Bartlett & Co Wealth Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Bartlett & Co Wealth Management’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 Q2	$25.2K	Hold	3,000	–	–	﹤0.01%	850
2026 Q1	$25.6K	Hold	3,000	–	–	﹤0.01%	787
2025 Q4	$25.8K	Hold	3,000	–	–	﹤0.01%	776
2025 Q3	$26.7K	Hold	3,000	–	–	﹤0.01%	771
2025 Q2	$26.3K	Hold	3,000	–	–	﹤0.01%	768
2025 Q1	$26.4K	Hold	3,000	–	–	﹤0.01%	773
2024 Q4	$24.8K	Hold	3,000	–	–	﹤0.01%	775
2024 Q3	$26.5K	Hold	3,000	–	–	﹤0.01%	769
2024 Q2	$25.5K	Hold	3,000	–	–	﹤0.01%	783
2024 Q1	$25.9K	Hold	3,000	–	–	﹤0.01%	782
2023 Q4	$26.2K	Hold	3,000	–	–	﹤0.01%	823
2023 Q3	$24.7K	Hold	3,000	–	–	﹤0.01%	775
2023 Q2	$26.6K	Hold	3,000	–	–	﹤0.01%	769
2023 Q1	$27.4K	Sell	3,000 -5	-0.2%	-$47	﹤0.01%	660
2022 Q4	$27.4K	Sell	3,005 -1,700	-36%	-$15.9K	﹤0.01%	665
2022 Q3	$42.7K	Hold	4,705	–	–	﹤0.01%	584
2022 Q2	$49.5K	Sell	4,705 -4,685	-50%	-$51.4K	﹤0.01%	571
2022 Q1	$113K	Buy	+9,390	New	+$116K	﹤0.01%	469
2021 Q4	–	Sell	-9,540	Closed	-$127K	–	890
2021 Q3	$127K	Hold	9,540	–	–	﹤0.01%	382
2021 Q2	$125K	Sell	9,540 -98,073	-91%	-$1.25M	﹤0.01%	386
2021 Q1	$1.31M	Sell	107,613 -9,541	-8%	-$117K	0.03%	195
2020 Q4	$1.45M	Sell	117,154 -60,612	-34%	-$710K	0.03%	184
2020 Q3	$2M	Sell	177,766 -265,627	-60%	-$3.02M	0.05%	157
2020 Q2	$4.86M	Sell	443,393 -3,148	-0.7%	-$33.1K	0.13%	118
2020 Q1	$4.27M	Buy	446,541 +9,596	+2%	+$107K	0.13%	118
2019 Q4	$5.04M	Buy	436,945 +148,115	+51%	+$1.66M	0.12%	119
2019 Q3	$3.2M	Buy	+288,830	New	+$3.23M	0.08%	139
2019 Q2	–	Sell	-656	Closed	-$7.04K	–	815
2019 Q1	$7.04K	Hold	656	–	–	﹤0.01%	599
2018 Q4	$6.66K	Hold	656	–	–	﹤0.01%	609
2018 Q3	$7.11K	Hold	656	–	–	﹤0.01%	620
2018 Q2	$7.31K	Hold	656	–	–	﹤0.01%	612
2018 Q1	$7.43K	Buy	+656	New	+$7.52K	﹤0.01%	634

Other funds holding WIW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Bartlett & Co Wealth Management's WIW Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) position steady in Q2 2026 at 3,000 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Bartlett & Co Wealth Management first reported a position in WIW in Q1 2018 and has held it in 32 quarters since. The position peaked at $5.04M in Q4 2019. 100 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

Bartlett & Co Wealth Management held 3,000 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $25.2K as of Q2 2026.
Bartlett & Co Wealth Management left its Western Asset Inflation-Linked Opportunities & Income Fund share count unchanged in Q2 2026.
Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #850 holding.
Bartlett & Co Wealth Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2018 and has held it in 32 quarters since.
Bartlett & Co Wealth Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $5.04M in Q4 2019.
100 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.