GF
WIW

Gries Financial’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Gries Financial’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 		$143K Hold
16,126
– – 0.02% 322
2025
Q2 		$141K Sell
16,126
-1,122
-7% -$9.63K 0.03% 293
2025
Q1 		$152K Buy
+17,248
New +$149K 0.03% 273

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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

Gries Financial's WIW Position: Q3 2025 in Review

Gries Financial held its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) position steady in Q3 2025 at 16,126 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #322.

Gries Financial first reported a position in WIW in Q1 2025 and has held it in 3 quarters since. The position peaked at $152K in Q1 2025. 88 funds tracked by Wall St. Rank hold WIW as of Q3 2025.

  • Gries Financial held 16,126 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $143K as of Q3 2025.
  • Gries Financial left its Western Asset Inflation-Linked Opportunities & Income Fund share count unchanged in Q3 2025.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up 0.02% of Gries Financial's portfolio in Q3 2025, its #322 holding.
  • Gries Financial first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2025 and has held it in 3 quarters since.
  • Gries Financial's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $152K in Q1 2025.
  • 88 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.