Whipplewood Advisors’s Western Asset Premier Bond Fund WEA Stock Holding History

Whipplewood Advisors’s Portfolio WEA Stock Details WEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.8M	Sell	357,034 -12,954	-4%	-$138K	2.56%	6
2026 Q1	$3.91M	Buy	369,988 +3,121	+0.9%	+$34.2K	2.03%	5
2025 Q4	$4.05M	Buy	366,867 +93,357	+34%	+$1.03M	2.6%	4
2025 Q3	$3.07M	Buy	273,510 +1,665	+0.6%	+$18.3K	2.02%	12
2025 Q2	$2.95M	Buy	271,845 +186,821	+220%	+$2M	1.62%	15
2025 Q1	$2.93M	Sell	85,024 -170,636	-67%	-$1.87M	1.73%	10
2024 Q4	$2.75M	Buy	+255,660	New	+$2.83M	1.57%	12

Other funds holding WEA

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Whipplewood Advisors's WEA Position: Q2 2026 in Review

Whipplewood Advisors reduced its Western Asset Premier Bond Fund (WEA) stake by 3.5% in Q2 2026, selling an estimated $138K and leaving 357,034 shares worth $3.8M. The position accounts for 2.56% of the portfolio, ranked #6.

Whipplewood Advisors first reported a position in WEA in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.05M in Q4 2025. 13 funds tracked by Wall St. Rank hold WEA as of Q2 2026.

Whipplewood Advisors held 357,034 shares of Western Asset Premier Bond Fund worth $3.8M as of Q2 2026.
Whipplewood Advisors sold 12,954 Western Asset Premier Bond Fund shares in Q2 2026, an estimated $138K.
Western Asset Premier Bond Fund made up 2.56% of Whipplewood Advisors's portfolio in Q2 2026, its #6 holding.
Whipplewood Advisors first reported a position in Western Asset Premier Bond Fund in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Western Asset Premier Bond Fund position peaked at $4.05M in Q4 2025.
13 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.