TWPM
EHI

Total Wealth Planning & Management’s Western Asset Global High Income Fund EHI Stock Holding History

Total Wealth Planning & Management’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
Q2 		$348K Buy
58,397
+7,176
+14% +$43.3K 0.24% 146
2026
Q1 		$302K Buy
51,221
+3,752
+8% +$23.8K 0.22% 155
2025
Q4 		$304K Buy
+47,469
New +$303K 0.23% 154
2025
Q2 		$288K Buy
43,980
+4,155
+10% +$26.6K 0.23% 169
2025
Q1 		$263K Buy
39,825
+26,998
+210% +$182K 0.25% 153
2024
Q4 		$85.7K Buy
+12,827
New +$86.4K 0.08% 187

Other funds holding EHI

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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Total Wealth Planning & Management's EHI Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Western Asset Global High Income Fund (EHI) stake by 14% in Q2 2026, buying an estimated $43.3K and bringing the position to 58,397 shares worth $348K. The position accounts for 0.24% of the portfolio, ranked #146.

Total Wealth Planning & Management first reported a position in EHI in Q4 2024 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold EHI as of Q2 2026.

  • Total Wealth Planning & Management held 58,397 shares of Western Asset Global High Income Fund worth $348K as of Q2 2026.
  • Total Wealth Planning & Management bought 7,176 Western Asset Global High Income Fund shares in Q2 2026, an estimated $43.3K.
  • Western Asset Global High Income Fund made up 0.24% of Total Wealth Planning & Management's portfolio in Q2 2026, its #146 holding.
  • Total Wealth Planning & Management first reported a position in Western Asset Global High Income Fund in Q4 2024 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held Western Asset Global High Income Fund as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.