01% | 0.0% |
| 39 | HIGHLINE WEALTH PARTNERS#39 · 270 sh | 270 | $2.9K | — | 0.0% |
| 40 | HUNTINGTON NATIONAL BANK#40 · 1 sh | 1 | $11.00 | 0.00% | 0.0% |
Funds that sold out of WEA in Q2 2026 (1)
Held WEA at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| M Securities24,493 sh | 24,493 | $259.0K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.