RVW Wealth’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

RVW Wealth’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
2026 Q2	$294K	Hold	27,623	–	–	0.02%	151
2026 Q1	$295K	Hold	27,623	–	–	0.02%	140
2025 Q4	$308K	Hold	27,623	–	–	0.02%	141
2025 Q3	$323K	Hold	27,623	–	–	0.03%	140
2025 Q2	$331K	Hold	27,623	–	–	0.03%	132
2025 Q1	$327K	Hold	27,623	–	–	0.03%	123
2024 Q4	$327K	Buy	27,623 +8,123	+42%	+$98.6K	0.03%	117
2024 Q3	$241K	Hold	19,500	–	–	0.02%	135
2024 Q2	$226K	Hold	19,500	–	–	0.02%	134
2024 Q1	$233K	Hold	19,500	–	–	0.02%	130
2023 Q4	$236K	Hold	19,500	–	–	0.03%	128
2023 Q3	$224K	Hold	19,500	–	–	0.03%	130
2023 Q2	$229K	Hold	19,500	–	–	0.03%	145
2023 Q1	$234K	Buy	+19,500	New	+$239K	0.03%	135

Other funds holding HYI

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

SIA

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

RVW Wealth's HYI Position: Q2 2026 in Review

RVW Wealth held its Western Asset High Yield Opportunity Fund Inc (HYI) position steady in Q2 2026 at 27,623 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #151.

RVW Wealth first reported a position in HYI in Q1 2023 and has held it in 14 quarters since. The position peaked at $331K in Q2 2025. 47 funds tracked by Wall St. Rank hold HYI as of Q2 2026.

RVW Wealth held 27,623 shares of Western Asset High Yield Opportunity Fund Inc worth $294K as of Q2 2026.
RVW Wealth left its Western Asset High Yield Opportunity Fund Inc share count unchanged in Q2 2026.
Western Asset High Yield Opportunity Fund Inc made up 0.02% of RVW Wealth's portfolio in Q2 2026, its #151 holding.
RVW Wealth first reported a position in Western Asset High Yield Opportunity Fund Inc in Q1 2023 and has held it in 14 quarters since.
RVW Wealth's Western Asset High Yield Opportunity Fund Inc position peaked at $331K in Q2 2025.
47 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.