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

BlackDiamond 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	–	Sell	-26,066	Closed	-$221K	–	237
2026 Q1	$221K	Sell	26,066 -4,558	-15%	-$39.2K	0.11%	186
2025 Q4	$265K	Buy	30,624 +781	+3%	+$6.87K	0.13%	160
2025 Q3	$265K	Sell	29,843 -441	-1%	-$3.9K	0.14%	140
2025 Q2	$266K	Sell	30,284 -9,556	-24%	-$82K	0.15%	128
2025 Q1	$343K	Buy	39,840 +4,263	+12%	+$36.7K	0.23%	84
2024 Q4	$294K	Sell	35,577 -1,356	-4%	-$11.7K	0.17%	117
2024 Q3	$324K	Buy	36,933 +2,927	+9%	+$25.2K	0.2%	112
2024 Q2	$290K	Buy	34,006 +196	+0.6%	+$1.67K	0.19%	110
2024 Q1	$292K	Buy	33,810 +280	+0.8%	+$2.4K	0.21%	110
2023 Q4	$286K	Buy	+33,530	New	+$282K	0.21%	102

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

BlackDiamond Wealth Management's WIW Position: Q2 2026 in Review

BlackDiamond Wealth Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2026, closing a stake of 26,066 shares — an estimated $221K sold.

BlackDiamond Wealth Management first reported a position in WIW in Q4 2023 and held it in 10 quarters. The position peaked at $343K in Q1 2025. 100 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

BlackDiamond Wealth Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2026 after selling out during the quarter.
BlackDiamond Wealth Management sold 26,066 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2026, an estimated $221K.
BlackDiamond Wealth Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2023 and held it in 10 quarters.
BlackDiamond Wealth Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $343K in Q1 2025.
100 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.