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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $11 | 0.00% | – | – |
| Geneos Wealth Management Inc. | 271 | $2.94K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,372 | $14.9K | 0.00% | +693+102.1% | Added |
| Ameritas Advisory Services, LLC | 1,428 | $15.5K | 0.00% | +1,428 | New |
| Beacon Capital Management, LLC | 3,419 | $37.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,647 | $39.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,714 | $40.3K | 0.00% | −10,003−72.9% | Reduced |
| Comerica Bank | 3,750 | $40.7K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 9,150 | $99.3K | 0.00% | +9,150 | New |
| Royal Bank of Canada | 11,335 | $123.0K | 0.00% | +28+0.2% | Added |
| PFG Investments, LLC | 12,029 | $130.5K | 0.01% | +23+0.2% | Added |
| Wells Fargo & Company | 12,417 | $134.7K | 0.00% | −1,198−8.8% | Reduced |
| Smith Asset Management Co., LLC | 12,429 | $134.9K | 0.12% | +556+4.7% | Added |
| Melfa Wealth Management, LLC | 17,281 | $187.5K | 0.12% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 18,413 | $199.9K | 0.08% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 19,370 | $210.2K | 0.00% | +90+0.5% | Added |
| Janney Montgomery Scott LLC | 25,160 | $273.0K | 0.00% | −3,200−11.3% | Reduced |
| Commonwealth Equity Services, LLC | 29,468 | $320.0K | 0.00% | −1,109−3.6% | Reduced |
| Integrated Wealth Concepts LLC | 58,083 | $630.2K | 0.01% | −255−0.4% | Reduced |
| Cetera Investment Advisers | 59,975 | $650.7K | 0.00% | −1,190−1.9% | Reduced |
| IFP Advisors, Inc | 68,148 | $739.4K | 0.02% | −1,977−2.8% | Reduced |
| Advisory Services Network, LLC | 73,043 | $791.0K | 0.01% | +8,067+12.4% | Added |
| StoneX Group Inc. | 82,862 | $903.0K | 0.04% | +1,748+2.2% | Added |
| Insight Wealth Partners, LLC | 91,513 | $992.9K | 0.55% | +750+0.8% | Added |
| Invictus Private Wealth, LLC | 92,820 | $1.01M | 0.07% | +40,520+77.5% | Added |
| Invesco Ltd. | 95,727 | $1.04M | 0.00% | +5,416+6.0% | Added |
| Bank of America Corp | 116,077 | $1.26M | 0.00% | +7,416+6.8% | Added |
| ProVise Management Group, LLC | 132,389 | $1.44M | 0.11% | +1,602+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 135,820 | $1.47M | 0.06% | +3,142+2.4% | Added |
| Fiera Capital Corp | 149,654 | $1.62M | 0.01% | −2,825−1.9% | Reduced |
| Raymond James Financial Inc | 190,635 | $2.07M | 0.00% | +18,438+10.7% | Added |
| Private Advisor Group, LLC | 215,741 | $2.34M | 0.01% | +21,566+11.1% | Added |
| Consolidated Portfolio Review Corp | 219,140 | $2.38M | 0.33% | −8,327−3.7% | Reduced |
| Guggenheim Capital LLC | 233,034 | $2.53M | 0.02% | +21,132+10.0% | Added |
| Whipplewood Advisors, LLC | 271,845 | $2.95M | 1.62% | +186,821+219.7% | Added |
| LPL Financial LLC | 281,597 | $3.06M | 0.00% | +1,822+0.7% | Added |
| 1607 Capital Partners, LLC | 334,079 | $3.62M | 0.29% | −3,068−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 524,049 | $5.69M | 0.01% | −20,242−3.7% | Reduced |
| Sit Investment Associates Inc | 705,730 | $7.66M | 0.16% | +11,619+1.7% | Added |
| Morgan Stanley | 1,855,692 | $20.1M | 0.00% | +152,633+9.0% | Added |
| 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 |