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

Flagship Harbor 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
2026 Q1	–	Sell	-100	Closed	-$859	–	2197
2025 Q4	$859	Buy	+100	New	+$880	﹤0.01%	1959
2020 Q4	–	Sell	-775	Closed	-$8K	–	1768
2020 Q3	$8K	Hold	775	–	–	﹤0.01%	1407
2020 Q2	$8K	Hold	775	–	–	﹤0.01%	1450
2020 Q1	$7K	Sell	775 -750	-49%	-$8.36K	﹤0.01%	1349
2019 Q4	$18K	Hold	1,525	–	–	﹤0.01%	1147
2019 Q3	$16K	Hold	1,525	–	–	﹤0.01%	1165
2019 Q2	$17K	Hold	1,525	–	–	﹤0.01%	1144
2019 Q1	$16K	Sell	1,525 -4,050	-73%	-$42.8K	﹤0.01%	1162
2018 Q4	$56K	Buy	5,575 +5,450	+4,360%	+$56.5K	0.01%	673
2018 Q3	$1K	Hold	125	–	–	﹤0.01%	2026
2018 Q2	$1K	Buy	+125	New	+$1.4K	﹤0.01%	1974

Other funds holding WIW

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

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

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

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

Bank of America

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return