CAM
WIW

Concorde Asset Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Concorde Asset Management’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 		– Sell
-68,050
Closed -$576K – 227
2026
Q1 		$576K Buy
68,050
+12,800
+23% +$110K 0.28% 80
2025
Q4 		$475K Buy
55,250
+7,700
+16% +$67.7K 0.19% 112
2025
Q3 		$423K Buy
+47,550
New +$420K 0.18% 111
2025
Q1 		$322K Buy
37,650
+100
+0.3% +$862 0.17% 102
2024
Q4 		$311K Sell
37,550
-2,700
-7% -$23.3K 0.16% 117
2024
Q3 		$356K Sell
40,250
-27,100
-40% -$234K 0.2% 92
2024
Q2 		$573K Buy
+67,350
New +$575K 0.35% 50
2024
Q1 		– Sell
-55,350
Closed -$480K – 173
2023
Q4 		$480K Buy
55,350
+15,200
+38% +$128K 0.33% 55
2023
Q3 		$330K Buy
40,150
+4,450
+12% +$38.9K 0.3% 78
2023
Q2 		$316K Buy
35,700
+6,400
+22% +$58.1K 0.29% 73
2023
Q1 		$268K Buy
29,300
+4,000
+16% +$37.2K 0.32% 57
2022
Q4 		$231K Buy
25,300
+11,000
+77% +$103K 0.21% 116
2022
Q3 		$130K Hold
14,300
– – 0.15% 131
2022
Q2 		$151K Buy
+14,300
New +$157K 0.23% 100

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Concorde Asset Management's WIW Position: Q2 2026 in Review

Concorde Asset Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2026, closing a stake of 68,050 shares — an estimated $576K sold.

Concorde Asset Management first reported a position in WIW in Q2 2022 and held it in 14 quarters. The position peaked at $576K in Q1 2026. 99 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

  • Concorde Asset Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2026 after selling out during the quarter.
  • Concorde Asset Management sold 68,050 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2026, an estimated $576K.
  • Concorde Asset Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2022 and held it in 14 quarters.
  • Concorde Asset Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $576K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.