FFWM
HYI

Future Financial Wealth Management’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Future Financial Wealth Management’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
-6,400
Closed -$74.9K – 250
2025
Q3 		$74.9K Hold
6,400
– – 0.05% 208
2025
Q2 		$76.7K Hold
6,400
– – 0.05% 194
2025
Q1 		$75.8K Hold
6,400
– – 0.06% 189
2024
Q4 		$75.6K Hold
6,400
– – 0.06% 194
2024
Q3 		$79.2K Buy
+6,400
New +$76.5K 0.06% 196
2024
Q2 		– Sell
-6,900
Closed -$82.5K – 257
2024
Q1 		$82.5K Buy
+6,900
New +$83.1K 0.06% 195
2022
Q2 		– Sell
-6,100
Closed -$85K – 272
2022
Q1 		$85K Hold
6,100
– – 0.07% 203
2021
Q4 		$96K Buy
+6,100
New +$95K 0.08% 197

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

Future Financial Wealth Management's HYI Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q4 2025, closing a stake of 6,400 shares — an estimated $74.9K sold.

Future Financial Wealth Management first reported a position in HYI in Q4 2021 and held it in 8 quarters. The position peaked at $96K in Q4 2021. 46 funds tracked by Wall St. Rank hold HYI as of Q4 2025.

  • Future Financial Wealth Management reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 6,400 Western Asset High Yield Opportunity Fund Inc shares in Q4 2025, an estimated $74.9K.
  • Future Financial Wealth Management first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2021 and held it in 8 quarters.
  • Future Financial Wealth Management's Western Asset High Yield Opportunity Fund Inc position peaked at $96K in Q4 2021.
  • 46 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.