Laird Norton Wetherby Wealth Management’s KKR Income Opportunities Fund KIO Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio KIO Stock Details KIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$164K	Hold	12,996	–	–	0.01%	909
2025 Q2	$163K	Buy	+12,996	New	+$156K	0.01%	905
2024 Q4	$174K	Hold	12,996	–	–	0.01%	854
2024 Q3	$192K	Hold	12,996	–	–	0.01%	876
2024 Q2	$178K	Hold	12,996	–	–	0.01%	865
2024 Q1	$176K	Buy	+12,996	New	+$169K	0.01%	899

Other funds holding KIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's KIO Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its KKR Income Opportunities Fund (KIO) position steady in Q3 2025 at 12,996 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #909.

Laird Norton Wetherby Wealth Management first reported a position in KIO in Q1 2024 and has held it in 6 quarters since. The position peaked at $192K in Q3 2024. 95 funds tracked by Wall St. Rank hold KIO as of Q3 2025.

Laird Norton Wetherby Wealth Management held 12,996 shares of KKR Income Opportunities Fund worth $164K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its KKR Income Opportunities Fund share count unchanged in Q3 2025.
KKR Income Opportunities Fund made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #909 holding.
Laird Norton Wetherby Wealth Management first reported a position in KKR Income Opportunities Fund in Q1 2024 and has held it in 6 quarters since.
Laird Norton Wetherby Wealth Management's KKR Income Opportunities Fund position peaked at $192K in Q3 2024.
95 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.