Western Asset Premier Bond Fund
WEA- Exchange
- NYSE
- SEC CIK
- 0001163792
No open-market purchases or sales by Western Asset Premier Bond Fund insiders were filed in the last 90 days; 40 institutions reported holding it in 13F filings for Q2 2026, worth $73.2M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Western Asset Premier Bond Fund as of Jun 30, 2025. 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
- 41
- 0 vs. Q1 2025
- Shares held
- 6.17M
- +413.5K (+7.2%) vs. Q1 2025
- Total value
- $67.0M
- +$437.1K (+0.7%) vs. Q1 2025
- New holders
- 2
- 20 more added
- Sold out
- 2
- 11 more reduced
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WEA 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 | 40 | $73.2M |
| Q1 2026 | 36 | $69.7M |
| Q4 2025 | 39 | $70.6M |
| Q3 2025 | 40 | $72.9M |
| Q2 2025 | 41 | $67.0M |
| Q1 2025 | 41 | $66.5M |
| Q4 2024 | 42 | $61.7M |
| Q3 2024 | 42 | $60.6M |
| Q2 2024 | 43 | $56.1M |
| Q1 2024 | 44 | $56.2M |
| Q4 2023 | 39 | $64.2M |
| Q3 2023 | 40 | $60.5M |
| Q2 2023 | 40 | $60.5M |
| Q1 2023 | 40 | $56.6M |
| Q4 2022 | 37 | $55.7M |
| Q3 2022 | 40 | $46.4M |
| Q2 2022 | 39 | $47.2M |
| Q1 2022 | 42 | $48.2M |
| Q4 2021 | 34 | $51.4M |
| Q3 2021 | 35 | $51.6M |
| Q2 2021 | 32 | $49.0M |
| Q1 2021 | 29 | $48.7M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Western Asset Premier Bond Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,855,692 | $20.1M | 0.00% | +152,633+9.0% | Added |
| Sit Investment Associates Inc | 705,730 | $7.66M | 0.16% | +11,619+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 524,049 | $5.69M | 0.01% | −20,242−3.7% | Reduced |
| 1607 Capital Partners, LLC | 334,079 | $3.62M | 0.29% | −3,068−0.9% | Reduced |
| LPL Financial LLC | 281,597 | $3.06M | 0.00% | +1,822+0.7% | Added |
| Whipplewood Advisors, LLC | 271,845 | $2.95M | 1.62% | +186,821+219.7% | Added |
| Guggenheim Capital LLC | 233,034 | $2.53M | 0.02% | +21,132+10.0% | Added |
| Consolidated Portfolio Review Corp | 219,140 | $2.38M | 0.33% | −8,327−3.7% | Reduced |
| Private Advisor Group, LLC | 215,741 | $2.34M | 0.01% | +21,566+11.1% | Added |
| Raymond James Financial Inc | 190,635 | $2.07M | 0.00% | +18,438+10.7% | Added |
| Fiera Capital Corp | 149,654 | $1.62M | 0.01% | −2,825−1.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 135,820 | $1.47M | 0.06% | +3,142+2.4% | Added |
| ProVise Management Group, LLC | 132,389 | $1.44M | 0.11% | +1,602+1.2% | Added |
| Bank of America Corp | 116,077 | $1.26M | 0.00% | +7,416+6.8% | Added |
| Invesco Ltd. | 95,727 | $1.04M | 0.00% | +5,416+6.0% | Added |
| Invictus Private Wealth, LLC | 92,820 | $1.01M | 0.07% | +40,520+77.5% | Added |
| Insight Wealth Partners, LLC | 91,513 | $992.9K | 0.55% | +750+0.8% | Added |
| StoneX Group Inc. | 82,862 | $903.0K | 0.04% | +1,748+2.2% | Added |
| Advisory Services Network, LLC | 73,043 | $791.0K | 0.01% | +8,067+12.4% | Added |
| IFP Advisors, Inc | 68,148 | $739.4K | 0.02% | −1,977−2.8% | Reduced |
| Cetera Investment Advisers | 59,975 | $650.7K | 0.00% | −1,190−1.9% | Reduced |
| Integrated Wealth Concepts LLC | 58,083 | $630.2K | 0.01% | −255−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 29,468 | $320.0K | 0.00% | −1,109−3.6% | Reduced |
| Janney Montgomery Scott LLC | 25,160 | $273.0K | 0.00% | −3,200−11.3% | Reduced |
| Benjamin Edwards Inc | 19,370 | $210.2K | 0.00% | +90+0.5% | Added |
| Medallion Wealth Advisors, LLC | 18,413 | $199.9K | 0.08% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 17,281 | $187.5K | 0.12% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 12,429 | $134.9K | 0.12% | +556+4.7% | Added |
| Wells Fargo & Company | 12,417 | $134.7K | 0.00% | −1,198−8.8% | Reduced |
| PFG Investments, LLC | 12,029 | $130.5K | 0.01% | +23+0.2% | Added |
| Royal Bank of Canada | 11,335 | $123.0K | 0.00% | +28+0.2% | Added |
| Wolverine Asset Management LLC | 9,150 | $99.3K | 0.00% | +9,150 | New |
| Comerica Bank | 3,750 | $40.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,714 | $40.3K | 0.00% | −10,003−72.9% | Reduced |
| Harbour Investments, Inc. | 3,647 | $39.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3,419 | $37.1K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,428 | $15.5K | 0.00% | +1,428 | New |
| Advisor Group Holdings, Inc. | 1,372 | $14.9K | 0.00% | +693+102.1% | Added |
| FNY Investment Advisers, LLC | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 271 | $2.94K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $11 | 0.00% | – | – |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −17,016−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −10,724−100.0% | Sold out |