HBW Advisory Services’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

HBW Advisory Services’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	$609K	Hold	72,553	–	–	0.06%	285
2026 Q1	$614K	Buy	72,553 +435	+0.6%	+$3.74K	0.06%	268
2025 Q4	$619K	Buy	72,118 +22,055	+44%	+$194K	0.07%	256
2025 Q3	$445K	Buy	50,063 +35,965	+255%	+$318K	0.05%	281
2025 Q2	$123K	Buy	+14,098	New	+$121K	0.02%	394

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

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

HBW Advisory Services's WIW Position: Q2 2026 in Review

HBW Advisory Services held its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) position steady in Q2 2026 at 72,553 shares worth $609K. The position accounts for 0.06% of the portfolio, ranked #285.

HBW Advisory Services first reported a position in WIW in Q2 2025 and has held it in 5 quarters since. The position peaked at $619K in Q4 2025. 99 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

HBW Advisory Services held 72,553 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $609K as of Q2 2026.
HBW Advisory Services left its Western Asset Inflation-Linked Opportunities & Income Fund share count unchanged in Q2 2026.
Western Asset Inflation-Linked Opportunities & Income Fund made up 0.06% of HBW Advisory Services's portfolio in Q2 2026, its #285 holding.
HBW Advisory Services first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2025 and has held it in 5 quarters since.
HBW Advisory Services's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $619K in Q4 2025.
99 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.