IC
WIW

IEQ Capital’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

IEQ Capital’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
2023
Q4 		– Sell
-11,470
Closed -$94.4K – 997
2023
Q3 		$94.4K Buy
+11,470
New +$100K ﹤0.01% 895

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

IEQ Capital's WIW Position: Q4 2023 in Review

IEQ Capital sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2023, closing a stake of 11,470 shares — an estimated $94.4K sold.

IEQ Capital first reported a position in WIW in Q3 2023 and held it in 1 quarter. The position peaked at $94.4K in Q3 2023. 98 funds tracked by Wall St. Rank hold WIW as of Q4 2023.

  • IEQ Capital reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2023 after selling out during the quarter.
  • IEQ Capital sold 11,470 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2023, an estimated $94.4K.
  • IEQ Capital first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2023 and held it in 1 quarter.
  • IEQ Capital's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $94.4K in Q3 2023.
  • 98 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2023.

Based on IEQ Capital's 13F filing for Q4 2023, filed 7 Feb 2024.