Western Asst INV GR Oppor TR (IGI)

CUSIP: 95790A101 | US | Financial Services · Asset Management | Micro Cap | 131 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/A1607 Capital Partners, LLC with Asset Management Committee of Dominion Energy, Inc.	331,558	5.5%	New 5%+ stake	Jun 30, 2026	No 13F filer matched

13G/A1607 Capital Partners, LLC331,558

5.5% of class · Jun 30, 2026New 5%+ stake

with Asset Management Committee of Dominion Energy, Inc.

No 13F filer matched

Institutional Holders — Q3 2026

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Hennion & Walsh Asset Management, Inc.175,969

0.1% of portfolio$2.8M

Uhlmann Price Securities, LLC12,676

0.0% of portfolio$200.9K

Melfa Wealth Management, Inc.10,424

0.1% of portfolio$165.2K

Noble Wealth Management PBC1,000

0.0% of portfolio$15.9K

Citigroup Inc1

0.0% of portfolio$16

				Style	Turnover	Location	Filed
Hennion & Walsh Asset Management, Inc.	175,969	$2.8M	0.1%	Value	Medium	Parsippany, NJ	2026-10-13
Uhlmann Price Securities, LLC	12,676	$200.9K	0.0%	Agg Growth	Low	Skokie, IL	2026-11-03
Melfa Wealth Management, Inc.	10,424	$165.2K	0.1%	Yield	Low	Westborough, MA	2026-11-06
Noble Wealth Management PBC	1,000	$15.9K	0.0%	Yield	Medium	Greenwood Village, CO	2026-10-01
Citigroup Inc	1	$16	0.0%	Core	Medium	New York, NY	2026-11-04