AIS
WIW

Accredited Investor Services’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Accredited Investor Services’s Portfolio WIW Stock Details WIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$121K Sell
14,317
-1,942
-12% -$16.7K 0.08% 69
2025
Q4 		$140K Sell
16,259
-746
-4% -$6.56K 0.09% 68
2025
Q3 		$151K Sell
17,005
-1,618
-9% -$14.3K 0.1% 65
2025
Q2 		$163K Sell
18,623
-569
-3% -$4.88K 0.12% 60
2025
Q1 		$169K Buy
+19,192
New +$165K 0.14% 58

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Accredited Investor Services's WIW Position: Q1 2026 in Review

Accredited Investor Services reduced its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 12% in Q1 2026, selling an estimated $16.7K and leaving 14,317 shares worth $121K. The position accounts for 0.08% of the portfolio, ranked #69.

Accredited Investor Services first reported a position in WIW in Q1 2025 and has held it in 5 quarters since. The position peaked at $169K in Q1 2025. 95 funds tracked by Wall St. Rank hold WIW as of Q1 2026.

  • Accredited Investor Services held 14,317 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $121K as of Q1 2026.
  • Accredited Investor Services sold 1,942 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2026, an estimated $16.7K.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up 0.08% of Accredited Investor Services's portfolio in Q1 2026, its #69 holding.
  • Accredited Investor Services first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2025 and has held it in 5 quarters since.
  • Accredited Investor Services's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $169K in Q1 2025.
  • 95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2026.

Based on Accredited Investor Services's 13F filing for Q1 2026, filed 21 Apr 2026.