BWM
WIW

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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