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

DKM Wealth 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 Q3	$94.4K	Hold	12,000	–	–	0.06%	64
2026 Q2	$101K	Hold	12,000	–	–	0.07%	62
2026 Q1	$102K	Hold	12,000	–	–	0.07%	61
2025 Q4	$103K	Hold	12,000	–	–	0.08%	62
2025 Q3	$107K	Hold	12,000	–	–	0.09%	56
2025 Q2	$105K	Hold	12,000	–	–	0.09%	50
2025 Q1	$105K	Hold	12,000	–	–	0.1%	48
2024 Q4	$99.2K	Buy	+12,000	New	+$104K	0.09%	50

Other funds holding WIW

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

DKM Wealth Management's WIW Position: Q3 2026 in Review

DKM Wealth Management held its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) position steady in Q3 2026 at 12,000 shares worth $94.4K. The position accounts for 0.06% of the portfolio, ranked #64.

DKM Wealth Management first reported a position in WIW in Q4 2024 and has held it in 8 quarters since. The position peaked at $107K in Q3 2025. 6 funds tracked by Wall St. Rank hold WIW as of Q3 2026.

DKM Wealth Management held 12,000 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $94.4K as of Q3 2026.
DKM Wealth Management left its Western Asset Inflation-Linked Opportunities & Income Fund share count unchanged in Q3 2026.
Western Asset Inflation-Linked Opportunities & Income Fund made up 0.06% of DKM Wealth Management's portfolio in Q3 2026, its #64 holding.
DKM Wealth Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2024 and has held it in 8 quarters since.
DKM Wealth Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $107K in Q3 2025.
6 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.