EH
HIO

Equitable Holdings’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Equitable Holdings’s Portfolio HIO Stock Details HIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.3K Buy
11,618
+189
+2% +$689 ﹤0.01% 1785
2026
Q1 		$42.4K Buy
11,429
+241
+2% +$898 ﹤0.01% 1669
2025
Q4 		$41.5K Buy
11,188
+169
+2% +$640 ﹤0.01% 1563
2025
Q3 		$42.3K Buy
11,019
+159
+1% +$631 ﹤0.01% 1512
2025
Q2 		$43.2K Buy
10,860
+157
+1% +$603 ﹤0.01% 1435
2025
Q1 		$42.6K Buy
10,703
+149
+1% +$596 ﹤0.01% 1320
2024
Q4 		$41.5K Buy
10,554
+145
+1% +$576 ﹤0.01% 1253
2024
Q3 		$42.2K Buy
10,409
+144
+1% +$565 ﹤0.01% 1246
2024
Q2 		$39.1K Buy
10,265
+145
+1% +$549 ﹤0.01% 1195
2024
Q1 		$39.5K Buy
10,120
+90
+0.9% +$355 ﹤0.01% 1146
2023
Q4 		$38.7K Buy
+10,030
New +$37.5K ﹤0.01% 1117

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Equitable Holdings's HIO Position: Q2 2026 in Review

Equitable Holdings increased its Western Asset High Income Opportunity Fund (HIO) stake by 1.7% in Q2 2026, buying an estimated $689 and bringing the position to 11,618 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Equitable Holdings first reported a position in HIO in Q4 2023 and has held it in 11 quarters since. The position peaked at $43.2K in Q2 2025. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

  • Equitable Holdings held 11,618 shares of Western Asset High Income Opportunity Fund worth $42.3K as of Q2 2026.
  • Equitable Holdings bought 189 Western Asset High Income Opportunity Fund shares in Q2 2026, an estimated $689.
  • Western Asset High Income Opportunity Fund made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1785 holding.
  • Equitable Holdings first reported a position in Western Asset High Income Opportunity Fund in Q4 2023 and has held it in 11 quarters since.
  • Equitable Holdings's Western Asset High Income Opportunity Fund position peaked at $43.2K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.