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

Capital Investment 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
2026 Q2	$95.7K	Buy	+11,394	New	+$96.8K	﹤0.01%	781
2024 Q4	–	Sell	-10,141	Closed	-$89.6K	–	698
2024 Q3	$89.6K	Hold	10,141	–	–	﹤0.01%	647
2024 Q2	$86.3K	Hold	10,141	–	–	﹤0.01%	623
2024 Q1	$87.5K	Hold	10,141	–	–	﹤0.01%	615
2023 Q4	$87.9K	Hold	10,141	–	–	﹤0.01%	604
2023 Q3	$83.5K	Buy	+10,141	New	+$88.7K	﹤0.01%	585
2023 Q2	–	Sell	-10,141	Closed	-$92.8K	–	606
2023 Q1	$92.8K	Buy	+10,141	New	+$94.4K	﹤0.01%	557

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

Capital Investment Advisors's WIW Position: Q2 2026 in Review

Capital Investment Advisors opened a new position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2026: 11,394 shares worth $95.7K. The stake represents ﹤0.01% of the portfolio and ranks #781 among its holdings. This is a return to the name: Capital Investment Advisors previously reported a position in WIW as recently as Q3 2024.

Capital Investment Advisors first reported a position in WIW in Q1 2023 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

Capital Investment Advisors held 11,394 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $95.7K as of Q2 2026.
Western Asset Inflation-Linked Opportunities & Income Fund was a new Capital Investment Advisors position in Q2 2026.
Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #781 holding.
Capital Investment Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2023 and has held it in 7 quarters since.
100 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.