Ann: Change in substantial holding from WAA, page-5

Yes. I'm top 10, and was in the market for more today. Yield is more like 4% ff at the moment. This isn't really a yield play- it's a stable, diversified XJO tracker (though with very mild outperformance lately), with GW on the register and creeping higher, that you can get for a discount to NTA of 10%+ / 20%+ if you include the off-BS losses.