Whipplewood Advisors, LLC

Position in WEA — Western Asset Premier Bond Fund

CIK 2052510 LITTLETON, CO

Position in WEA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,802,412

-$112,061 QoQ

Shares Held

357,034

-3.5% QoQ

Ownership

3.01%

of shares outstanding

% of Portfolio

7.37%

of 13F equity value

Holder Rank

of 40 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $37,105,736 across 49 Asset Management names. WEA ranks #1 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEA	Western Asset Premier Bond Fund This page	357,034	$3,802,412
2	ARCC	Ares Capital Corp	177,662	$3,292,076
3	BXSL	Blackstone Secured Lending Fund	121,437	$2,879,271
4	DFP	Flaherty & Crumrine Dynamic Preferred & Income Fund Inc	93,297	$1,928,448
5	GBDC	GOLUB CAPITAL BDC, Inc.	112,027	$1,442,907
6	NIM	Nuveen Select Maturities Municipal Fund	151,035	$1,422,749
7	HTGC	Hercules Capital, Inc.	83,463	$1,316,211
8	HYT	Blackrock Corporate High Yield Fund, Inc.	131,117	$1,122,361

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,802,412	357,034	-3.5%	Shares	Sole	2026-07-27
2026-03-31	$3,914,473	369,988	+0.9%	Shares	Sole	2026-04-30
2025-12-31	$4,046,543	366,867	+34.1%	Shares	Sole	2026-02-17
2025-09-30	$3,071,517	273,510	+0.6%	Shares	Sole	2025-11-06
2025-06-30	$2,949,518	271,845	+219.7%	Shares	Sole	2025-07-31
2025-03-31	$953,119	85,024	-66.7%	Shares	Sole	2025-04-10
2024-12-31	$2,753,458	255,660	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.