Carson Wealth (CWM LLC)’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Carson Wealth (CWM 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	$14.7K	Hold	1,737	–	–	﹤0.01%	4606
2025 Q4	$15K	Hold	1,737	–	–	﹤0.01%	4341
2025 Q3	$15K	Hold	1,737	–	–	﹤0.01%	4285
2025 Q2	$15K	Hold	1,737	–	–	﹤0.01%	4096
2025 Q1	$15K	Hold	1,737	–	–	﹤0.01%	3896
2024 Q4	$14K	Hold	1,737	–	–	﹤0.01%	3693
2024 Q3	$15K	Buy	+1,737	New	+$15K	﹤0.01%	3566
2023 Q1	–	Sell	-744	Closed	-$7K	–	4364
2022 Q4	$7K	Buy	+744	New	+$6.96K	﹤0.01%	3038
2019 Q1	–	Sell	-13,655	Closed	-$139K	–	3307
2018 Q4	$139K	Buy	+13,655	New	+$142K	﹤0.01%	670
2016 Q4	–	Sell	-700	Closed	-$8K	–	1196
2016 Q3	$8K	Buy	+700	New	+$7.82K	﹤0.01%	757

Other funds holding WIW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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 $639M AUM 31.05% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WIW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) position steady in Q1 2026 at 1,737 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4606.

Carson Wealth (CWM LLC) first reported a position in WIW in Q3 2016 and has held it in 10 quarters since. The position peaked at $139K in Q4 2018. 95 funds tracked by Wall St. Rank hold WIW as of Q1 2026.

Carson Wealth (CWM LLC) held 1,737 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $14.7K as of Q1 2026.
Carson Wealth (CWM LLC) left its Western Asset Inflation-Linked Opportunities & Income Fund share count unchanged in Q1 2026.
Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4606 holding.
Carson Wealth (CWM LLC) first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2016 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $139K in Q4 2018.
95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.