NEW YORK, NY
WESTERN ASSET HIGH INCOME FUND II INC.HIX— Latest position per institution from SEC 13F filings
15
Institutional holders
15.91M
Total shares held
51.39M
Estimated value
795.50K
Avg. position size
UBS GROUP AG
CIK 1610520
Shares
4.04M
Value
16.08M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
2.46M
Value
9.77K
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
1.64M
Value
6.53M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.16M
Value
4.62M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
914.61K
Value
3.64M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
658.69K
Value
2.62M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
639.54K
Value
2.55M
Filed
Mar 31, 2026
GRANITESHARES ADVISORS LLC
CIK 1839545
Shares
595.74K
Value
2.37M
Filed
Mar 31, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
523.88K
Value
2.08M
Filed
Mar 31, 2026
ROCKEFELLER CAPITAL MANAGEMENT L.P.
CIK 1739439
Shares
512.14K
Value
2.04M
Filed
Mar 31, 2026
NWF ADVISORY SERVICES INC.
CIK 2045735
Shares
456.44K
Value
1.82M
Filed
Mar 31, 2026
RAREVIEW CAPITAL LLC
CIK 2044533
Shares
381.89K
Value
1.64M
Filed
Jun 30, 2025
CREATIVE PLANNING
CIK 1540235
Shares
366.78K
Value
1.78M
Filed
Dec 31, 2022
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
300.39K
Value
1.20M
Filed
Mar 31, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
270K
Value
1.13K
Filed
Mar 31, 2025
CLOUGH CAPITAL PARTNERS L P
CIK 1276144
Shares
224.88K
Value
980.00
Filed
Sep 30, 2022
OPPENHEIMER & CO INC
CIK 822581
Shares
217.79K
Value
866.80K
Filed
Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
184.44K
Value
734.06K
Filed
Mar 31, 2026
EP WEALTH ADVISORS, LLC
CIK 1540569
Shares
183.90K
Value
57.44K
Filed
Jun 30, 2023
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
179.80K
Value
756.96K
Filed
Dec 31, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | UBS GROUP AG | 1610520 | 4.04M | 16.08M | Mar 31, 2026 |
| 2 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 2.46M | 9.77K | Mar 31, 2026 |
| 3 | MORGAN STANLEY | 895421 | 1.64M | 6.53M | Mar 31, 2026 |
| 4 | WELLS FARGO & COMPANY/MN | 72971 | 1.16M | 4.62M | Mar 31, 2026 |
| 5 | INVESCO LTD. | 914208 | 914.61K | 3.64M | Mar 31, 2026 |
| 6 | GUGGENHEIM CAPITAL LLC | 1283072 | 658.69K | 2.62M | Mar 31, 2026 |
| 7 | OSAIC HOLDINGS, INC. | 1677044 | 639.54K | 2.55M | Mar 31, 2026 |
| 8 | GRANITESHARES ADVISORS LLC | 1839545 | 595.74K | 2.37M | Mar 31, 2026 |
| 9 | AMERIPRISE FINANCIAL INC | 820027 | 523.88K | 2.08M | Mar 31, 2026 |
| 10 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1739439 | 512.14K | 2.04M | Mar 31, 2026 |
| 11 | NWF ADVISORY SERVICES INC. | 2045735 | 456.44K | 1.82M | Mar 31, 2026 |
| 12 | RAREVIEW CAPITAL LLC | 2044533 | 381.89K | 1.64M | Jun 30, 2025 |
| 13 | CREATIVE PLANNING | 1540235 | 366.78K | 1.78M | Dec 31, 2022 |
| 14 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 300.39K | 1.20M | Mar 31, 2026 |
| 15 | COHEN & STEERS, INC. | 1284812 | 270K | 1.13K | Mar 31, 2025 |
| 16 | CLOUGH CAPITAL PARTNERS L P | 1276144 | 224.88K | 980.00 | Sep 30, 2022 |
| 17 | OPPENHEIMER & CO INC | 822581 | 217.79K | 866.80K | Mar 31, 2026 |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 184.44K | 734.06K | Mar 31, 2026 |
| 19 | EP WEALTH ADVISORS, LLC | 1540569 | 183.90K | 57.44K | Jun 30, 2023 |
| 20 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 179.80K | 756.96K | Dec 31, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.