GJIA
WIW

Glass Jacobson Investment Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Glass Jacobson Investment 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
-1,500
Closed -$12.4K – 857
2025
Q1 		$12.4K Hold
1,500
– – ﹤0.01% 576
2024
Q4 		$12.4K Hold
1,500
– – ﹤0.01% 576
2024
Q3 		$13.3K Hold
1,500
– – ﹤0.01% 536
2024
Q2 		$12.8K Hold
1,500
– – ﹤0.01% 529
2024
Q1 		$12.9K Hold
1,500
– – ﹤0.01% 528
2023
Q4 		$13K Hold
1,500
– – 0.01% 495
2023
Q3 		$12.3K Hold
1,500
– – 0.01% 478
2023
Q2 		$13.3K Buy
+1,500
New +$13.6K 0.01% 474
2022
Q4 		$13.7K Buy
+1,500
New +$14K 0.01% 478

Other funds holding WIW

Morgan Stanley
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Glass Jacobson Investment Advisors's WIW Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2025, closing a stake of 1,500 shares — an estimated $12.4K sold.

Glass Jacobson Investment Advisors first reported a position in WIW in Q4 2022 and held it in 9 quarters. The position peaked at $13.7K in Q4 2022. 91 funds tracked by Wall St. Rank hold WIW as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 1,500 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2025, an estimated $12.4K.
  • Glass Jacobson Investment Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $13.7K in Q4 2022.
  • 91 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.