Wedbush Securities’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Wedbush Securities’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 Q1	$43K	Hold	11,843	–	–	﹤0.01%	1224
2025 Q4	$44K	Hold	11,843	–	–	﹤0.01%	1197
2025 Q3	$45K	Hold	11,843	–	–	﹤0.01%	1154
2025 Q2	$47K	Hold	11,843	–	–	﹤0.01%	1139
2025 Q1	$47K	Hold	11,843	–	–	﹤0.01%	1092
2024 Q4	$47K	Sell	11,843 -5,571	-32%	-$22.1K	﹤0.01%	1114
2024 Q3	$71K	Sell	17,414 -1,324	-7%	-$5.2K	﹤0.01%	1067
2024 Q2	$71K	Buy	18,738 +1,324	+8%	+$5.01K	﹤0.01%	1161
2024 Q1	$68K	Sell	17,414 -1,324	-7%	-$5.22K	﹤0.01%	1200
2023 Q4	$72K	Hold	18,738	–	–	﹤0.01%	1054
2023 Q3	$68K	Sell	18,738 -1,805	-9%	-$6.85K	﹤0.01%	1024
2023 Q2	$78K	Hold	20,543	–	–	﹤0.01%	1021
2023 Q1	$78K	Hold	20,543	–	–	﹤0.01%	1028
2022 Q4	$81K	Hold	20,543	–	–	﹤0.01%	999
2022 Q3	$76K	Sell	20,543 -200	-1%	-$808	﹤0.01%	988
2022 Q2	$82K	Sell	20,743 -7	-0%	-$29	﹤0.01%	1009
2022 Q1	$93K	Hold	20,750	–	–	﹤0.01%	1061
2021 Q4	$108K	Buy	20,750 +1,890	+10%	+$9.77K	﹤0.01%	1119
2021 Q3	$98K	Hold	18,860	–	–	﹤0.01%	1136
2021 Q2	$100K	Hold	18,860	–	–	﹤0.01%	1132
2021 Q1	$96K	Hold	18,860	–	–	0.01%	1046
2020 Q4	$93K	Buy	18,860 +200	+1%	+$997	0.01%	839
2020 Q3	$91K	Buy	18,660 +7	+0%	+$34	0.01%	837
2020 Q2	$86K	Hold	18,653	–	–	0.01%	869
2020 Q1	$79K	Sell	18,653 -240	-1%	-$1.15K	0.01%	793
2019 Q4	$96K	Buy	18,893 +240	+1%	+$1.21K	0.01%	927
2019 Q3	$94K	Hold	18,653	–	–	0.01%	899
2019 Q2	$96K	Sell	18,653 -1,190	-6%	-$5.91K	0.01%	907
2019 Q1	$96K	Buy	19,843 +19	+0.1%	+$90	0.01%	858
2018 Q4	$87K	Sell	19,824 -10,872	-35%	-$49.5K	0.01%	766
2018 Q3	$146K	Sell	30,696 -595	-2%	-$2.86K	0.02%	810
2018 Q2	$151K	Buy	31,291 +27	+0.1%	+$130	0.02%	769
2018 Q1	$150K	Buy	31,264 +18	+0.1%	+$89	0.02%	720
2017 Q4	$158K	Buy	31,246 +29	+0.1%	+$146	0.02%	751
2017 Q3	$160K	Sell	31,217 -642	-2%	-$3.28K	0.02%	741
2017 Q2	$162K	Sell	31,859 -166	-0.5%	-$856	0.02%	737
2017 Q1	$161K	Buy	32,025 +18	+0.1%	+$92	0.02%	726
2016 Q4	$160K	Buy	32,007 +903	+3%	+$4.46K	0.02%	694
2016 Q3	$157K	Buy	+31,104	New	+$156K	0.02%	711

Other funds holding HIO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

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

Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wedbush Securities's HIO Position: Q1 2026 in Review

Wedbush Securities held its Western Asset High Income Opportunity Fund (HIO) position steady in Q1 2026 at 11,843 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Wedbush Securities first reported a position in HIO in Q3 2016 and has held it in 39 quarters since. The position peaked at $162K in Q2 2017. 119 funds tracked by Wall St. Rank hold HIO as of Q1 2026.

Wedbush Securities held 11,843 shares of Western Asset High Income Opportunity Fund worth $43K as of Q1 2026.
Wedbush Securities left its Western Asset High Income Opportunity Fund share count unchanged in Q1 2026.
Western Asset High Income Opportunity Fund made up ﹤0.01% of Wedbush Securities's portfolio in Q1 2026, its #1224 holding.
Wedbush Securities first reported a position in Western Asset High Income Opportunity Fund in Q3 2016 and has held it in 39 quarters since.
Wedbush Securities's Western Asset High Income Opportunity Fund position peaked at $162K in Q2 2017.
119 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.