WAM
KIO

Wolverine Asset Management’s KKR Income Opportunities Fund KIO Stock Holding History

Wolverine Asset Management’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
Q1 		$826K Buy
75,056
+4,114
+6% +$46.9K 0.01% 818
2025
Q4 		$822K Buy
+70,942
New +$840K 0.01% 834
2025
Q3 		– Sell
-51,102
Closed -$642K – 1723
2025
Q2 		$642K Sell
51,102
-83,250
-62% -$996K 0.01% 820
2025
Q1 		$1.65M Buy
+134,352
New +$1.71M 0.02% 564
2022
Q4 		– Sell
-53,417
Closed -$611K – 2216
2022
Q3 		$611K Sell
53,417
-85,706
-62% -$1.04M 0.01% 960
2022
Q2 		$1.62M Buy
139,123
+126,615
+1,012% +$1.65M 0.02% 611
2022
Q1 		$180K Buy
+12,508
New +$191K ﹤0.01% 1190
2021
Q1 		– Sell
-23,489
Closed -$338K – 2151
2020
Q4 		$338K Buy
+23,489
New +$327K ﹤0.01% 963
2020
Q3 		– Sell
-8,403
Closed -$103K – 1666
2020
Q2 		$103K Sell
8,403
-11,752
-58% -$134K ﹤0.01% 1095
2020
Q1 		$214K Buy
+20,155
New +$293K ﹤0.01% 873
2019
Q1 		– Sell
-17,244
Closed -$245K – 1555
2018
Q4 		$245K Buy
+17,244
New +$266K ﹤0.01% 1199
2018
Q2 		– Sell
-11,310
Closed -$179K – 1511
2018
Q1 		$179K Buy
11,310
+7,171
+173% +$114K ﹤0.01% 1163
2017
Q4 		$66K Buy
+4,139
New +$68.4K ﹤0.01% 1223
2016
Q2 		– Sell
-33,505
Closed -$482K – 1274
2016
Q1 		$482K Sell
33,505
-49,394
-60% -$658K 0.01% 525
2015
Q4 		$1.15M Buy
82,899
+16,113
+24% +$232K 0.02% 448
2015
Q3 		$972K Buy
66,786
+30,651
+85% +$463K 0.02% 520
2015
Q2 		$569K Buy
+36,135
New +$588K 0.01% 603
2015
Q1 		– Sell
-5,688
Closed -$92K – 2028
2014
Q4 		$92K Buy
+5,688
New +$96.8K ﹤0.01% 1219
2014
Q2 		– Sell
-27,148
Closed -$484K – 2439
2014
Q1 		$484K Buy
+27,148
New +$492K 0.01% 613
2013
Q4 		– Sell
-5,960
Closed -$103K – 2807
2013
Q3 		$103K Buy
+5,960
New +$110K ﹤0.01% 1447

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wolverine Asset Management's KIO Position: Q1 2026 in Review

Wolverine Asset Management increased its KKR Income Opportunities Fund (KIO) stake by 5.8% in Q1 2026, buying an estimated $46.9K and bringing the position to 75,056 shares worth $826K. The position accounts for 0.01% of the portfolio, ranked #818.

Wolverine Asset Management first reported a position in KIO in Q3 2013 and has held it in 20 quarters since. The position peaked at $1.65M in Q1 2025. 94 funds tracked by Wall St. Rank hold KIO as of Q1 2026.

  • Wolverine Asset Management held 75,056 shares of KKR Income Opportunities Fund worth $826K as of Q1 2026.
  • Wolverine Asset Management bought 4,114 KKR Income Opportunities Fund shares in Q1 2026, an estimated $46.9K.
  • KKR Income Opportunities Fund made up 0.01% of Wolverine Asset Management's portfolio in Q1 2026, its #818 holding.
  • Wolverine Asset Management first reported a position in KKR Income Opportunities Fund in Q3 2013 and has held it in 20 quarters since.
  • Wolverine Asset Management's KKR Income Opportunities Fund position peaked at $1.65M in Q1 2025.
  • 94 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.