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HYI

NewEdge Advisors’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

NewEdge Advisors’s Portfolio HYI Stock Details HYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-509
Closed -$5.96K – 4297
2025
Q3 		$5.96K Buy
509
+12
+2% +$143 ﹤0.01% 3480
2025
Q2 		$5.95K Buy
497
+12
+2% +$141 ﹤0.01% 3365
2025
Q1 		$5.75K Buy
485
+7
+1% +$84 ﹤0.01% 3263
2024
Q4 		$5.65K Buy
478
+15
+3% +$182 ﹤0.01% 3204
2024
Q3 		$5.73K Buy
463
+11
+2% +$132 ﹤0.01% 3125
2024
Q2 		$5.24K Buy
452
+11
+2% +$128 ﹤0.01% 3083
2024
Q1 		$5.28K Sell
441
-13
-3% -$157 ﹤0.01% 3117
2023
Q4 		$5.49K Buy
454
+14
+3% +$161 ﹤0.01% 3100
2023
Q3 		$5.05K Sell
440
-11,039
-96% -$129K ﹤0.01% 2810
2023
Q2 		$135K Buy
11,479
+912
+9% +$10.6K ﹤0.01% 1758
2023
Q1 		$122K Buy
10,567
+10,107
+2,197% +$124K ﹤0.01% 1691
2022
Q4 		$6 Buy
+460
New +$5.51K ﹤0.01% 3778

Other funds holding HYI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors's HYI Position: Q4 2025 in Review

NewEdge Advisors sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q4 2025, closing a stake of 509 shares — an estimated $5.96K sold.

NewEdge Advisors first reported a position in HYI in Q4 2022 and held it in 12 quarters. The position peaked at $135K in Q2 2023. 46 funds tracked by Wall St. Rank hold HYI as of Q4 2025.

  • NewEdge Advisors reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 509 Western Asset High Yield Opportunity Fund Inc shares in Q4 2025, an estimated $5.96K.
  • NewEdge Advisors first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2022 and held it in 12 quarters.
  • NewEdge Advisors's Western Asset High Yield Opportunity Fund Inc position peaked at $135K in Q2 2023.
  • 46 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.