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

EverSource Wealth Advisors’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 Q2	–	Sell	-400	Closed	-$3.52K	–	4364
2025 Q1	$3.52K	Buy	+400	New	+$3.45K	﹤0.01%	2664
2023 Q3	–	Sell	-338	Closed	-$3K	–	2676
2023 Q2	$3K	Hold	338	–	–	﹤0.01%	1922
2023 Q1	$3.09K	Hold	338	–	–	﹤0.01%	1808
2022 Q4	$3.09K	Hold	338	–	–	﹤0.01%	1780
2022 Q3	$3K	Buy	+338	New	+$3.48K	﹤0.01%	1597

Other funds holding WIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EverSource Wealth Advisors's WIW Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2025, closing a stake of 400 shares — an estimated $3.52K sold.

EverSource Wealth Advisors first reported a position in WIW in Q3 2022 and held it in 5 quarters. The position peaked at $3.52K in Q1 2025. 91 funds tracked by Wall St. Rank hold WIW as of Q2 2025.

EverSource Wealth Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 400 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2025, an estimated $3.52K.
EverSource Wealth Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2022 and held it in 5 quarters.
EverSource Wealth Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $3.52K in Q1 2025.
91 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.