JY
WINC

Jeff Yass’s Western Asset Short Duration Income ETF WINC Stock Holding History

Jeff Yass’s Portfolio WINC Stock Details WINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,671
Closed -$207K – 13157
2024
Q2 		$207K Sell
8,671
-4,946
-36% -$118K ﹤0.01% 10285
2024
Q1 		$326K Sell
13,617
-9,251
-40% -$221K ﹤0.01% 9525
2023
Q4 		$546K Buy
+22,868
New +$537K ﹤0.01% 8444
2023
Q2 		– Sell
-10,052
Closed -$238K – 13267
2023
Q1 		$238K Buy
+10,052
New +$237K ﹤0.01% 10223

Other funds holding WINC

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jeff Yass's WINC Position: Q3 2024 in Review

Jeff Yass sold out of Western Asset Short Duration Income ETF (WINC) in Q3 2024, closing a stake of 8,671 shares — an estimated $207K sold.

Jeff Yass first reported a position in WINC in Q1 2023 and held it in 4 quarters. The position peaked at $546K in Q4 2023. 11 funds tracked by Wall St. Rank hold WINC as of Q3 2024.

  • Jeff Yass reported no remaining Western Asset Short Duration Income ETF position as of Q3 2024 after selling out during the quarter.
  • Jeff Yass sold 8,671 Western Asset Short Duration Income ETF shares in Q3 2024, an estimated $207K.
  • Jeff Yass first reported a position in Western Asset Short Duration Income ETF in Q1 2023 and held it in 4 quarters.
  • Jeff Yass's Western Asset Short Duration Income ETF position peaked at $546K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held Western Asset Short Duration Income ETF as of Q3 2024.

Based on Susquehanna International Group's 13F filing for Q3 2024, filed 14 Nov 2024.