BEI
WEA

Benjamin Edwards Inc’s Western Asset Premier Bond Fund WEA Stock Holding History

Benjamin Edwards Inc’s Portfolio WEA Stock Details WEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15,200
Closed -$171K – 1382
2025
Q3 		$171K Sell
15,200
-4,170
-22% -$45.8K ﹤0.01% 1256
2025
Q2 		$210K Buy
19,370
+90
+0.5% +$964 ﹤0.01% 1106
2025
Q1 		$216K Buy
19,280
+3,500
+22% +$38.3K ﹤0.01% 1023
2024
Q4 		$170K Sell
15,780
-10,280
-39% -$114K ﹤0.01% 1087
2024
Q3 		$294K Buy
+26,060
New +$285K ﹤0.01% 954

Other funds holding WEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Benjamin Edwards Inc's WEA Position: Q4 2025 in Review

Benjamin Edwards Inc sold out of Western Asset Premier Bond Fund (WEA) in Q4 2025, closing a stake of 15,200 shares — an estimated $171K sold.

Benjamin Edwards Inc first reported a position in WEA in Q3 2024 and held it in 5 quarters. The position peaked at $294K in Q3 2024. 38 funds tracked by Wall St. Rank hold WEA as of Q4 2025.

  • Benjamin Edwards Inc reported no remaining Western Asset Premier Bond Fund position as of Q4 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 15,200 Western Asset Premier Bond Fund shares in Q4 2025, an estimated $171K.
  • Benjamin Edwards Inc first reported a position in Western Asset Premier Bond Fund in Q3 2024 and held it in 5 quarters.
  • Benjamin Edwards Inc's Western Asset Premier Bond Fund position peaked at $294K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q4 2025.

Based on Benjamin Edwards Inc's 13F filing for Q4 2025, filed 2 Feb 2026.