Cambridge Investment Research Advisors
WIW

Cambridge Investment Research Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Cambridge Investment Research Advisors’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
2025
Q3 		– Sell
-12,000
Closed -$105K – 3878
2025
Q2 		$105K Buy
+12,000
New +$103K ﹤0.01% 3465
2023
Q1 		– Sell
-15,871
Closed -$145K – 3265
2022
Q4 		$145K Buy
+15,871
New +$148K ﹤0.01% 2842
2022
Q1 		– Sell
-12,686
Closed -$172K – 3325
2021
Q4 		$172K Buy
+12,686
New +$171K ﹤0.01% 2930
2021
Q3 		– Sell
-11,614
Closed -$152K – 3218
2021
Q2 		$152K Sell
11,614
-2,227
-16% -$28.4K ﹤0.01% 2897
2021
Q1 		$168K Buy
+13,841
New +$170K ﹤0.01% 2676
2020
Q3 		– Sell
-30,419
Closed -$333K – 2605
2020
Q2 		$333K Sell
30,419
-10,096
-25% -$106K ﹤0.01% 1802
2020
Q1 		$387K Buy
+40,515
New +$451K ﹤0.01% 1524
2018
Q4 		– Sell
-10,939
Closed -$119K – 2293
2018
Q3 		$119K Sell
10,939
-103,028
-90% -$1.13M ﹤0.01% 2136
2018
Q2 		$1.27M Sell
113,967
-4,841
-4% -$54.2K 0.01% 861
2018
Q1 		$1.34M Buy
118,808
+22,626
+24% +$259K 0.02% 789
2017
Q4 		$1.1M Buy
+96,182
New +$1.09M 0.01% 854
2016
Q2 		– Sell
-12,762
Closed -$141K – 1682
2016
Q1 		$141K Sell
12,762
-5,200
-29% -$53.9K ﹤0.01% 1468
2015
Q4 		$185K Buy
17,962
+851
+5% +$8.85K ﹤0.01% 1396
2015
Q3 		$178K Buy
+17,111
New +$185K 0.01% 1284

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors's WIW Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2025, closing a stake of 12,000 shares — an estimated $105K sold.

Cambridge Investment Research Advisors first reported a position in WIW in Q3 2015 and held it in 14 quarters. The position peaked at $1.34M in Q1 2018. 88 funds tracked by Wall St. Rank hold WIW as of Q3 2025.

  • Cambridge Investment Research Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 12,000 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2025, an estimated $105K.
  • Cambridge Investment Research Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2015 and held it in 14 quarters.
  • Cambridge Investment Research Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $1.34M in Q1 2018.
  • 88 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.