Institutional Ownership
Wstrn Ast Glbl Corp Opp Fd I
CUSIP 95790C107COMGDOQ1 2026
13D / 13G Filings
13
Schedule 13D/13G on record
Beneficial Filers
7
Distinct reporting persons
Largest Stake
14.9%
Max % of class reported
Institutional Holders
32
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
13 filings · latest Nov 14, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 14, 2025 | Osaic Holdings, Inc. | 13G | 5.5% | 412.1K | SEC |
| 2 | Jul 23, 2025 | First Trust Portfolios L.P. | 13G/A | 9.6% | 723.7K | SEC |
| 3 | Jan 17, 2025 | First Trust Portfolios L.P. | 13G/A | 11.1% | 834.8K | SEC |
| 4 | Jan 3, 2025 | Sit Investment Associates, Inc. | 13G/A | — | — | SEC |
| 5 | Nov 7, 2024 | First Trust Portfolios LP | 13G/A | 14.9% | 1.12M | SEC |
| 6 | Feb 14, 2024 | Punch & Associates Investment Management, Inc. | 13G/A | 4.9% | 736.3K | SEC |
| 7 | Feb 12, 2024 | Sit Investment Associates Inc | 13G | 7.6% | 1.14M | SEC |
| 8 | Jan 17, 2024 | First Trust Portfolios LP | 13G/A | 9.0% | 1.35M | SEC |
| 9 | Dec 11, 2023 | Morgan Stanley | 13G/A | 4.0% | 595.3K | SEC |
| 10 | Feb 13, 2023 | Punch & Associates Investment Management, Inc. | 13G | 5.6% | 837.7K | SEC |
3 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Wstrn Ast Glbl Corp Opp Fd I.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 184.9K | $1.99M |
| 2 | Osaic Holdings, Inc. | 168.4K | $1.81M |
| 3 | Ameriprise Financial Inc | 167.1K | $1.80M |
| 4 | 1607 Capital Partners, LLC | 156.4K | $1.68M |
| 5 | Shaker Financial Services, LLC | 120.0K | $1.29M |
| 6 | Smith Asset Management Co., LLC | 112.7K | $1.21M |
| 7 | Guggenheim Capital LLC | 102.9K | $1.11M |
| 8 | Fiera Capital Corp | 101.0K | $1.09M |
| 9 | Raymond James Financial Inc | 62.1K | $668.7K |
| 10 | Sowell Financial Services LLC | 59.6K | $641.7K |