Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WESTERN ASSET PREMIER BD FD (WEA)

37 + Investors. Track Smart Money conviction in WEA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
59%

Smart Money Signals — WEA

Based on 37 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their WEA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
37 funds currently hold this stock — 88% of the 3.0-year high of 42 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold WEA compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 59% buying

22 buying15 selling
Last quarter: 22 funds bought or added vs 15 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 2 → 1 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

78% of holders stayed for 2+ years

■ 78% conviction (2yr+) ■ 19% medium ■ 3% new
29 out of 37 hedge funds have held WEA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

7 → 3 → 2 → 1 → 3 new funds/Q
New funds entering each quarter: 3 → 2 → 1 → 3. WEA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 81% of holders stayed 2+ years

■ 81% veterans ■ 5% 1-2yr ■ 14% new
Of 37 current holders: 30 (81%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
7 of 37 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in WEA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WEA

In 2025 Q4, 22 hedge funds were net buyers of WEA (3 opened a new position, 19 added to an existing one), while 15 reduced or exited (11 trimmed, 4 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 40% of total institutional value in WEA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 37.

Hedge Fund Ownership: WEA

How many hedge funds hold WEA — quarterly history vs. share price
Quarterly hedge fund ownership of WEA vs. share price

Market Analysis: WEA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WEA

Financial Services Asset Management

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: WEA
2026 Q1 Stats Unlock in 5 days 37 + Investors

Track Smart Money conviction in WEA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 37 38 -2.63%
13F Shares 6M 6M -1.28%
Total Value $70M $73M -3.04%
New Positions 3 1 +2
Increased Positions 19 17 +2
Closed Positions 4 2 +2
Reduced Positions 11 14 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WEA

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

37 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WEA. Verified SEC 13F-HR filings.

Top 25 institutional holders of WEA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Whipplewood Advisors, LLC 2.03% 369,988 $3.9M
2 SIT INVESTMENT ASSOCIATES INC 0.20% 910,502 $10K
3 Insight Wealth Partners, LLC 0.13% 86,574 $916K
4 MELFA WEALTH MANAGEMENT, INC. 0.10% 17,281 $183K
5 Medallion Wealth Advisors, LLC 0.09% 18,413 $205K
6 ProVise Management Group, LLC 0.09% 118,381 $1.3M
7 INVICTUS PRIVATE WEALTH, LLC 0.07% 104,282 $1.1M
8 Hennion & Walsh Asset Management, Inc. 0.05% 131,065 $1.4M
9 M Holdings Securities, Inc. 0.02% 24,493 —
10 Private Advisor Group, LLC 0.01% 225,284 $2.4M
11 Allspring Global Investments Holdings, LLC 0.01% 489,939 $5.2M
12 Fiera Capital Corp 0.01% 183,679 $1.9M
13 Marex Group plc 0.00% 11,682 $123K
14 LPL Financial LLC 0.00% 414,976 $4.4M
15 RAYMOND JAMES FINANCIAL INC 0.00% 348,573 $3.7M
16 HIGHLINE WEALTH PARTNERS LLC 0.00% 270 $3K
17 Janney Montgomery Scott LLC 0.00% 24,075 —
18 Calamos Advisors LLC 0.00% 13,759 $146K
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 30,453 $322K
20 IFP Advisors, Inc 0.00% 1,082 $11K
21 FIFTH THIRD BANCORP 0.00% 5,050 $53K
22 Geneos Wealth Management Inc. 0.00% 271 $3K
23 WOLVERINE ASSET MANAGEMENT LLC 0.00% 241 $3K
24 WELLS FARGO & COMPANY/MN 0.00% 8,795 $93K
25 UBS Group AG 0.00% 4,225 $45K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WESTERN ASSET PREMIER BD FD (WEA)

What does the Smart Money Trend signal show for WEA?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their WEA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WEA?

Slight buying edge — 59% buying: Last quarter: 22 funds bought or added vs 15 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WEA holders?

Elite ownership — 40% AUM from top-100 funds: 7 of 37 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in WEA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WEA?

78% of holders stayed for 2+ years: 29 out of 37 hedge funds have held WEA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.