Envestnet Asset Management
WIW

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

Envestnet 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 		$548K Buy
65,191
+8,553
+15% +$72.6K ﹤0.01% 4003
2026
Q1 		$479K Buy
56,638
+520
+0.9% +$4.47K ﹤0.01% 3963
2025
Q4 		$482K Sell
56,118
-376
-0.7% -$3.31K ﹤0.01% 3729
2025
Q3 		$502K Buy
56,494
+3,629
+7% +$32.1K ﹤0.01% 3759
2025
Q2 		$463K Buy
52,865
+9,960
+23% +$85.5K ﹤0.01% 3751
2025
Q1 		$377K Sell
42,905
-161,799
-79% -$1.39M ﹤0.01% 3793
2024
Q4 		$1.69M Buy
204,704
+25,885
+14% +$224K ﹤0.01% 2808
2024
Q3 		$1.58M Buy
178,819
+694
+0.4% +$5.98K ﹤0.01% 2834
2024
Q2 		$1.52M Buy
178,125
+9,368
+6% +$80K ﹤0.01% 2757
2024
Q1 		$1.46M Buy
168,757
+157,253
+1,367% +$1.35M ﹤0.01% 2779
2023
Q4 		$99.7K Sell
11,504
-14,419
-56% -$121K ﹤0.01% 3940
2023
Q3 		$213K Buy
+25,923
New +$227K ﹤0.01% 3718
2022
Q4 		– Sell
-41,728
Closed -$378K – 4084
2022
Q3 		$378K Buy
41,728
+4,982
+14% +$51.2K ﹤0.01% 3215
2022
Q2 		$387K Sell
36,746
-4,568
-11% -$50.1K ﹤0.01% 3207
2022
Q1 		$496K Sell
41,314
-15,593
-27% -$193K ﹤0.01% 3126
2021
Q4 		$773K Buy
56,907
+13,630
+31% +$184K ﹤0.01% 2801
2021
Q3 		$575K Buy
43,277
+4,367
+11% +$58.1K ﹤0.01% 2890
2021
Q2 		$510K Buy
38,910
+2,974
+8% +$37.9K ﹤0.01% 2963
2021
Q1 		$437K Buy
35,936
+5,792
+19% +$71.2K ﹤0.01% 2924
2020
Q4 		$374K Buy
30,144
+6,542
+28% +$76.6K ﹤0.01% 2807
2020
Q3 		$265K Buy
23,602
+10,848
+85% +$123K ﹤0.01% 2791
2020
Q2 		$140K Buy
+12,754
New +$134K ﹤0.01% 2949
2017
Q3 		– Sell
-31
Closed – – 3052
2017
Q2 		$0 Hold
31
– – ﹤0.01% 3140
2017
Q1 		$0 Buy
+31
New +$346 ﹤0.01% 3175

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

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

Envestnet Asset Management increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 15% in Q2 2026, buying an estimated $72.6K and bringing the position to 65,191 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #4003.

Envestnet Asset Management first reported a position in WIW in Q1 2017 and has held it in 24 quarters since. The position peaked at $1.69M in Q4 2024. 100 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

  • Envestnet Asset Management held 65,191 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $548K as of Q2 2026.
  • Envestnet Asset Management bought 8,553 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2026, an estimated $72.6K.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4003 holding.
  • Envestnet Asset Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2017 and has held it in 24 quarters since.
  • Envestnet Asset Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $1.69M in Q4 2024.
  • 100 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.