Institutional Ownership
Wstrn Ast Glbl Corp Opp Fd I
CUSIP 95790C107COMGDOQ1 2026
Institutional Holders
32
13F filers
Shares Held
1.56M
Aggregate institutional
Institutional Value
$16.64M
Q1 2026
Net New Holders
+5
7 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased7
Decreased11
Sold out2
Institutional Holders
32 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 184.9K | $1.99M | +22.8K | Added |
| 2 | Osaic Holdings, Inc. | 168.4K | $1.81M | −8.6K | Reduced |
| 3 | Ameriprise Financial Inc | 167.1K | $1.80M | +16.0K | Added |
| 4 | 1607 Capital Partners, LLC | 156.4K | $1.68M | +87.4K | Added |
| 5 | Shaker Financial Services, LLC | 120.0K | $1.29M | +25.1K | Added |
| 6 | Smith Asset Management Co., LLC | 112.7K | $1.21M | −3.0K | Reduced |
| 7 | Guggenheim Capital LLC | 102.9K | $1.11M | +24.6K | Added |
| 8 | Fiera Capital Corp | 101.0K | $1.09M | −3.7K | Reduced |
| 9 | Raymond James Financial Inc | 62.1K | $668.7K | −131 | Reduced |
| 10 | Sowell Financial Services LLC | 59.6K | $641.7K | −800 | Reduced |
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