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

Capstone 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	$3.89M	Hold	462,748	–	–	0.01%	556
2026 Q1	$3.91M	Hold	462,748	–	–	0.01%	471
2025 Q4	$3.98M	Hold	462,748	–	–	0.01%	420
2025 Q3	$4.11M	Hold	462,748	–	–	0.01%	531
2025 Q2	$4.05M	Buy	462,748 +106,074	+30%	+$910K	0.01%	433
2025 Q1	$3.14M	Buy	356,674 +51,384	+17%	+$443K	0.01%	571
2024 Q4	$2.52M	Buy	+305,290	New	+$2.64M	0.01%	770

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

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

Capstone Investment Advisors held its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) position steady in Q2 2026 at 462,748 shares worth $3.89M. The position accounts for 0.01% of the portfolio, ranked #556.

Capstone Investment Advisors first reported a position in WIW in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.11M in Q3 2025. 100 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

Capstone Investment Advisors held 462,748 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $3.89M as of Q2 2026.
Capstone Investment Advisors 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 Capstone Investment Advisors's portfolio in Q2 2026, its #556 holding.
Capstone Investment Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2024 and has held it in 7 quarters since.
Capstone Investment Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $4.11M in Q3 2025.
100 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.