FP
HYI

Financial Perspectives’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Financial Perspectives’s Portfolio HYI Stock Details HYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,045
Closed -$23.9K – 729
2025
Q3 		$23.9K Hold
2,045
– – 0.01% 405
2025
Q2 		$24.5K Hold
2,045
– – 0.01% 394
2025
Q1 		$24.2K Hold
2,045
– – 0.01% 388
2024
Q4 		$24.2K Buy
+2,045
New +$24.8K 0.01% 388

Other funds holding HYI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Perspectives's HYI Position: Q4 2025 in Review

Financial Perspectives sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q4 2025, closing a stake of 2,045 shares — an estimated $23.9K sold.

Financial Perspectives first reported a position in HYI in Q4 2024 and held it in 4 quarters. The position peaked at $24.5K in Q2 2025. 46 funds tracked by Wall St. Rank hold HYI as of Q4 2025.

  • Financial Perspectives reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q4 2025 after selling out during the quarter.
  • Financial Perspectives sold 2,045 Western Asset High Yield Opportunity Fund Inc shares in Q4 2025, an estimated $23.9K.
  • Financial Perspectives first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2024 and held it in 4 quarters.
  • Financial Perspectives's Western Asset High Yield Opportunity Fund Inc position peaked at $24.5K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q4 2025.

Based on Financial Perspectives's 13F filing for Q4 2025, filed 28 Jan 2026.