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Equibles

HIX

Western Asset High Income Fund II Inc.
$3.95 -0.03 (-0.75%) At close · Jul 2
Market Cap
$355.78M
Shares
90,069,708

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 87
Total Value: $66,061,622
Total Shares: 16,598,408

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 87 13F filers · Δ vs Dec 31, 2025
Top Holder
24.3%
Jun 2023 → Mar 2026 · range 18.7% – 44.8%
+1.9 pts
Top 5
61.5%
Jun 2023 → Mar 2026 · range 61.1% – 73.1%
−3.7 pts
Top 10
79.2%
Jun 2023 → Mar 2026 · range 76.6% – 85.9%
−1.8 pts
HHI
1,072
Jun 2023 → Mar 2026 · range 933 – 2,245
Broadly held−7

Quarterly Activity

vs Dec 31, 2025
New
15
Increased
24
Decreased
27
Sold Out
20
Unchanged
21
Holder count: -5
Institutional value: -8.7%
Shares held: -4.5%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large Rockefeller Capital Management L.P. +324,957 512,145
Mega CITADEL ADVISORS LLC +142,527 158,613
Mega UBS Group AG +134,457 4,041,130
Large GUGGENHEIM CAPITAL LLC +114,487 658,691
Mid SIT INVESTMENT ASSOCIATES INC +79,765 79,965

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega WELLS FARGO & COMPANY/MN −715,832 1,161,886
Mega MORGAN STANLEY −341,386 1,640,675
Mid Penserra Capital Management LLC −203,153 2,455,392
Small Shaker Financial Services, LLC −103,258 300,395
Large NewEdge Advisors, LLC −98,598 46,202

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid World Investment Advisors 100,512 $400,037
Mid WOLVERINE ASSET MANAGEMENT LLC 56,580 $225,188
Small ABSOLUTE INVESTMENT ADVISERS, LLC 52,624 $209,443
Large NOMURA HOLDINGS INC 50,000 $199,000
Mid XTX Topco Ltd 24,833 $98,835

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega JANE STREET GROUP, LLC 87,527 $364,112
Large HRT FINANCIAL LP 66,037 $274,713
Mid Virtu Financial LLC 47,062 $195,777
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 44,146 $183,646
Mid Clearstead Advisors, LLC 39,054 $162,464
Filter: New 15 Increased 24 Reduced 27 Sold out 20 Unchanged 21
Showing 87 of 87
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega UBS Group AG $16,083,695 24.35% 4,041,130
Mid Penserra Capital Management LLC $9,772,460 14.79% 2,455,392
Mega MORGAN STANLEY $6,529,884 9.88% 1,640,675
Mega WELLS FARGO & COMPANY/MN $4,624,305 7.00% 1,161,886
Mega Invesco Ltd. $3,640,151 5.51% 914,611
Large GUGGENHEIM CAPITAL LLC $2,621,590 3.97% 658,691
Large OSAIC HOLDINGS, INC. $2,545,352 3.85% 639,536
Small GraniteShares Advisors LLC $2,371,045 3.59% 595,740
Mega AMERIPRISE FINANCIAL INC $2,085,046 3.16% 523,881
Large Rockefeller Capital Management L.P. $2,038,337 3.09% 512,145
Small NWF Advisory Services Inc. $1,816,631 2.75% 456,440
Small Shaker Financial Services, LLC $1,195,572 1.81% 300,395
Mid OPPENHEIMER & CO INC $866,804 1.31% 217,790
Mega ENVESTNET ASSET MANAGEMENT INC $734,059 1.11% 184,437
Mega CITADEL ADVISORS LLC $631,279 0.96% 158,613
Mega RAYMOND JAMES FINANCIAL INC $612,576 0.93% 153,914
Small ROBINSON CAPITAL MANAGEMENT, LLC $588,263 0.89% 147,805
Small MELFA WEALTH MANAGEMENT, INC. $503,255 0.76% 126,446
Mega LPL Financial LLC $463,144 0.70% 116,368
Mid World Investment Advisors $400,037 0.61% 100,512
Mid SIT INVESTMENT ASSOCIATES INC $318,260 0.48% 79,965
Small Total Wealth Planning & Management, Inc. $313,870 0.48% 78,862
Small Sage Capital Advisors,llc $294,738 0.45% 74,055
Large Cetera Investment Advisers $273,947 0.41% 68,831
Micro AEGON USA Investment Management, LLC $241,243 0.37% 60,614
Mid WOLVERINE ASSET MANAGEMENT LLC $225,188 0.34% 56,580
Mega ROYAL BANK OF CANADA Bank $223,667 0.34% 56,198
Mid AlphaCore Capital LLC $220,890 0.33% 55,500
Small ABSOLUTE INVESTMENT ADVISERS, LLC $209,443 0.32% 52,624
Large NOMURA HOLDINGS INC $199,000 0.30% 50,000
Micro Argyle Capital Partners, LLC $190,773 0.29% 47,933
Large NewEdge Advisors, LLC $183,883 0.28% 46,202
Mid Chicago Partners Investment Group LLC $175,291 0.27% 44,043
Small MOSAIC FAMILY WEALTH PARTNERS, LLC $163,275 0.25% 41,024
Small Integrated Advisors Network LLC $160,931 0.24% 40,435
Small Sunpointe, LLC $144,915 0.22% 36,411
Mid Apollon Wealth Management, LLC $134,026 0.20% 33,675
Small Keating Financial Advisory Services, Inc. $109,450 0.17% 27,500
Large Mariner, LLC $108,598 0.16% 27,286
Micro MRA Advisory Group $107,854 0.16% 27,099
Large COMMONWEALTH EQUITY SERVICES, LLC $107,452 0.16% 26,998
Micro Integrity Advisory Solutions, LLC $102,381 0.15% 25,724
Mid XTX Topco Ltd $98,835 0.15% 24,833
Mid BENJAMIN EDWARDS INC $98,612 0.15% 24,777
Mega BANK OF AMERICA CORP /DE/ Bank $91,615 0.14% 23,019
Mid FULTON BREAKEFIELD BROENNIMAN LLC $90,744 0.14% 22,800
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $90,135 0.14% 22,647
Mid PFG Investments, LLC $87,822 0.13% 22,066
Small Quarry LP $87,253 0.13% 21,923
Small STEINBERGANNA WEALTH MANAGEMENT $83,623 0.13% 21,011
Mega MILLENNIUM MANAGEMENT LLC $75,890 0.11% 19,068
Mid D.A. DAVIDSON & CO. $73,653 0.11% 18,506
Mid CHOREO, LLC $69,427 0.11% 17,444
Large Janney Montgomery Scott LLC $67,660 0.10% 17,000
Mid United Asset Strategies, Inc. $67,007 0.10% 16,836
Large Focus Partners Wealth $63,680 0.10% 16,000
Small ASHTON THOMAS SECURITIES, LLC Broker-Dealer $63,680 0.10% 16,000
Small SeaCrest Wealth Management, LLC $59,254 0.09% 14,888
Mid WEDBUSH SECURITIES INC Broker-Dealer $55,891 0.08% 14,043
Micro ACCREDITED INVESTOR SERVICES, LLC $44,464 0.07% 11,172
Mid GREAT VALLEY ADVISOR GROUP, INC. $43,935 0.07% 11,039
Small Shulman DeMeo Asset Management LLC $43,322 0.07% 10,885
Micro Hamrick Investment Counsel, llc $40,536 0.06% 10,185
Mid One Capital Management, LLC $40,269 0.06% 10,118
Micro Marshall & Sterling Wealth Advisors Inc. $33,519 0.05% 8,422
Mid Larson Financial Group LLC $24,934 0.04% 6,265
Small Destiny Wealth Partners, LLC $22,164 0.03% 5,569
Small CoreCap Advisors, LLC $21,830 0.03% 5,485
Small Pinnacle Wealth Planning Services, Inc. $12,413 0.02% 3,119
Small HHM Wealth Advisors, LLC $8,955 0.01% 2,250
Small Golden State Wealth Management, LLC $8,182 0.01% 2,056
Small HIGHLINE WEALTH PARTNERS LLC $7,960 0.01% 2,000
Large Steward Partners Investment Advisory, LLC $6,368 0.01% 1,600
Mid Parallel Advisors, LLC $5,544 0.01% 1,393
Small Activest Wealth Management $5,305 0.01% 1,333
Small ALERUS FINANCIAL NA $4,903 0.01% 1,232
Micro WPG Advisers, LLC $4,194 0.01% 1,054
Small Salomon & Ludwin, LLC $4,007 0.01% 1,007
Mid Allworth Financial LP $3,980 0.01% 1,000
Large FIFTH THIRD BANCORP Bank $3,693 0.01% 928
Mega BlackRock, Inc. $3,100 0.00% 779
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $2,985 0.00% 750
Micro Osbon Capital Management LLC $2,885 0.00% 725
Mid Farther Finance Advisors, LLC $2,587 0.00% 650
Mid Western Wealth Management, LLC $1,448 0.00% 364
Mid WHITTIER TRUST CO OF NEVADA INC Bank $728 0.00% 183
Large CWM, LLC $71 0.00% 18
Key facts CIK 1058239 CUSIP 95766J102 Visit website Investor relations

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