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

Highline Wealth 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 Q3	$1.97K	Hold	250	–	–	﹤0.01%	1245
2026 Q2	$2.1K	Hold	250	–	–	﹤0.01%	1173
2026 Q1	$2.12K	Hold	250	–	–	﹤0.01%	1055
2025 Q4	$2.15K	Buy	+250	New	+$2.2K	﹤0.01%	838

Other funds holding WIW

Atala Financial Calabasas, California $172M AUM 15.45% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Accredited Investor Services St. Cloud, Minnesota $179M AUM 16.38% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Highline Wealth Partners's WIW Position: Q3 2026 in Review

Highline Wealth Partners held its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) position steady in Q3 2026 at 250 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Highline Wealth Partners first reported a position in WIW in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.15K in Q4 2025. 9 funds tracked by Wall St. Rank hold WIW as of Q3 2026.

Highline Wealth Partners held 250 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $1.97K as of Q3 2026.
Highline Wealth Partners left its Western Asset Inflation-Linked Opportunities & Income Fund share count unchanged in Q3 2026.
Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1245 holding.
Highline Wealth Partners first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2025 and has held it in 4 quarters since.
Highline Wealth Partners's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $2.15K in Q4 2025.
9 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.