Stifel Financial
HYI

Stifel Financial’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Stifel Financial’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
Q2 		– Sell
-16,750
Closed -$198K – 3523
2025
Q1 		$198K Sell
16,750
-24,100
-59% -$289K ﹤0.01% 3191
2024
Q4 		$483K Sell
40,850
-6,500
-14% -$78.9K ﹤0.01% 2696
2024
Q3 		$586K Sell
47,350
-4,825
-9% -$57.7K ﹤0.01% 2572
2024
Q2 		$605K Sell
52,175
-3,875
-7% -$45K ﹤0.01% 2510
2024
Q1 		$670K Sell
56,050
-5,262
-9% -$63.4K ﹤0.01% 2442
2023
Q4 		$741K Buy
61,312
+738
+1% +$8.47K ﹤0.01% 2327
2023
Q3 		$696K Sell
60,574
-124
-0.2% -$1.45K ﹤0.01% 2295
2023
Q2 		$713K Sell
60,698
-3,582
-6% -$41.6K ﹤0.01% 2300
2023
Q1 		$770K Sell
64,280
-15,701
-20% -$193K ﹤0.01% 2242
2022
Q4 		$998K Sell
79,981
-5,068
-6% -$60.7K ﹤0.01% 2007
2022
Q3 		$953K Buy
85,049
+1,323
+2% +$16.4K ﹤0.01% 1998
2022
Q2 		$1.02M Sell
83,726
-18,896
-18% -$244K ﹤0.01% 1983
2022
Q1 		$1.42M Buy
102,622
+1,973
+2% +$28.2K ﹤0.01% 1877
2021
Q4 		$1.59M Buy
100,649
+3,176
+3% +$49.5K ﹤0.01% 1791
2021
Q3 		$1.55M Buy
97,473
+1,175
+1% +$18.5K ﹤0.01% 1754
2021
Q2 		$1.51M Buy
96,298
+8,023
+9% +$124K ﹤0.01% 1804
2021
Q1 		$1.36M Sell
88,275
-5,171
-6% -$79K ﹤0.01% 1790
2020
Q4 		$1.44M Buy
93,446
+72,377
+344% +$1.07M ﹤0.01% 1589
2020
Q3 		$296K Hold
21,069
– – ﹤0.01% 2410
2020
Q2 		$294K Buy
21,069
+8,165
+63% +$110K ﹤0.01% 2380
2020
Q1 		$158K Sell
12,904
-3,371
-21% -$49.6K ﹤0.01% 2499
2019
Q4 		$257K Buy
16,275
+30
+0.2% +$459 ﹤0.01% 2618
2019
Q3 		$247K Buy
16,245
+4,737
+41% +$72K ﹤0.01% 2545
2019
Q2 		$173K Sell
11,508
-111
-1% -$1.65K ﹤0.01% 2747
2019
Q1 		$171K Buy
11,619
+1,088
+10% +$15.5K ﹤0.01% 2625
2018
Q4 		$139K Buy
+10,531
New +$147K ﹤0.01% 2517

Other funds holding HYI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
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
HA
Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Stifel Financial's HYI Position: Q2 2025 in Review

Stifel Financial sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q2 2025, closing a stake of 16,750 shares — an estimated $198K sold.

Stifel Financial first reported a position in HYI in Q4 2018 and held it in 26 quarters. The position peaked at $1.59M in Q4 2021. 60 funds tracked by Wall St. Rank hold HYI as of Q2 2025.

  • Stifel Financial reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q2 2025 after selling out during the quarter.
  • Stifel Financial sold 16,750 Western Asset High Yield Opportunity Fund Inc shares in Q2 2025, an estimated $198K.
  • Stifel Financial first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2018 and held it in 26 quarters.
  • Stifel Financial's Western Asset High Yield Opportunity Fund Inc position peaked at $1.59M in Q4 2021.
  • 60 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.