WLPWM
HIO

Walled Lake Planning & Wealth Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio HIO Stock Details HIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$186K Hold
50,985
– – 0.05% 138
2026
Q1 		$185K Hold
50,985
– – 0.05% 132
2025
Q4 		$189K Hold
50,985
– – 0.06% 132
2025
Q3 		$196K Hold
50,985
– – 0.06% 136
2025
Q2 		$203K Hold
50,985
– – 0.07% 136
2025
Q1 		$203K Hold
50,985
– – 0.07% 129
2024
Q4 		$200K Hold
50,985
– – 0.07% 127
2024
Q3 		$206K Hold
50,985
– – 0.08% 126
2024
Q2 		$194K Hold
50,985
– – 0.08% 118
2024
Q1 		$199K Buy
+50,985
New +$201K 0.08% 114

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Walled Lake Planning & Wealth Management's HIO Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management held its Western Asset High Income Opportunity Fund (HIO) position steady in Q2 2026 at 50,985 shares worth $186K. The position accounts for 0.05% of the portfolio, ranked #138.

Walled Lake Planning & Wealth Management first reported a position in HIO in Q1 2024 and has held it in 10 quarters since. The position peaked at $206K in Q3 2024. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 50,985 shares of Western Asset High Income Opportunity Fund worth $186K as of Q2 2026.
  • Walled Lake Planning & Wealth Management left its Western Asset High Income Opportunity Fund share count unchanged in Q2 2026.
  • Western Asset High Income Opportunity Fund made up 0.05% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Western Asset High Income Opportunity Fund in Q1 2024 and has held it in 10 quarters since.
  • Walled Lake Planning & Wealth Management's Western Asset High Income Opportunity Fund position peaked at $206K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.