BWL
WIW

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

Bogart Wealth LLC’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 		$177 Buy
21
+16
+320% +$138 ﹤0.01% 1709
2025
Q4 		$41 Hold
5
– – ﹤0.01% 1569
2025
Q3 		$41 Hold
5
– – ﹤0.01% 1514
2025
Q2 		$40 Sell
5
-404
-99% -$3.47K ﹤0.01% 1434
2025
Q1 		$3.59K Buy
+409
New +$3.52K ﹤0.01% 965

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

Bogart Wealth LLC's WIW Position: Q1 2026 in Review

Bogart Wealth LLC increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 320% in Q1 2026, buying an estimated $138 and bringing the position to 21 shares worth $177. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Bogart Wealth LLC first reported a position in WIW in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.59K in Q1 2025. 95 funds tracked by Wall St. Rank hold WIW as of Q1 2026.

  • Bogart Wealth LLC held 21 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $177 as of Q1 2026.
  • Bogart Wealth LLC bought 16 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2026, an estimated $138.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1709 holding.
  • Bogart Wealth LLC first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2025 and has held it in 5 quarters since.
  • Bogart Wealth LLC's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $3.59K in Q1 2025.
  • 95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.