DAS
WIW

Dynamic Advisor Solutions’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Dynamic Advisor Solutions’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 		$968K Buy
115,200
+6,839
+6% +$58.1K 0.03% 499
2026
Q1 		$917K Buy
108,361
+6,737
+7% +$57.9K 0.03% 484
2025
Q4 		$873K Buy
101,624
+11,978
+13% +$105K 0.03% 492
2025
Q3 		$797K Buy
89,646
+14,578
+19% +$129K 0.02% 515
2025
Q2 		$658K Buy
75,068
+6,125
+9% +$52.6K 0.02% 546
2025
Q1 		$606K Buy
+68,943
New +$594K 0.02% 537
2024
Q4 		– Sell
-65,297
Closed -$577K – 924
2024
Q3 		$577K Sell
65,297
-3,392
-5% -$29.2K 0.02% 585
2024
Q2 		$585K Sell
68,689
-3,704
-5% -$31.6K 0.02% 589
2024
Q1 		$625K Buy
72,393
+157
+0.2% +$1.35K 0.02% 554
2023
Q4 		$626K Buy
72,236
+1,927
+3% +$16.2K 0.02% 528
2023
Q3 		$579K Sell
70,309
-2,926
-4% -$25.6K 0.03% 478
2023
Q2 		$649K Buy
73,235
+311
+0.4% +$2.83K 0.03% 436
2023
Q1 		$667K Buy
72,924
+4,899
+7% +$45.6K 0.04% 406
2022
Q4 		$621K Buy
68,025
+716
+1% +$6.7K 0.04% 391
2022
Q3 		$610K Sell
67,309
-1,106
-2% -$11.4K 0.05% 349
2022
Q2 		$720K Sell
68,415
-72
-0.1% -$790 0.06% 309
2022
Q1 		$823K Sell
68,487
-3,103
-4% -$38.5K 0.06% 310
2021
Q4 		$972K Buy
71,590
+1,343
+2% +$18.1K 0.07% 287
2021
Q3 		$934K Buy
70,247
+2,183
+3% +$29K 0.07% 299
2021
Q2 		$892K Buy
68,064
+3,399
+5% +$43.3K 0.07% 299
2021
Q1 		$786K Sell
64,665
-6,914
-10% -$85K 0.07% 284
2020
Q4 		$888K Buy
71,579
+7,359
+11% +$86.1K 0.08% 258
2020
Q3 		$722K Buy
64,220
+4,934
+8% +$56.1K 0.08% 255
2020
Q2 		$650K Sell
59,286
-84
-0.1% -$882 0.09% 240
2020
Q1 		$568K Sell
59,370
-7,283
-11% -$81.2K 0.1% 224
2019
Q4 		$769K Buy
66,653
+1,838
+3% +$20.5K 0.1% 233
2019
Q3 		$718K Sell
64,815
-2,668
-4% -$29.8K 0.11% 214
2019
Q2 		$755K Sell
67,483
-7,671
-10% -$83.4K 0.12% 197
2019
Q1 		$806K Buy
75,154
+31,130
+71% +$329K 0.15% 158
2018
Q4 		$457K Buy
44,024
+429
+1% +$4.45K 0.1% 216
2018
Q3 		$473K Buy
43,595
+895
+2% +$9.85K 0.1% 227
2018
Q2 		$476K Buy
42,700
+4,435
+12% +$49.7K 0.11% 220
2018
Q1 		$433K Buy
38,265
+3,685
+11% +$42.2K 0.11% 203
2017
Q4 		$395K Buy
34,580
+5,820
+20% +$65.7K 0.13% 176
2017
Q3 		$324K Buy
28,760
+8,495
+42% +$95.1K 0.13% 174
2017
Q2 		$223K Buy
20,265
+6,675
+49% +$74.1K 0.09% 203
2017
Q1 		$152K Buy
+13,590
New +$152K 0.06% 207

Other funds holding WIW

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IAS
Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Dynamic Advisor Solutions's WIW Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 6.3% in Q2 2026, buying an estimated $58.1K and bringing the position to 115,200 shares worth $968K. The position accounts for 0.03% of the portfolio, ranked #499.

Dynamic Advisor Solutions first reported a position in WIW in Q1 2017 and has held it in 37 quarters since. The position peaked at $972K in Q4 2021. 9 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

  • Dynamic Advisor Solutions held 115,200 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $968K as of Q2 2026.
  • Dynamic Advisor Solutions bought 6,839 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2026, an estimated $58.1K.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #499 holding.
  • Dynamic Advisor Solutions first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2017 and has held it in 37 quarters since.
  • Dynamic Advisor Solutions's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $972K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.