Northwestern Mutual Wealth Management
HYI

Northwestern Mutual Wealth Management’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Northwestern Mutual Wealth Management’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
-2,403
Closed -$28.1K – 4117
2025
Q3 		$28.1K Buy
2,403
+54
+2% +$645 ﹤0.01% 2546
2025
Q2 		$28.1K Buy
2,349
+54
+2% +$632 ﹤0.01% 2454
2025
Q1 		$27.2K Buy
2,295
+51
+2% +$612 ﹤0.01% 2401
2024
Q4 		$26.5K Buy
2,244
+50
+2% +$607 ﹤0.01% 2405
2024
Q3 		$27.2K Buy
2,194
+51
+2% +$610 ﹤0.01% 2363
2024
Q2 		$24.9K Sell
2,143
-192
-8% -$2.23K ﹤0.01% 2323
2024
Q1 		$27.9K Buy
2,335
+292
+14% +$3.52K ﹤0.01% 2299
2023
Q4 		$24.7K Sell
2,043
-760
-27% -$8.73K ﹤0.01% 2327
2023
Q3 		$32.2K Buy
2,803
+760
+37% +$8.89K ﹤0.01% 2135
2023
Q2 		$24K Sell
2,043
-934
-31% -$10.8K ﹤0.01% 2254
2023
Q1 		$35.7K Buy
2,977
+934
+46% +$11.5K ﹤0.01% 2062
2022
Q4 		$25.5K Hold
2,043
– – ﹤0.01% 2159
2022
Q3 		$23K Sell
2,043
-4,600
-69% -$56.9K ﹤0.01% 2164
2022
Q2 		$81K Buy
6,643
+2,043
+44% +$26.3K ﹤0.01% 1728
2022
Q1 		$64K Hold
4,600
– – ﹤0.01% 1868
2021
Q4 		$73K Hold
4,600
– – ﹤0.01% 1836
2021
Q3 		$73K Buy
+4,600
New +$72.3K ﹤0.01% 1762
2021
Q2 		– Sell
-1,120
Closed -$17K – 3085
2021
Q1 		$17K Hold
1,120
– – ﹤0.01% 2117
2020
Q4 		$17K Hold
1,120
– – ﹤0.01% 2019
2020
Q3 		$16K Hold
1,120
– – ﹤0.01% 1866
2020
Q2 		$16K Buy
1,120
+151
+16% +$2.03K ﹤0.01% 1778
2020
Q1 		$12K Buy
+969
New +$14.3K ﹤0.01% 1848
2019
Q2 		– Sell
-4,311
Closed -$64K – 2594
2019
Q1 		$64K Buy
4,311
+4,103
+1,973% +$58.6K ﹤0.01% 1245
2018
Q4 		$3K Buy
208
+98
+89% +$1.36K ﹤0.01% 2126
2018
Q3 		$2K Buy
+110
New +$1.59K ﹤0.01% 2283

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 $1.03B 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 $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management's HYI Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q4 2025, closing a stake of 2,403 shares — an estimated $28.1K sold.

Northwestern Mutual Wealth Management first reported a position in HYI in Q3 2018 and held it in 25 quarters. The position peaked at $81K in Q2 2022. 46 funds tracked by Wall St. Rank hold HYI as of Q4 2025.

  • Northwestern Mutual Wealth Management reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q4 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,403 Western Asset High Yield Opportunity Fund Inc shares in Q4 2025, an estimated $28.1K.
  • Northwestern Mutual Wealth Management first reported a position in Western Asset High Yield Opportunity Fund Inc in Q3 2018 and held it in 25 quarters.
  • Northwestern Mutual Wealth Management's Western Asset High Yield Opportunity Fund Inc position peaked at $81K in Q2 2022.
  • 46 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.