Western Asset Premier BondWEA
13F holders, Q1 2026 (March 31)35holders −3
3new positions
5sold out
$10.58avg. 13F price*
At the end of Q1 2026, 35 institutions reported holding Western Asset Premier Bond (WEA) in their 13F filings, down 3 from Q4 2025. 3 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($22.3M), Sit Investment Associates Inc. ($9.6M) and Allspring Global Investments Holdings, LLC ($5.2M).
- Company
- Western Asset Premier Bond
- CUSIP
- 957664105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $202K |
| Exits | 5 | $1.3M |
All 13F filers, Q4 2025 → Q1 2026: 450,884 shares bought and 263,706 shares sold, net +187,178 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Morgan Stanley | 0.00% | Add +7.1% | 2,106,991 | $22.3M |
| Sit Investment Associates Inc. | 0.20% | Reduce -7.0% | 910,502 | $9.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | No change | 489,939 | $5.2M |
| LPL Financial LLC | 0.00% | Add +27.8% | 414,976 | $4.4M |
| Whipplewood Advisors, LLC | 2.03% | Add +0.8% | 369,988 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Add +47.2% | 348,573 | $3.7M |
| 1607 Capital Partners, LLC | 0.25% | Add +25.8% | 321,607 | $3.4M |
| Private Advisor Group, LLC | 0.01% | Add +0.1% | 225,284 | $2.4M |
| Guggenheim Capital LLC | 0.02% | Reduce -16.4% | 224,641 | $2.4M |
| Fiera Capital Corp | 0.01% | Reduce -4.5% | 183,679 | $1.9M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +0.2% | 131,065 | $1.4M |
| Bank of America Corp. | 0.00% | Add +4.1% | 119,289 | $1.3M |
| ProVise Management Group, LLC | 0.09% | Reduce -2.9% | 118,381 | $1.3M |
| Invesco Ltd. | 0.00% | Reduce -0.2% | 117,326 | $1.2M |
| Invictus Private Wealth, LLC | 0.07% | Add +5.1% | 104,282 | $1.1M |
| Insight Wealth Partners, LLC | 0.37% | Reduce -8.7% | 86,574 | $916K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.5% | 69,938 | $740K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.4% | 55,191 | $584K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.6% | 30,453 | $322K |
| M Holdings Securities, Inc. | 0.02% | Reduce -0.3% | 24,493 | $259K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.1% | 24,075 | $255K |
| Medallion Wealth Advisors, LLC | 0.06% | No change | 18,413 | $195K |
| Smith Asset Management Co., LLC | 0.17% | Add +22.8% | 18,367 | $194K |
| Melfa Wealth Management, Inc. | 0.10% | No change | 17,281 | $183K |
| Royal Bank of Canada | 0.00% | Add +28.1% | 14,712 | $156K |
| Calamos Advisors LLC | 0.00% | New | 13,759 | $146K |
| Wells Fargo & Company | 0.00% | Add +6.0% | 8,795 | $93K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 8,229 | $87K |
| Fifth Third Bancorp | 0.00% | New | 5,050 | $53K |
| UBS Group AG | 0.00% | Reduce -4.9% | 4,225 | $45K |
| IFP Advisors, Inc | 0.00% | Reduce -90.1% | 1,082 | $11K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.6% | 523 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 271 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 270 | $3K |
| Wolverine Asset Management LLC | 0.00% | Reduce -91.1% | 241 | $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.