SIT INVESTMENT ASSOCIATES INC WEA — WESTERN ASSET PREMIERW Common

Ownership history in SIT INVESTMENT ASSOCIATES INC  ·  69 quarters on record

AI Ownership Summary

SIT INVESTMENT ASSOCIATES INC reported WESTERN ASSET PREMIERW Common (WEA) in 69 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.35% in 2023 Q4. The latest visible filing shows WEA at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WEA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIT INVESTMENT ASSOCIATES INC's position in WESTERN ASSET PREMIERW Common, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WEA was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WEA stock page SIT INVESTMENT ASSOCIATES INC fund profile SIT INVESTMENT ASSOCIATES INC full holdings
How SIT INVESTMENT ASSOCIATES INC held WEA — position size vs. price
% of Fund (quarterly)    WEA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 910,502 -68,712 -7.0% 0.20% $10K 2026-05-13 $10.40
2025 Q4 ADDED — — — 979,214 +49,505 +5.3% 0.22% $10.8M 2026-02-12 $10.75
2025 Q3 ADDED — — — 929,709 +223,979 +31.7% 0.21% $10.4M 2025-11-13 $10.52
2025 Q2 ADDED — — — 705,730 +11,619 +1.7% 0.16% $7.7M 2025-08-14 $10.17
2025 Q1 ADDED — — — 694,111 +24,092 +3.6% 0.18% $7.8M 2025-05-13 $9.69
2024 Q4 REDUCED 6.7% +6.2% ❌ 670,019 -48,367 -6.7% 0.16% $7.2M 2025-02-13 $9.79
2024 Q3 REDUCED 6.6% -2.8% ✅ 718,386 -50,700 -6.6% 0.18% $8.1M 2024-11-13 $9.69
2024 Q2 REDUCED 32.3% +9.6% ❌ 769,086 -367,743 -32.3% 0.19% $8.1M 2024-08-14 $9.52
2024 Q1 REDUCED 15.0% -0.2% ✅ 1,136,829 -201,280 -15.0% 0.28% $12.1M 2024-05-14 $9.13
2023 Q4 REDUCED — — — 1,338,109 -64,351 -4.6% 0.35% $14.5M 2024-02-13 $9.04
59 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WEA

As of 2026 Q1 — sorted by position size

Whipplewood Advisors, LLC 2.03% 1607 Capital Partners, LLC 3Y 7Y 0.25% Smith Asset Management Co., LLC 0.17% Insight Wealth Partners, LLC 3Y 0.13% MELFA WEALTH MANAGEMENT, INC. 3Y 0.1% Medallion Wealth Advisors, LLC 0.09% ProVise Management Group, LLC 3Y 7Y 0.09% INVICTUS PRIVATE WEALTH, LLC 0.07% Hennion & Walsh Asset Management, Inc. 3Y 0.05% GUGGENHEIM CAPITAL LLC 3Y 7Y 0.02%

FAQ About SIT INVESTMENT ASSOCIATES INC and WEA

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIT INVESTMENT ASSOCIATES INC reported owning WEA?

SIT INVESTMENT ASSOCIATES INC reported WEA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WEA position in SIT INVESTMENT ASSOCIATES INC's portfolio?

The largest reported portfolio weight for WEA was 0.35% in 2023 Q4.

What is the latest reported WEA position on this page?

The most recent filing on this page is 2026 Q1, when SIT INVESTMENT ASSOCIATES INC reported 910,502 shares, equal to 0.20% of portfolio, with an estimated market value of $10K.

What does the chart on this WEA ownership page compare?

The chart compares SIT INVESTMENT ASSOCIATES INC's quarterly WEA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SIT INVESTMENT ASSOCIATES INC time their WEA position?

Based on 13F filing dates vs. subsequent WEA price moves, SIT INVESTMENT ASSOCIATES INC correctly timed 28 out of 64 reported position changes (44%). The annualised alpha on WEA relative to SPY over the holding period was -3.9%.

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