Allworth Financial’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Allworth Financial’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	$11K	Buy	1,300 +1,000	+333%	+$8.6K	﹤0.01%	3439
2025 Q4	$2.58K	Hold	300	–	–	﹤0.01%	4024
2025 Q3	$2.67K	Sell	300 -850	-74%	-$7.51K	﹤0.01%	3874
2025 Q2	$10.1K	Buy	1,150 +300	+35%	+$2.57K	﹤0.01%	2889
2025 Q1	$7.29K	Hold	850	–	–	﹤0.01%	2571
2024 Q4	$7.26K	Hold	850	–	–	﹤0.01%	2587
2024 Q3	$7.51K	Hold	850	–	–	﹤0.01%	2390
2024 Q2	$7.22K	Hold	850	–	–	﹤0.01%	2357
2024 Q1	$7.34K	Hold	850	–	–	﹤0.01%	2241
2023 Q4	$7.37K	Hold	850	–	–	﹤0.01%	2106
2023 Q3	$7K	Buy	+850	New	+$7.43K	﹤0.01%	1972

Other funds holding WIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial's WIW Position: Q1 2026 in Review

Allworth Financial increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 333% in Q1 2026, buying an estimated $8.6K and bringing the position to 1,300 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #3439.

Allworth Financial first reported a position in WIW in Q3 2023 and has held it in 11 quarters since. 95 funds tracked by Wall St. Rank hold WIW as of Q1 2026.

Allworth Financial held 1,300 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $11K as of Q1 2026.
Allworth Financial bought 1,000 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2026, an estimated $8.6K.
Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3439 holding.
Allworth Financial first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2023 and has held it in 11 quarters since.
95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.