Western Asset Emerging Markets Debt Fund Inc.
EMD- Exchange
- NYSE
- SEC CIK
- 0001227862
No open-market purchases or sales by Western Asset Emerging Markets Debt Fund Inc. insiders were filed in the last 90 days; 98 institutions reported holding it in 13F filings for Q2 2026, worth $212.8M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Western Asset Emerging Markets Debt Fund Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 94
- −1 vs. Q3 2023
- Shares held
- 23.6M
- −310.0K (−1.3%) vs. Q3 2023
- Total value
- $218.9M
- +$18.9M (+9.5%) vs. Q3 2023
- New holders
- 18
- 24 more added
- Sold out
- 19
- 32 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EMD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 98 | $212.8M |
| Q1 2026 | 101 | $202.0M |
| Q4 2025 | 100 | $220.8M |
| Q3 2025 | 99 | $221.1M |
| Q2 2025 | 98 | $222.6M |
| Q1 2025 | 102 | $221.1M |
| Q4 2024 | 113 | $219.7M |
| Q3 2024 | 99 | $227.2M |
| Q2 2024 | 96 | $212.6M |
| Q1 2024 | 92 | $213.0M |
| Q4 2023 | 94 | $218.9M |
| Q3 2023 | 96 | $203.7M |
| Q2 2023 | 88 | $211.5M |
| Q1 2023 | 92 | $206.0M |
| Q4 2022 | 96 | $216.6M |
| Q3 2022 | 91 | $184.1M |
| Q2 2022 | 92 | $200.3M |
| Q1 2022 | 94 | $247.1M |
| Q4 2021 | 95 | $270.6M |
| Q3 2021 | 94 | $285.4M |
| Q2 2021 | 96 | $297.2M |
| Q1 2021 | 93 | $286.0M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Western Asset Emerging Markets Debt Fund Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 3 | $28 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 47 | $434 | 0.00% | +1+2.2% | Added |
| Sound Income Strategies, LLC | 80 | $737 | 0.00% | +80 | New |
| Dakota Community Bank & Trust NA | 100 | $921 | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 137 | $1.26K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 165 | $1.37K | 0.00% | +4+2.5% | Added |
| The PNC Financial Services Group, Inc. | 315 | $2.90K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 509 | $4.69K | 0.00% | +509 | New |
| Steward Partners Investment Advisory, LLC | 528 | $4.86K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 810 | $7.46K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,039 | $10.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,708 | $15.7K | 0.00% | −10,134−85.6% | Reduced |
| NBC Securities, Inc. | 2,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,000 | $18.4K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2,114 | $19.5K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,000 | $27.6K | 0.00% | +3,000 | New |
| Peoples Bank | 3,500 | $32.2K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,500 | $32.2K | 0.01% | +3,500 | New |
| Carolinas Wealth Consulting LLC | 3,705 | $34.1K | 0.01% | +107+3.0% | Added |
| US Bancorp | 5,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,070 | $46.7K | 0.00% | +4,709+1,304.4% | Added |
| Spire Wealth Management | 5,206 | $46.8K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 5,178 | $47.7K | 0.01% | +5,178 | New |
| Harbour Investments, Inc. | 5,446 | $50.2K | 0.00% | −294−5.1% | Reduced |
| National Bank of Canada | 8,819 | $80.7K | 0.00% | +3,143+55.4% | Added |
| Wetherby Asset Management Inc | 10,000 | $92.1K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,023 | $93.0K | 0.00% | +10,023 | New |
| Moloney Securities Asset Management, LLC | 10,340 | $95.2K | 0.02% | +10,340 | New |
| Waterfront Wealth Inc. | 10,357 | $95.4K | 0.03% | +147+1.4% | Added |
| Occidental Asset Management, LLC | 10,497 | $96.7K | 0.02% | +10,497 | New |
| Cambridge Investment Research Advisors, Inc. | 10,578 | $97.0K | 0.00% | +10,578 | New |
| Coldstream Capital Management Inc | 10,865 | $100.1K | 0.00% | −551−4.8% | Reduced |
| Nomura Holdings Inc | 11,250 | $103.6K | 0.00% | +11,250 | New |
| Envestnet Asset Management Inc | 11,655 | $107.3K | 0.00% | +967+9.0% | Added |
| Klingman & Associates, LLC | 12,581 | $115.9K | 0.01% | −1,000−7.4% | Reduced |
| Uncommon Cents Investing LLC | 12,900 | $118.8K | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,507 | $124.4K | 0.00% | +13,507 | New |
| CTC Alternative Strategies, Ltd. | 15,180 | $139.8K | 0.29% | +15,180 | New |
| D.A. Davidson & Co. | 16,000 | $147.4K | 0.00% | +4,700+41.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 16,138 | $151.0K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 16,928 | $155.9K | 0.00% | −18,057−51.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17,095 | $157.4K | 0.02% | +335+2.0% | Added |
| Evergreen Capital Management LLC | 17,908 | $164.9K | 0.01% | −2,346−11.6% | Reduced |
| We Are One Seven, LLC | 18,323 | $168.8K | 0.01% | −892−4.6% | Reduced |
| Thrivent Financial for Lutherans | 19,083 | $176.0K | 0.00% | −12,000−38.6% | Reduced |
| Advisor Resource Council | 19,453 | $179.2K | 0.02% | +19,453 | New |
| Commonwealth Equity Services, LLC | 19,762 | $182.0K | 0.00% | −1,022−4.9% | Reduced |
| Seed Wealth Management, Inc. | 19,900 | $182.1K | 0.18% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 20,850 | $192.0K | 0.07% | +20,850 | New |
| Ironsides Asset Advisors, LLC | 23,971 | $220.8K | 0.10% | −434−1.8% | Reduced |
| SFI Advisors, LLC | 24,334 | $224.1K | 0.19% | +24,334 | New |
| Wedbush Securities Inc | 24,744 | $228.0K | 0.01% | +5,700+29.9% | Added |
| Comerica Bank | 27,082 | $249.4K | 0.00% | −2,278−7.8% | Reduced |
| Park Avenue Securities LLC | 27,523 | $253.0K | 0.00% | −3,479−11.2% | Reduced |
| Sowell Financial Services LLC | 28,337 | $261.0K | 0.01% | 00.0% | Unchanged |
| Gould Asset Management LLC | 35,965 | $331.2K | 0.09% | +3,035+9.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 36,049 | $332.0K | 0.21% | −7,934−18.0% | Reduced |
| Advisor OS, LLC | 36,675 | $337.8K | 0.04% | −1,224−3.2% | Reduced |
| Samalin Investment Counsel, LLC | 38,519 | $354.8K | 0.18% | −17,685−31.5% | Reduced |
| Shaker Financial Services, LLC | 45,779 | $421.6K | 0.17% | −20,091−30.5% | Reduced |
| Axxcess Wealth Management, LLC | 46,949 | $432.4K | 0.01% | −320−0.7% | Reduced |
| Stifel Financial Corp | 47,892 | $441.1K | 0.00% | +329+0.7% | Added |
| Mariner, LLC | 48,740 | $448.9K | 0.00% | −1,940−3.8% | Reduced |
| Stephens Inc | 52,252 | $481.2K | 0.01% | +1,652+3.3% | Added |
| Janney Montgomery Scott LLC | 64,505 | $594.0K | 0.00% | −8,618−11.8% | Reduced |
| Mutual Advisors, LLC | 65,381 | $602.2K | 0.02% | −9,511−12.7% | Reduced |
| Camelot Portfolios, LLC | 82,431 | $759.2K | 0.45% | +19,037+30.0% | Added |
| GWM Advisors LLC | 86,800 | $784.7K | 0.01% | +4,400+5.3% | Added |
| Landscape Capital Management, L.L.C. | 106,470 | $980.6K | 0.09% | +89,878+541.7% | Added |
| Penn Mutual Asset Management, LLC | 114,079 | $1.05M | 0.81% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 124,962 | $1.15M | 0.02% | −8,176−6.1% | Reduced |
| Royal Bank of Canada | 146,479 | $1.35M | 0.00% | −18,164−11.0% | Reduced |
| Advisors Asset Management, Inc. | 149,270 | $1.37M | 0.03% | +139,270+1,392.7% | Added |
| Raymond James & Associates | 151,799 | $1.40M | 0.00% | −1,552−1.0% | Reduced |
| Guggenheim Capital LLC | 232,146 | $2.14M | 0.02% | −21,030−8.3% | Reduced |
| Cetera Investment Advisers | 247,828 | $2.28M | 0.02% | −32,061−11.5% | Reduced |
| Cohen & Steers, Inc. | 260,000 | $2.40M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 285,336 | $2.63M | 0.00% | +15,583+5.8% | Added |
| Ameriprise Financial Inc | 301,805 | $2.78M | 0.00% | −12,282−3.9% | Reduced |
| LPL Financial LLC | 304,266 | $2.80M | 0.00% | −47,007−13.4% | Reduced |
| Rareview Capital LLC | 311,651 | $2.87M | 2.64% | +311,651 | New |
| Raymond James Financial Services Advisors, Inc. | 397,686 | $3.66M | 0.01% | +23,614+6.3% | Added |
| Advisor Group Holdings, Inc. | 402,304 | $3.71M | 0.01% | −420,017−51.1% | Reduced |
| Glovista Investments LLC | 445,960 | $4.11M | 1.91% | −21,668−4.6% | Reduced |
| National Asset Management, Inc. | 510,119 | $4.70M | 0.13% | +48,934+10.6% | Added |
| UBS Group AG | 534,422 | $4.92M | 0.00% | −162,042−23.3% | Reduced |
| PenderFund Capital Management Ltd. | 419,136 | $5.12M | 1.67% | +11,836+2.9% | Added |
| Wells Fargo & Company | 719,729 | $6.63M | 0.00% | +114,263+18.9% | Added |
| Allspring Global Investments Holdings, LLC | 891,948 | $8.21M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 954,099 | $8.79M | 0.00% | +35,230+3.8% | Added |
| Penserra Capital Management LLC | 1,176,985 | $10.8M | 0.20% | +81,457+7.4% | Added |
| Rivernorth Capital Management, LLC | 1,611,246 | $14.8M | 0.71% | −88,736−5.2% | Reduced |
| Pathstone Holdings, LLC | 1,827,226 | $16.8M | 0.09% | +1,827,226 | New |
| Morgan Stanley | 9,750,091 | $89.8M | 0.01% | −1,830,971−15.8% | Reduced |
| Simplify Asset Management Inc. | 0 | $0 | 0.00% | −165,500−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −80,347−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −70,367−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −61,435−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,615−100.0% | Sold out |