Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Western Asset Premier Bd Fd (WEA)

37 + Investors. Track Smart Money conviction in WEA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
53%

Smart Money Signals — WEA

Based on 37 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
37 funds currently hold this stock — 88% of the 3.0-year high of 42 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold WEA compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 53% buying

20 buying18 selling
Last quarter: 20 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 1 → 3 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

78% of holders stayed for 2+ years

■ 78% conviction (2yr+) ■ 11% medium ■ 11% new
29 out of 37 hedge funds have held WEA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +3%, value -15%

Value
-15%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -15%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~5 new funds/quarter

3 → 2 → 1 → 3 → 5 new funds/Q
New funds entering each quarter: 2 → 1 → 3 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 81% veterans vs 14% newcomers

■ 81% veterans ■ 5% 1-2yr ■ 14% new
Entry-cohort mix of 37 holders: 30 (81%) are 2+ year veterans, 2 entered 1–2 years ago, and 5 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
7 of 37 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in WEA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WEA

In 2026 Q1, 20 hedge funds were net buyers of WEA (5 opened a new position, 15 added to an existing one), while 18 reduced or exited (13 trimmed, 5 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 49% of total institutional value in WEA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 37.

Hedge Fund Ownership: WEA

How many hedge funds hold WEA — quarterly history vs. share price
Quarterly hedge fund ownership of WEA vs. share price

Market Analysis: WEA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WEA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Western Asset Premier Bd Fd (WEA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WEA has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
WEA
+-0.0%
XLF
+8.8%

WEA outperformed XLF by -8.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
WEA
+0.5%
XLF
+5.1%

Since the filing became public, WEA outperformed XLF by -4.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: WEA
37 + Investors

Track Smart Money conviction in WEA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 37 37 -
13F Shares 7M 6M 3.4%
Total Value $60M $70M -15.2%
New Positions 5 3 +2
Increased Positions 15 19 -4
Closed Positions 5 4 +1
Reduced Positions 13 11 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WEA

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

37 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WEA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 WEA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Whipplewood Advisors, LLC 2.03% 369,988 $3.9M
2 1607 Capital Partners, LLC 0.25% 321,607 $3.4M
3 Smith Asset Management Co., LLC 0.17% 18,367 $194K
4 Insight Wealth Partners, LLC 0.13% 86,574 $916K
5 Melfa Wealth Management, INC. 0.10% 17,281 $183K
6 Medallion Wealth Advisors, LLC 0.09% 18,413 $205K
7 ProVise Management Group, LLC 0.09% 118,381 $1.3M
8 Invictus Private Wealth, LLC 0.07% 104,282 $1.1M
9 Hennion & Walsh Asset Management, Inc. 0.05% 131,065 $1.4M
10 Guggenheim Capital LLC 0.02% 224,641 $2.4M
11 Private Advisor Group, LLC 0.01% 225,284 $2.4M
12 Advisory Services Network, LLC 0.01% 69,938 $740K
13 Allspring Global Investments Holdings, LLC 0.01% 489,939 $5.2M
14 Fiera Capital Corp 0.01% 183,679 $1.9M
15 Integrated Wealth Concepts LLC 0.00% 55,191 $584K
16 Marex Group plc 0.00% 11,682 $123K
17 Harbour Investments, INC. 0.00% 8,229 $87K
18 Morgan Stanley 0.00% 2,106,991 $22.3M
19 LPL Financial LLC 0.00% 414,976 $4.4M
20 Raymond James Financial Inc 0.00% 348,573 $3.7M
21 Highline Wealth Partners LLC 0.00% 270 $3K
22 Calamos Advisors LLC 0.00% 13,759 $146K
23 Commonwealth Equity Services, LLC 0.00% 30,453 $322K
24 IFP Advisors, Inc 0.00% 1,082 $11K
25 Fifth Third Bancorp 0.00% 5,050 $53K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Western Asset Premier Bd Fd (WEA)

What does the Smart Money Trend signal show for WEA?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for WEA?

Slight buying edge — 53% buying: Last quarter: 20 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WEA holders?

Elite ownership — 49% AUM from top-100 funds: 7 of 37 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in WEA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WEA?

78% of holders stayed for 2+ years: 29 out of 37 hedge funds have held WEA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Western Asset Premier Bd Fd (WEA) following the 2026 Q1 hedge fund 13F filings?

As of today, WEA has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -4.6%. Since the quarter end (March 31, 2026), WEA has gained +-0.0% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →