JWCA
EHI

J.W. Cole Advisors’s Western Asset Global High Income Fund EHI Stock Holding History

J.W. Cole Advisors’s Portfolio EHI Stock Details EHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48M Buy
+248,061
New +$1.5M 0.03% 609
2026
Q1 		– Sell
-251,902
Closed -$1.61M – 945
2025
Q4 		$1.61M Sell
251,902
-14,409
-5% -$91.9K 0.04% 466
2025
Q3 		$1.76M Buy
266,311
+22,570
+9% +$148K 0.03% 512
2025
Q2 		$1.59M Buy
243,741
+12,743
+6% +$81.6K 0.03% 499
2025
Q1 		$1.53M Buy
230,998
+58,390
+34% +$394K 0.05% 395
2024
Q4 		$1.15M Buy
172,608
+65,147
+61% +$439K 0.05% 373
2024
Q3 		$746K Buy
107,461
+77,586
+260% +$548K 0.03% 469
2024
Q2 		$211K Buy
+29,875
New +$209K 0.01% 839

Other funds holding EHI

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
TWPM
Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

J.W. Cole Advisors's EHI Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Western Asset Global High Income Fund (EHI) in Q2 2026: 248,061 shares worth $1.48M. The stake represents 0.03% of the portfolio and ranks #609 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in EHI as recently as Q4 2025.

J.W. Cole Advisors first reported a position in EHI in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.76M in Q3 2025. 13 funds tracked by Wall St. Rank hold EHI as of Q2 2026.

  • J.W. Cole Advisors held 248,061 shares of Western Asset Global High Income Fund worth $1.48M as of Q2 2026.
  • Western Asset Global High Income Fund was a new J.W. Cole Advisors position in Q2 2026.
  • Western Asset Global High Income Fund made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #609 holding.
  • J.W. Cole Advisors first reported a position in Western Asset Global High Income Fund in Q2 2024 and has held it in 8 quarters since.
  • J.W. Cole Advisors's Western Asset Global High Income Fund position peaked at $1.76M in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Western Asset Global High Income Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.