Bessemer Group
WIW

Bessemer Group’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Bessemer Group’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
2025
Q1 		– Sell
-2,061
Closed -$17K – 2748
2024
Q4 		$17K Sell
2,061
-8,999
-81% -$77.8K ﹤0.01% 1582
2024
Q3 		$98K Buy
11,060
+9,165
+484% +$79K ﹤0.01% 1287
2024
Q2 		$16K Buy
1,895
+85
+5% +$726 ﹤0.01% 1427
2024
Q1 		$16K Buy
1,810
+413
+30% +$3.55K ﹤0.01% 1477
2023
Q4 		$12K Buy
1,397
+55
+4% +$463 ﹤0.01% 1558
2023
Q3 		$11K Sell
1,342
-644
-32% -$5.63K ﹤0.01% 1571
2023
Q2 		$18K Buy
1,986
+507
+34% +$4.61K ﹤0.01% 1546
2023
Q1 		$14K Sell
1,479
-2
-0.1% -$19 ﹤0.01% 1437
2022
Q4 		$14K Buy
1,481
+306
+26% +$2.86K ﹤0.01% 1380
2022
Q3 		$11K Sell
1,175
-245
-17% -$2.52K ﹤0.01% 1533
2022
Q2 		$15K Buy
1,420
+110
+8% +$1.21K ﹤0.01% 1309
2022
Q1 		$16K Buy
1,310
+98
+8% +$1.21K ﹤0.01% 1300
2021
Q4 		$16K Buy
+1,212
New +$16.4K ﹤0.01% 1325

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

Bessemer Group's WIW Position: Q1 2025 in Review

Bessemer Group sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2025, closing a stake of 2,061 shares — an estimated $17K sold.

Bessemer Group first reported a position in WIW in Q4 2021 and held it in 13 quarters. The position peaked at $98K in Q3 2024. 95 funds tracked by Wall St. Rank hold WIW as of Q1 2025.

  • Bessemer Group reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2025 after selling out during the quarter.
  • Bessemer Group sold 2,061 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2025, an estimated $17K.
  • Bessemer Group first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2021 and held it in 13 quarters.
  • Bessemer Group's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $98K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.