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

Atala 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 Q3	$1.52M	Hold	192,584	–	–	0.88%	33
2026 Q2	$1.62M	Hold	192,584	–	–	0.98%	30
2026 Q1	$1.63M	Buy	192,584 +5,000	+3%	+$43K	1.1%	31
2025 Q4	$1.61M	Sell	187,584 -27,109	-13%	-$238K	1.03%	31
2025 Q3	$1.91M	Hold	214,693	–	–	1.2%	28
2025 Q2	$1.88M	Hold	214,693	–	–	1.3%	24
2025 Q1	$1.89M	Sell	214,693 -3,700	-2%	-$31.9K	1.37%	20
2024 Q4	$1.81M	Buy	+218,393	New	+$1.89M	1.27%	22

Other funds holding WIW

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Accredited Investor Services St. Cloud, Minnesota $179M AUM 16.38% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Atala Financial's WIW Position: Q3 2026 in Review

Atala Financial held its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) position steady in Q3 2026 at 192,584 shares worth $1.52M. The position accounts for 0.88% of the portfolio, ranked #33.

Atala Financial first reported a position in WIW in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.91M in Q3 2025. 10 funds tracked by Wall St. Rank hold WIW as of Q3 2026.

Atala Financial held 192,584 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $1.52M as of Q3 2026.
Atala Financial left its Western Asset Inflation-Linked Opportunities & Income Fund share count unchanged in Q3 2026.
Western Asset Inflation-Linked Opportunities & Income Fund made up 0.88% of Atala Financial's portfolio in Q3 2026, its #33 holding.
Atala Financial first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2024 and has held it in 8 quarters since.
Atala Financial's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $1.91M in Q3 2025.
10 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.