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 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

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

DKM Wealth Management's WIW Position: Q2 2026 in Review

DKM Wealth Management held its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) position steady in Q2 2026 at 12,000 shares worth $101K. The position accounts for 0.07% of the portfolio, ranked #62.

DKM Wealth Management first reported a position in WIW in Q4 2024 and has held it in 7 quarters since. The position peaked at $107K in Q3 2025. 100 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

DKM Wealth Management held 12,000 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $101K as of Q2 2026.
DKM Wealth Management left its Western Asset Inflation-Linked Opportunities & Income Fund share count unchanged in Q2 2026.
Western Asset Inflation-Linked Opportunities & Income Fund made up 0.07% of DKM Wealth Management's portfolio in Q2 2026, its #62 holding.
DKM Wealth Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2024 and has held it in 7 quarters since.
DKM Wealth Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $107K in Q3 2025.
100 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on DKM Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.