EWM
WIW

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

Evermay 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
2025
Q3 		– Sell
-500
Closed -$4.38K – 575
2025
Q2 		$4.38K Buy
+500
New +$4.29K ﹤0.01% 482

Other funds holding WIW

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RCM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evermay Wealth Management's WIW Position: Q3 2025 in Review

Evermay Wealth Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2025, closing a stake of 500 shares — an estimated $4.38K sold.

Evermay Wealth Management first reported a position in WIW in Q2 2025 and held it in 1 quarter. The position peaked at $4.38K in Q2 2025. 88 funds tracked by Wall St. Rank hold WIW as of Q3 2025.

  • Evermay Wealth Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 500 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2025, an estimated $4.38K.
  • Evermay Wealth Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2025 and held it in 1 quarter.
  • Evermay Wealth Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $4.38K in Q2 2025.
  • 88 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2025.

Based on Evermay Wealth Management's 13F filing for Q3 2025, filed 5 Nov 2025.