13FBOX
WESTERN AST INFL LKD OPP & I · 13F 机构持仓分析
期权收益计算器 机构排行
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WESTERN AST INFL LKD OPP & I

WIW
持有机构数
100
机构合计市值 (Q2 2026)
$1.94亿
机构合计股数 (Q2 2026)
2,311.2万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+276.4万股
55 · 15 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-308.9万股
29 · 11 清仓 · ≈
⚖️ 净额
-32.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.94亿
持有机构数
100
新买入
15
加仓
40
减仓
18
清仓
11
持股不变
27
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#52$6,412.8万763.4万股$6,584.9万740.7万股+22.7万股+3.07%加仓
Allspring环球投资Allspring Global Investments Holdings, LLC
0.01%0.02%#37$903.2万107.5万股$909.7万107.5万股00.00%持仓不变
PenderFund Capital Management Ltd.
1.08%1.36%#3$838.9万99.9万股$865.6万102.3万股-2.4万股-2.39%减仓
景顺Invesco Ltd.
<0.01%<0.01%#67$759.0万90.4万股$778.9万92.1万股-1.7万股-1.86%减仓
RIVERNORTH CAPITAL MANAGEMENT, LLC
0.35%0.41%#8$735.8万87.6万股$815.1万96.3万股-8.7万股-9.08%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#71$666.4万79.3万股$658.2万77.8万股+1.5万股+1.97%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.04%0.06%#25$651.8万77.6万股$736.6万87.1万股-9.5万股-10.89%减仓
Saba 资本管理Saba Capital Management, L.P.
0.17%0.03%#16$633.3万75.4万股$118.9万14.1万股+61.3万股+436.27%加仓
1607 Capital Partners, LLC
0.52%0.73%#6$594.8万70.8万股$1,009.3万119.3万股-48.5万股-40.65%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#45$484.5万57.7万股$471.0万55.7万股+2.0万股+3.59%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#60$476.2万56.7万股$567.0万67.0万股-10.3万股-15.43%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#51$412.8万49.1万股$414.6万49.0万股+1,336股+0.27%加仓
Capstone投资顾问CAPSTONE INVESTMENT ADVISORS, LLC
<0.01%0.01%#50$388.7万46.3万股$391.5万46.3万股00.00%持仓不变
Atlas Wealth LLC
0.5%#7$349.1万41.6万股$00股+41.6万股新买入
GatePass Capital, LLC
1.22%0.38%#2$320.6万38.2万股$82.2万9.7万股+28.4万股+292.64%加仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#56$315.0万37.5万股$298.8万35.3万股+2.2万股+6.18%加仓
Waterloo Capital, L.P.
0.17%#15$303.4万36.1万股$00股+36.1万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#53$241.9万28.8万股$239.0万28.3万股+5,421股+1.92%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#66$241.7万28.8万股$213.1万25.2万股+3.6万股+14.24%加仓
RIVERBRIDGE 合伙人RIVERBRIDGE PARTNERS LLC
0.06%0.05%#23$211.7万25.2万股$207.2万24.5万股+7,131股+2.91%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#57$204.5万24.3万股$224.6万26.6万股-2.2万股-8.30%减仓
Matisse Capital
0.77%0.83%#5$193.2万23.0万股$194.6万23.0万股00.00%持仓不变
TrueMark Investments, LLC
0.21%0.31%#13$171.5万20.4万股$161.3万19.1万股+1.3万股+7.07%加仓
顾问资产管理Advisors Asset Management, Inc.
0.03%#31$164.2万19.6万股$00股+19.6万股新买入
Atala Financial Inc
0.99%1.1%#4$161.8万19.3万股$163.1万19.3万股00.00%持仓不变
顶峰金融Summit Financial, LLC
0.02%0.02%#36$145.8万17.4万股$119.1万14.1万股+3.3万股+23.25%加仓
Closed-End Fund Advisors, Inc.
1.29%1.35%#1$132.0万15.7万股$132.3万15.6万股+755股+0.48%加仓
Wakefield Asset Management LLLP
0.28%0.27%#9$126.4万15.0万股$100.5万11.9万股+3.2万股+26.63%加仓
NWF Advisory Services Inc.
0.11%0.15%#19$121.5万14.5万股$132.4万15.6万股-1.2万股-7.54%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#87$116.3万13.8万股$42.7万5.0万股+8.8万股+174.31%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.02%#47$113.5万13.5万股$507.9万60.0万股-46.5万股-77.50%减仓
ROBERTS GLORE & CO INC /IL/
0.26%0.29%#10$103.9万12.4万股$104.3万12.3万股+465股+0.38%加仓
Wolverine资产管理WOLVERINE ASSET MANAGEMENT LLC
0.01%<0.01%#39$101.1万12.0万股$35.6万4.2万股+7.8万股+185.78%加仓
Dynamic Advisor Solutions LLC
0.03%0.03%#30$96.8万11.5万股$91.7万10.8万股+6,839股+6.31%加仓
Ionic Capital Management LLC
0.14%0.11%#17$96.4万11.5万股$144.2万17.0万股-5.6万股-32.66%减仓
Cutler Capital Management, LLC
0.24%0.29%#12$94.1万11.2万股$89.8万10.6万股+5,900股+5.56%加仓
GRACE & WHITE INC /NY
0.13%0.15%#18$82.3万9.8万股$82.9万9.8万股00.00%持仓不变
奥本海默公司OPPENHEIMER & CO INC
0.01%0.01%#40$77.7万9.3万股$72.6万8.6万股+6,700股+7.81%加仓
PFG 投资PFG Investments, LLC
0.03%0.03%#29$70.9万8.4万股$71.4万8.4万股+3股+0.00%加仓
TWIN FOCUS CAPITAL PARTNERS, LLC
0.07%0.08%#20$70.1万8.3万股$70.6万8.3万股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#68$63.4万7.5万股$57.9万6.8万股+7,039股+10.28%加仓
HBW ADVISORY SERVICES LLC
0.06%0.06%#24$60.9万7.3万股$61.4万7.3万股00.00%持仓不变
Janney Montgomery Scott LLC
<0.01%<0.01%#59$59.0万7.0万股$80.5万9.5万股-2.5万股-26.21%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#88$58.5万7.0万股$57.5万6.8万股+1,579股+2.32%加仓
ROBINSON CAPITAL MANAGEMENT, LLC
0.26%0.25%#11$57.9万6.9万股$59.0万6.9万股00.00%持仓不变
XTX资本XTX Topco Ltd
0.01%#42$57.2万6.8万股$00股+6.8万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#86$54.8万6.5万股$47.9万5.7万股+8,553股+15.10%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#89$53.0万6.3万股$55.3万6.5万股-2,270股-3.47%减仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#65$40.8万4.9万股$44.4万5.3万股-3,913股-7.45%减仓
PVG ASSET MANAGEMENT CORP
0.2%0.27%#14$34.9万4.2万股$46.1万5.4万股-1.3万股-23.77%减仓

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