WA
KIO

WPG Advisers’s KKR Income Opportunities Fund KIO Stock Holding History

WPG Advisers’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 		$6.09K Buy
541
+119
+28% +$1.33K ﹤0.01% 917
2026
Q1 		$4.64K Buy
422
+237
+128% +$2.7K ﹤0.01% 901
2025
Q4 		$2.14K Buy
185
+28
+18% +$332 ﹤0.01% 1113
2025
Q3 		$1.98K Buy
157
+6
+4% +$76 ﹤0.01% 1143
2025
Q2 		$1.9K Buy
+151
New +$1.81K ﹤0.01% 1128

Other funds holding KIO

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

WPG Advisers's KIO Position: Q2 2026 in Review

WPG Advisers increased its KKR Income Opportunities Fund (KIO) stake by 28% in Q2 2026, buying an estimated $1.33K and bringing the position to 541 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

WPG Advisers first reported a position in KIO in Q2 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • WPG Advisers held 541 shares of KKR Income Opportunities Fund worth $6.09K as of Q2 2026.
  • WPG Advisers bought 119 KKR Income Opportunities Fund shares in Q2 2026, an estimated $1.33K.
  • KKR Income Opportunities Fund made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #917 holding.
  • WPG Advisers first reported a position in KKR Income Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
  • 46 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.