MFWP
EHI

Mosaic Family Wealth Partners’s Western Asset Global High Income Fund EHI Stock Holding History

Mosaic Family Wealth Partners’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
Q1 		– Sell
-10,401
Closed -$66.7K – 290
2025
Q4 		$66.7K Buy
10,401
+398
+4% +$2.54K 0.01% 242
2025
Q3 		$65.3K Buy
+10,003
New +$65.8K 0.01% 236

Other funds holding EHI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mosaic Family Wealth Partners's EHI Position: Q1 2026 in Review

Mosaic Family Wealth Partners sold out of Western Asset Global High Income Fund (EHI) in Q1 2026, closing a stake of 10,401 shares — an estimated $66.7K sold.

Mosaic Family Wealth Partners first reported a position in EHI in Q3 2025 and held it in 2 quarters. The position peaked at $66.7K in Q4 2025. 46 funds tracked by Wall St. Rank hold EHI as of Q1 2026.

  • Mosaic Family Wealth Partners reported no remaining Western Asset Global High Income Fund position as of Q1 2026 after selling out during the quarter.
  • Mosaic Family Wealth Partners sold 10,401 Western Asset Global High Income Fund shares in Q1 2026, an estimated $66.7K.
  • Mosaic Family Wealth Partners first reported a position in Western Asset Global High Income Fund in Q3 2025 and held it in 2 quarters.
  • Mosaic Family Wealth Partners's Western Asset Global High Income Fund position peaked at $66.7K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Western Asset Global High Income Fund as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.