Global Retirement Partners’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Global Retirement Partners’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	$280K	Buy	+33,376	New	+$283K	﹤0.01%	1375
2025 Q4	$229K	Buy	+26,639	New	+$234K	﹤0.01%	1391

Other funds holding WIW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Global Retirement Partners's WIW Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2026: 33,376 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #1375 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WIW as recently as Q4 2025.

Global Retirement Partners first reported a position in WIW in Q4 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

Global Retirement Partners held 33,376 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $280K as of Q2 2026.
Western Asset Inflation-Linked Opportunities & Income Fund was a new Global Retirement Partners position in Q2 2026.
Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1375 holding.
Global Retirement Partners first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2025 and has held it in 2 quarters since.
99 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.