WIW Hedge Fund Ownership (Q2 2026)

Western Ast Infl Lkd Opp & I (WIW)

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

Smart Money Signals — WIW

Based on 101 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added WIW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

101 hedge funds hold WIW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 68% buying

57 buying27 selling

Last quarter: 57 funds were net buyers (17 opened a brand new position + 40 added to an existing one). Only 27 were sellers (17 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 16 → 13 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 27% medium ■ 17% new

57 out of 101 hedge funds have held WIW 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.

📈

Growing discovery — still being found

13 → 7 → 16 → 13 → 17 new funds/Q

New funds entering each quarter: 7 → 16 → 13 → 17. A growing number of institutions are discovering WIW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 61% veterans vs 24% newcomers

■ 61% veterans ■ 15% 1-2yr ■ 24% new

Entry-cohort mix of 101 holders: 62 (61%) are 2+ year veterans, 15 entered 1–2 years ago, and 24 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds

11 of 101 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in WIW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	101	94	7.45%
13F Shares	23M	23M	-0.26%
Total Value	$194M	$196M	-0.98%
New Positions	17	13	+4
Increased Positions	40	28	+12
Closed Positions	10	14	-4
Reduced Positions	17	28	-11
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

101

7.45%

13F Shares

23M

-0.26%

Total Value

$194M

$196M

-0.98%

New Positions

Increased Positions

+12

Closed Positions

-4

Reduced Positions

-11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

101 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 WIW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Closed-End Fund Advisors, Inc.	1.29%	157,106	$1.3M
2	GatePass Capital, LLC	1.22%	381,650	$3.2M
3	PenderFund Capital Management Ltd.	1.08%	998,747	$8.4M
4	Atala Financial Inc	0.98%	192,584	$1.6M
5	Matisse Capital	0.77%	230,000	$1.9M
6	1607 Capital Partners, LLC	0.52%	708,052	$5.9M
7	Atlas Wealth LLC	0.50%	415,617	$3.5M
8	Rivernorth Capital Management, LLC	0.35%	875,999	$7.4M
9	Wakefield Asset Management LLLP	0.28%	150,451	$1.3M
10	Roberts Glore & Co Inc /Il/	0.26%	123,716	$1.0M
11	Robinson Capital Management, LLC	0.26%	68,910	$579K
12	Cutler Capital Management, LLC	0.24%	111,992	$941K
13	TrueMark Investments, LLC	0.21%	204,141	$1.7M
14	Pvg Asset Management Corp	0.20%	41,513	$349K
15	Waterloo Capital, L.P.	0.17%	361,156	$3.0M
16	Saba Capital Management, L.P.	0.16%	753,909	$6.3M
17	Ionic Capital Management LLC	0.14%	114,788	$964K
18	Grace & White Inc /Ny	0.13%	97,961	$823K
19	NWF Advisory Services Inc.	0.11%	144,650	$1.2M
20	Twin Focus Capital Partners, LLC	0.07%	83,413	$701K
21	Accredited Investor Services, LLC	0.07%	15,021	$126K
22	DKM Wealth Management, Inc.	0.07%	12,000	$101K
23	Riverbridge Partners LLC	0.06%	252,005	$2.1M
24	Hbw Advisory Services LLC	0.06%	72,553	$609K
25	Guggenheim Capital LLC	0.04%	775,910	$6.5M

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 Ast Infl Lkd Opp & I (WIW)

What does the Smart Money Trend signal show for WIW?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added WIW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WIW?

More buyers than sellers — 68% buying: Last quarter: 57 funds were net buyers (17 opened a brand new position + 40 added to an existing one). Only 27 were sellers (17 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WIW holders?

Elite ownership — 47% AUM from top-100 funds: 11 of 101 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in WIW. 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 WIW?

56% of holders stayed for 2+ years: 57 out of 101 hedge funds have held WIW 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.

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Western Ast Infl Lkd Opp & I (WIW)

Smart Money Signals — WIW

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +12% more funds vs a year ago

More buyers than sellers — 68% buying

Steady new buyers — ~17 new funds per quarter

56% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 61% veterans vs 24% newcomers

Elite ownership — 47% AUM from top-100 funds

Institutional Sentiment Summary — WIW

Hedge Fund Ownership: WIW

Market Analysis: WIW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: WIW

Hedge Fund Positioning: WIW

Statistics: WIW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Western Ast Infl Lkd Opp & I (WIW)

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