Western Asset Premier BondWEA

13F holders, Q4 2025 (December 31)
38holders −1
3new positions
4sold out
$11.03avg. 13F price*

At the end of Q4 2025, 38 institutions reported holding Western Asset Premier Bond (WEA) in their 13F filings, down 1 from Q3 2025. 3 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($21.7M), Sit Investment Associates Inc. ($10.8M) and Allspring Global Investments Holdings, LLC ($5.4M).

Company
Western Asset Premier Bond
CUSIP
957664105
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 43Q1 2024Q2 2024: 42Q2 2024Q3 2024: 41Q3 2024Q4 2024: 41Q4 2024Q1 2025: 40Q1 2025Q2 2025: 40Q2 2025Q3 2025: 39Q3 2025Q4 2025: 38Q4 2025Q1 2026: 35Q1 2026Q2 2026: 39Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions3$226K
Exits4$2.9M

All 13F filers, Q3 2025 → Q4 2025: 366,943 shares bought and 449,657 shares sold, net −82,714 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 38 holders

Morgan Stanley 0.00% Add +1.4% 1,967,120 $21.7M
Sit Investment Associates Inc. 0.21% Add +5.3% 979,214 $10.8M
Allspring Global Investments Holdings, LLC 0.01% Reduce -0.0% 489,939 $5.4M
Whipplewood Advisors, LLC 2.60% Add +34.1% 366,867 $4.0M
LPL Financial LLC 0.00% Add +15.0% 324,644 $3.6M
Guggenheim Capital LLC 0.02% Add +24.6% 268,770 $3.0M
1607 Capital Partners, LLC 0.19% Reduce -16.6% 255,736 $2.8M
Raymond James Financial Inc. 0.00% Reduce -0.4% 236,818 $2.6M
Private Advisor Group, LLC 0.01% Add +0.5% 225,124 $2.5M
Fiera Capital Corp 0.01% Add +20.4% 192,435 $2.1M
Hennion & Walsh Asset Management, Inc. 0.05% Reduce -3.1% 130,790 $1.4M
ProVise Management Group, LLC 0.10% Reduce -7.0% 121,925 $1.3M
Invesco Ltd. 0.00% Add +11.9% 117,609 $1.3M
Bank of America Corp. 0.00% Reduce -1.7% 114,544 $1.3M
Invictus Private Wealth, LLC 0.07% Add +34.1% 99,197 $1.1M
Insight Wealth Partners, LLC 0.44% Add +0.5% 94,848 $1.0M
Advisory Services Network, LLC 0.01% Add +0.0% 71,712 $791K
StoneX Group Inc. 0.03% Reduce -24.6% 67,582 $745K
Integrated Wealth Concepts LLC 0.01% No change 55,391 $611K
Commonwealth Equity Services, LLC 0.00% Add +0.2% 28,848 $318K
M Holdings Securities, Inc. 0.02% Add +3.6% 24,576 $271K
Janney Montgomery Scott LLC 0.00% Add +2.1% 22,275 $246K
Medallion Wealth Advisors, LLC 0.07% No change 18,413 $203K
Melfa Wealth Management, Inc. 0.11% No change 17,281 $191K
Cetera Investment Advisers 0.00% Reduce -72.5% 16,920 $187K
Smith Asset Management Co., LLC 0.14% Add +10.5% 14,963 $165K
Susquehanna International Group, LLP 0.00% New 14,934 $165K
PFG Investments, LLC 0.01% Reduce -13.1% 13,083 $144K
Royal Bank of Canada 0.00% Add +0.3% 11,482 $127K
IFP Advisors, Inc 0.00% Reduce -83.0% 10,904 $120K
Wells Fargo & Company 0.00% Reduce -36.8% 8,294 $91K
Harbour Investments, Inc. 0.00% Add +124.3% 8,179 $90K
UBS Group AG 0.00% Add +29.3% 4,441 $49K
Comerica Bank 0.00% No change 3,750 $41K
Coston, McIsaac & Partners 0.01% New 2,823 $31K
Wolverine Asset Management LLC 0.00% New 2,700 $30K
Osaic Holdings, Inc. 0.00% Add +21.6% 635 $7K
Geneos Wealth Management Inc. 0.00% No change 271 $3K

"% of holder's portfolio" is WEA's weight in each manager's 13F, not the share of Western Asset Premier Bond the manager owns.