CCG
WIW

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

Catalina Capital Group’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
2024
Q4 		– Sell
-24,561
Closed -$217K – 395
2024
Q3 		$217K Buy
+24,561
New +$212K 0.07% 274

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Catalina Capital Group's WIW Position: Q4 2024 in Review

Catalina Capital Group sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2024, closing a stake of 24,561 shares — an estimated $217K sold.

Catalina Capital Group first reported a position in WIW in Q3 2024 and held it in 1 quarter. The position peaked at $217K in Q3 2024. 94 funds tracked by Wall St. Rank hold WIW as of Q4 2024.

  • Catalina Capital Group reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2024 after selling out during the quarter.
  • Catalina Capital Group sold 24,561 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2024, an estimated $217K.
  • Catalina Capital Group first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2024 and held it in 1 quarter.
  • Catalina Capital Group's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $217K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2024.

Based on Catalina Capital Group's 13F filing for Q4 2024, filed 24 Jan 2025.