IFP Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

IFP Advisors’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	$8.4K	Buy	1,000 +500	+100%	+$4.25K	﹤0.01%	3506
2026 Q1	$4.23K	Hold	500	–	–	﹤0.01%	3619
2025 Q4	$4.29K	Hold	500	–	–	﹤0.01%	3491
2025 Q3	$4.45K	Hold	500	–	–	﹤0.01%	3320
2025 Q2	$4.38K	Hold	500	–	–	﹤0.01%	3481
2025 Q1	$4.39K	Hold	500	–	–	﹤0.01%	2895
2024 Q4	$4.13K	Hold	500	–	–	﹤0.01%	2864
2024 Q3	$4.42K	Hold	500	–	–	﹤0.01%	2705
2024 Q2	$4.25K	Hold	500	–	–	﹤0.01%	2619
2024 Q1	$4.32K	Sell	500 -1,130	-69%	-$9.7K	﹤0.01%	2499
2023 Q4	$14.1K	Hold	1,630	–	–	﹤0.01%	2056
2023 Q3	$13.4K	Hold	1,630	–	–	﹤0.01%	2133
2023 Q2	$14.4K	Hold	1,630	–	–	﹤0.01%	2162
2023 Q1	$18.1K	Sell	1,630 -509	-24%	-$4.74K	﹤0.01%	2059
2022 Q4	$25K	Buy	2,139 +30	+1%	+$281	﹤0.01%	2732
2022 Q3	$25K	Buy	2,109 +19	+0.9%	+$195	﹤0.01%	2906
2022 Q2	$25K	Hold	2,090	–	–	﹤0.01%	2682
2022 Q1	$25K	Buy	+2,090	New	+$25.9K	﹤0.01%	2681
2019 Q1	–	Sell	-14,404	Closed	-$146K	–	3467
2018 Q4	$146K	Sell	14,404 -428	-3%	-$4.44K	0.01%	1005
2018 Q3	$161K	Buy	14,832 +1,831	+14%	+$20.1K	0.01%	1201
2018 Q2	$145K	Sell	13,001 -1,311	-9%	-$14.7K	0.01%	1265
2018 Q1	$163K	Hold	14,312	–	–	0.01%	1087
2017 Q4	$163K	Buy	14,312 +586	+4%	+$6.61K	0.01%	1094
2017 Q3	$155K	Buy	13,726 +1,327	+11%	+$14.9K	0.01%	1300
2017 Q2	$137K	Buy	12,399 +2,184	+21%	+$24.2K	0.01%	1346
2017 Q1	$114K	Buy	10,215 +677	+7%	+$7.55K	0.01%	1417
2016 Q4	$106K	Buy	9,538 +6	+0.1%	+$66	0.01%	1416
2016 Q3	$107K	Buy	9,532 +6	+0.1%	+$67	0.01%	1323
2016 Q2	$106K	Buy	+9,526	New	+$105K	0.01%	1305
2016 Q1	–	Sell	-8,008	Closed	-$82K	–	3462
2015 Q4	$82K	Buy	+8,008	New	+$83.3K	0.01%	1296

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

SCM

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

IFP Advisors's WIW Position: Q2 2026 in Review

IFP Advisors increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 100% in Q2 2026, buying an estimated $4.25K and bringing the position to 1,000 shares worth $8.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3506.

IFP Advisors first reported a position in WIW in Q4 2015 and has held it in 30 quarters since. The position peaked at $163K in Q1 2018. 99 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

IFP Advisors held 1,000 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $8.4K as of Q2 2026.
IFP Advisors bought 500 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2026, an estimated $4.25K.
Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3506 holding.
IFP Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2015 and has held it in 30 quarters since.
IFP Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $163K in Q1 2018.
99 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.