Western Asset Short Duration Income ETF
WINC
WINC was delisted on the 22nd of August, 2025.
12 hedge funds and large institutions have $6.4M invested in Western Asset Short Duration Income ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 0 closing their positions.
9% more funds holding
Funds holding: 11 → 12 (+1)
16.12% less ownership
Funds ownership: 69.01% → 52.89% (-16%)
23% less capital invested
Capital invested by funds: $8.26M → $6.4M (-$1.86M)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$316K |
| 2 |
Jane Street
New York
|
+$178K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$265 |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$24 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.16M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$816K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$168K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$162K |
| 5 |
AF
Allworth Financial
Folsom,
California
|
-$91.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EMAM
1
Encompass More Asset Management
Danville,
California
| $2.51M | +$316K | +13,130 | +14% |
|
|
2
LPL Financial
San Diego,
California
| $1.12M | -$1.16M | -48,017 | -51% |
|
|
3
Citadel Advisors
Miami,
Florida
| $779K | -$162K | -6,718 | -17% |
|
|
CL
4
Choreo LLC
Rockford,
Illinois
| $583K | -$3.62K | -150 | -0.6% |
|
|
5
Jane Street
New York
| $542K | +$178K | +7,369 | +49% |
|
|
PSCM
6
Per Stirling Capital Management
Austin,
Texas
| $488K | -$38.2K | -1,587 | -7% |
|
|
IWC
7
Integrated Wealth Concepts
Waltham,
Massachusetts
| $257K | -$816K | -33,855 | -76% |
|
|
AWM
8
AE Wealth Management
Topeka,
Kansas
| $59.8K | -$168K | -6,979 | -74% |
|
|
AF
9
Allworth Financial
Folsom,
California
| $58.4K | -$91.6K | -3,800 | -61% |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| $3.15K | +$24 | +1 | +0.8% |
|
|
11
UBS Group
Zurich,
Switzerland
| $266 | +$265 | +11 | New |
|
12
Morgan Stanley
New York
| $37 | – | – | – |
|
WINC Hedge Fund Activity: Q1 2025 in Review
12 of the 7,466 institutional investors tracked by Wall St. Rank reported a position in Western Asset Short Duration Income ETF (WINC) for Q1 2025, worth a combined $6.4M — down 23% from $8.26M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WINC positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 7 trimmed.
The largest buyer was Encompass More Asset Management, adding an estimated $316K. The largest seller was LPL Financial, cutting an estimated $1.16M.
- 12 institutional investors held Western Asset Short Duration Income ETF (WINC) as of Q1 2025, up from 11 in Q4 2024.
- Funds reported $6.4M of Western Asset Short Duration Income ETF stock for Q1 2025, down 23% quarter-over-quarter.
- 1 fund opened new Western Asset Short Duration Income ETF positions in Q1 2025 and 0 closed out, a net change of +1 holder.
- The largest Western Asset Short Duration Income ETF buyer in Q1 2025 was Encompass More Asset Management, an estimated $316K added.
- The largest Western Asset Short Duration Income ETF seller in Q1 2025 was LPL Financial, an estimated $1.16M sold.
Based on aggregated 13F filings for Q1 2025.