HF
WIW

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

HRT 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
2026
Q1 		– Sell
-18,365
Closed -$157K – 4846
2025
Q4 		$157K Buy
+18,365
New +$162K ﹤0.01% 2692
2025
Q1 		– Sell
-12,795
Closed -$105K – 3493
2024
Q4 		$105K Buy
+12,795
New +$111K ﹤0.01% 2040
2023
Q4 		– Sell
-14,965
Closed -$123K – 3163
2023
Q3 		$123K Buy
+14,965
New +$131K ﹤0.01% 1929
2022
Q2 		– Sell
-12,167
Closed -$146K – 3833
2022
Q1 		$146K Buy
+12,167
New +$151K ﹤0.01% 2567

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return