Who Owns Western Asset Bond ETF (WABF)?Hedge Fund & Institutional Holders
Institutional Holders
8
as of Q4 2025
Total Institutional Value
$10000370312911.0T
% of Float Held
—
QoQ Change in Holders
+4 / -2
Price History
WABF — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Landmark Wealth Management, LLC | New Position | +146K | +$3.7M |
| Encompass More Asset Management | New Position | +51K | +$1.3M |
| AE Wealth Management LLC | New Position | +1 | +$0 |
| BANK OF AMERICA CORP /DE/ | New Position | +269 | +$0 |
| Jackson Wealth Management, LLC | Increased | +879 | +$-1.5B |
WABF — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Closed Position | -11K | -$274.0M |
| JPMORGAN CHASE & CO | Closed Position | -745 | -$19.0M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FRANKLIN RESOURCES INC | 397,000 | $10.0M | 0.00% | Share |
| 2 | Landmark Wealth Management, LLC | 146,079 | $3.7M | 1.42% | Share |
| 3 | Encompass More Asset Management | 50,953 | $1.3M | 0.24% | Share |
| 4 | Jackson Wealth Management, LLC | 64,613 | $1.0M | 0.10% | Share |
| 5 | Jackson Wealth Management, LLC | 25,878 | $449K | 0.04% | Share |
| 6 | BANK OF AMERICA CORP /DE/ | 269 | $0 | 0.00% | Share |
| 7 | OSAIC HOLDINGS, INC. | 310 | $0 | 0.00% | Share |
| 8 | AE Wealth Management LLC | 1 | $0 | 0.00% | Share |
WABF Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 7 | $16.5M | +2 |
| Q3 2025 | 5 | $11.9B | -5 |
| Q2 2025 | 10 | $13.9B | +1 |
| Q1 2025 | 9 | $16.0B | -4 |
| Q4 2024 | 13 | $38.0B | -18 |
| Q3 2024 | 31 | $41.0T | +18 |
| Q2 2024 | 13 | $40.4T | +0 |
| Q1 2024 | 13 | $41.2T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 8 institutional investors hold WABF (Western Asset Bond ETF). The largest holder is FRANKLIN RESOURCES INC with $10.0M in shares. This quarter, 4 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own WABF?
As of Q4 2025, 8 institutional investors report holding WABF (Western Asset Bond ETF) in their 13F filings.
Who is the largest institutional holder of WABF?
The largest institutional holder of WABF is FRANKLIN RESOURCES INC with $10.0M in shares.
Is institutional ownership of WABF increasing or decreasing?
This quarter, 4 institutions opened new positions in WABF and 2 closed their positions.