WESTERN ASSET PREMIER BOND (WEA) Institutional Shareholders
WESTERN ASSET PREMIER BOND (WEA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $62.45M in WEA holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of WEA tracked by InsiderSet, reporting ownership valued at approximately $22.29M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $22.00M, representing an estimated loss of -1.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed WEA value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Allspring Global Investments Holdings, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in WESTERN ASSET PREMIER BOND (WEA).
This page ranks the largest institutional WEA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
39
Total Reported Value
$62.45M
Largest Holder
Morgan Stanley
Largest Position
$22.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 2,106,991 | $22,291,967 | $21,996,986 | -$294,981 | -1.32% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 489,939 | $5,183,555 | $5,114,963 | -$68,592 | -1.32% | |
| Lpl Financial Llc | 0.00% | 414,976 | $4,390,442 | $4,332,349 | -$58,093 | -1.32% | |
| Whipplewood Advisors, Llc | 2.56% | 357,034 | $3,802,412 | $3,727,435 | -$74,977 | -1.97% | |
| Raymond James Financial Inc | 0.00% | 348,573 | $3,687,903 | $3,639,102 | -$48,801 | -1.32% | |
| 1607 Capital Partners, Llc | 0.25% | 321,607 | $3,402,602 | $3,357,577 | -$45,025 | -1.32% | |
| Guggenheim Capital Llc | 0.02% | 224,641 | $2,376,701 | $2,345,252 | -$31,449 | -1.32% | |
| Private Advisor Group, Llc | 0.01% | 208,789 | $2,223,610 | $2,179,757 | -$43,853 | -1.97% | |
| Fiera Capital Corp | 0.01% | 183,679 | $1,943,324 | $1,917,609 | -$25,715 | -1.32% | |
| Hennion & Walsh Asset Management, Inc. | 0.04% | 129,183 | $1,375,799 | $1,348,671 | -$27,128 | -1.97% | |
| Kestra Advisory Services, Llc | 0.00% | 119,116 | $1,268,588 | $1,243,571 | -$25,017 | -1.97% | |
| Bank Of America Corp | 0.00% | 119,289 | $1,262,080 | $1,245,377 | -$16,703 | -1.32% | |
| Provise Management Group, Llc | 0.09% | 118,381 | $1,252,471 | $1,235,898 | -$16,573 | -1.32% | |
| Invesco Ltd. | 0.00% | 117,326 | $1,241,309 | $1,224,883 | -$16,426 | -1.32% | |
| Medallion Wealth Advisors, Llc | 0.08% | 110,671 | $1,215,156 | $1,155,405 | -$59,751 | -4.92% | |
| Invictus Private Wealth, Llc | 0.06% | 107,395 | $1,143,757 | $1,121,204 | -$22,553 | -1.97% | |
| Insight Wealth Partners, Llc | 0.37% | 86,574 | $915,957 | $903,833 | -$12,124 | -1.32% | |
| Advisory Services Network, Llc | 0.01% | 69,938 | $739,948 | $730,153 | -$9,795 | -1.32% | |
| Integrated Wealth Concepts Llc | 0.00% | 55,191 | $583,921 | $576,194 | -$7,727 | -1.32% | |
| Riverbridge Partners Llc | 0.01% | 49,913 | $531,573 | $521,092 | -$10,481 | -1.97% | |
| Calamos Advisors Llc | 0.00% | 37,330 | $397,565 | $389,725 | -$7,840 | -1.97% | |
| Commonwealth Equity Services, Llc | 0.00% | 31,057 | $330,760 | $324,235 | -$6,525 | -1.97% | |
| Smith Asset Management Co., Llc | 0.15% | 18,367 | $195,609 | $191,751 | -$3,858 | -1.97% | |
| Melfa Wealth Management, Inc. | 0.10% | 17,281 | $184,044 | $180,414 | -$3,630 | -1.97% | |
| Royal Bank Of Canada | 0.00% | 14,712 | $156,000 | $153,593 | -$2,407 | -1.54% | |
| Wells Fargo & Company/Mn | 0.00% | 8,795 | $93,055 | $91,820 | -$1,235 | -1.33% | |
| Harbour Investments, Inc. | 0.00% | 8,229 | $87,063 | $85,911 | -$1,152 | -1.32% | |
| Fifth Third Bancorp | 0.00% | 5,050 | $53,429 | $52,722 | -$707 | -1.32% | |
| Ubs Group Ag | 0.00% | 4,225 | $44,701 | $44,109 | -$592 | -1.32% | |
| Noble Wealth Management Pbc | 0.02% | 3,650 | $38,873 | $38,106 | -$767 | -1.97% | |
| Sit Investment Associates Inc | 0.20% | 910,502 | $9,633 | $9,505,641 | +$9,496,008 | +98577.89% | |
| Ifp Advisors, Inc | 0.00% | 894 | $9,521 | $9,333 | -$188 | -1.97% | |
| Osaic Holdings, Inc. | 0.00% | 523 | $5,534 | $5,460 | -$74 | -1.34% | |
| Highline Wealth Partners Llc | 0.00% | 270 | $2,876 | $2,819 | -$57 | -1.99% | |
| Geneos Wealth Management Inc. | 0.00% | 271 | $2,867 | $2,829 | -$38 | -1.32% | |
| Wolverine Asset Management Llc | 0.00% | 241 | $2,550 | $2,516 | -$34 | -1.33% | |
| M Holdings Securities, Inc. | 0.02% | 24,493 | $259 | $255,707 | +$255,448 | +98628.54% | |
| Janney Montgomery Scott Llc | 0.00% | 24,075 | $255 | $251,343 | +$251,088 | +98465.88% | |
| Huntington National Bank | 0.00% | 1 | $11 | $10 | -$1 | -5.09% |
Frequently asked questions about WEA
Who owns the most WEA stock?
The largest holders of WEA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WESTERN ASSET PREMIER BOND (WEA).
Is WEA widely held by superinvestors?
Many widely followed stocks like WEA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WEA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.