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

Blue Bell Private 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	$58.2K	Hold	6,924	–	–	0.01%	404
2026 Q1	$58.6K	Hold	6,924	–	–	0.01%	395
2025 Q4	$59.5K	Sell	6,924 -892	-11%	-$7.85K	0.01%	392
2025 Q3	$69.5K	Hold	7,816	–	–	0.01%	360
2025 Q2	$68.5K	Sell	7,816 -81	-1%	-$695	0.01%	354
2025 Q1	$69.4K	Hold	7,897	–	–	0.01%	339
2024 Q4	$65.3K	Hold	7,897	–	–	0.01%	331
2024 Q3	$69.8K	Hold	7,897	–	–	0.01%	320
2024 Q2	$67.2K	Hold	7,897	–	–	0.01%	321
2024 Q1	$68.2K	Hold	7,897	–	–	0.01%	313
2023 Q4	$68.5K	Hold	7,897	–	–	0.02%	279
2023 Q3	$65K	Sell	7,897 -2,900	-27%	-$25.4K	0.02%	239
2023 Q2	$95.7K	Sell	10,797 -286	-3%	-$2.6K	0.03%	200
2023 Q1	$101K	Buy	11,083 +104	+0.9%	+$968	0.03%	174
2022 Q4	$100K	Sell	10,979 -2,472	-18%	-$23.1K	0.03%	162
2022 Q3	$122K	Sell	13,451 -1,636	-11%	-$16.8K	0.04%	142
2022 Q2	$159K	Buy	15,087 +2,608	+21%	+$28.6K	0.05%	119
2022 Q1	$150K	Buy	+12,479	New	+$155K	0.04%	130
2018 Q4	–	Sell	-2,798	Closed	-$30K	–	225
2018 Q3	$30K	Hold	2,798	–	–	0.01%	132
2018 Q2	$31K	Hold	2,798	–	–	0.01%	129
2018 Q1	$31K	Hold	2,798	–	–	0.01%	140
2017 Q4	$31K	Buy	2,798 +1,101	+65%	+$12.4K	0.01%	139
2017 Q3	$19K	Buy	+1,697	New	+$19K	0.01%	156
2016 Q4	–	Sell	-1,321	Closed	-$15K	–	395
2016 Q3	$15K	Sell	1,321 -1,100	-45%	-$12.3K	0.01%	323
2016 Q2	$27K	Hold	2,421	–	–	0.02%	260
2016 Q1	$27K	Hold	2,421	–	–	0.02%	270
2015 Q4	$25K	Sell	2,421 -850	-26%	-$8.84K	0.02%	284
2015 Q3	$34K	Hold	3,271	–	–	0.02%	263
2015 Q2	$37K	Hold	3,271	–	–	0.02%	252
2015 Q1	$37K	Hold	3,271	–	–	0.02%	250
2014 Q4	$36K	Sell	3,271 -300	-8%	-$3.44K	0.02%	262
2014 Q3	$41K	Hold	3,571	–	–	0.02%	249
2014 Q2	$44K	Sell	3,571 -1,000	-22%	-$12K	0.03%	234
2014 Q1	$53K	Hold	4,571	–	–	0.04%	182
2013 Q4	$52K	Buy	+4,571	New	+$52.5K	0.04%	184

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

Blue Bell Private Wealth Management's WIW Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) position steady in Q2 2026 at 6,924 shares worth $58.2K. The position accounts for 0.01% of the portfolio, ranked #404.

Blue Bell Private Wealth Management first reported a position in WIW in Q4 2013 and has held it in 35 quarters since. The position peaked at $159K in Q2 2022. 100 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

Blue Bell Private Wealth Management held 6,924 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $58.2K as of Q2 2026.
Blue Bell Private 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 Blue Bell Private Wealth Management's portfolio in Q2 2026, its #404 holding.
Blue Bell Private Wealth Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2013 and has held it in 35 quarters since.
Blue Bell Private Wealth Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $159K in Q2 2022.
100 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.