Bogart Wealth LLC
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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
Q2 		$180 Hold
21
– – ﹤0.01% 1904
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 $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Saba Capital Management
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Bogart Wealth LLC's WIW Position: Q2 2026 in Review

Bogart Wealth LLC held its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) position steady in Q2 2026 at 21 shares worth $180. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

Bogart Wealth LLC first reported a position in WIW in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.59K in Q1 2025. 99 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

  • Bogart Wealth LLC held 21 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $180 as of Q2 2026.
  • Bogart Wealth LLC 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 Bogart Wealth LLC's portfolio in Q2 2026, its #1904 holding.
  • Bogart Wealth LLC first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2025 and has held it in 6 quarters since.
  • Bogart Wealth LLC's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $3.59K in Q1 2025.
  • 99 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.