MFG
EHI

Merit Financial Group’s Western Asset Global High Income Fund EHI Stock Holding History

Merit Financial Group’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 		$69.9K Sell
11,725
-887
-7% -$5.35K ﹤0.01% 2261
2026
Q1 		$74.4K Buy
12,612
+373
+3% +$2.36K ﹤0.01% 2037
2025
Q4 		$78.5K Buy
12,239
+1,707
+16% +$10.9K ﹤0.01% 1909
2025
Q3 		$69.5K Buy
10,532
+315
+3% +$2.07K ﹤0.01% 1760
2025
Q2 		$66.8K Buy
+10,217
New +$65.4K ﹤0.01% 1656
2024
Q3 		– Sell
-11,136
Closed -$78.5K – 865
2024
Q2 		$78.5K Buy
+11,136
New +$77.8K ﹤0.01% 896

Other funds holding EHI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Merit Financial Group's EHI Position: Q2 2026 in Review

Merit Financial Group reduced its Western Asset Global High Income Fund (EHI) stake by 7% in Q2 2026, selling an estimated $5.35K and leaving 11,725 shares worth $69.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2261.

Merit Financial Group first reported a position in EHI in Q2 2024 and has held it in 6 quarters since. The position peaked at $78.5K in Q2 2024. 46 funds tracked by Wall St. Rank hold EHI as of Q2 2026.

  • Merit Financial Group held 11,725 shares of Western Asset Global High Income Fund worth $69.9K as of Q2 2026.
  • Merit Financial Group sold 887 Western Asset Global High Income Fund shares in Q2 2026, an estimated $5.35K.
  • Western Asset Global High Income Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2261 holding.
  • Merit Financial Group first reported a position in Western Asset Global High Income Fund in Q2 2024 and has held it in 6 quarters since.
  • Merit Financial Group's Western Asset Global High Income Fund position peaked at $78.5K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Western Asset Global High Income Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.