WTC
KIO

WhitTier Trust Company’s KKR Income Opportunities Fund KIO Stock Holding History

WhitTier Trust Company’s Portfolio KIO Stock Details KIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3K Hold
114
– – ﹤0.01% 1333
2026
Q1 		$1.25K Buy
+114
New +$1.3K ﹤0.01% 1325

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WhitTier Trust Company's KIO Position: Q2 2026 in Review

WhitTier Trust Company held its KKR Income Opportunities Fund (KIO) position steady in Q2 2026 at 114 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

WhitTier Trust Company first reported a position in KIO in Q1 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • WhitTier Trust Company held 114 shares of KKR Income Opportunities Fund worth $1.3K as of Q2 2026.
  • WhitTier Trust Company left its KKR Income Opportunities Fund share count unchanged in Q2 2026.
  • KKR Income Opportunities Fund made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1333 holding.
  • WhitTier Trust Company first reported a position in KKR Income Opportunities Fund in Q1 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.