IAS
WIW

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

Investment 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 		$102K Buy
+12,100
New +$103K 0.03% 140

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Investment Advisory Services opened a new position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2026: 12,100 shares worth $102K. The stake represents 0.03% of the portfolio and ranks #140 among its holdings.

100 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

  • Investment Advisory Services held 12,100 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $102K as of Q2 2026.
  • Western Asset Inflation-Linked Opportunities & Income Fund was a new Investment Advisory Services position in Q2 2026.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up 0.03% of Investment Advisory Services's portfolio in Q2 2026, its #140 holding.
  • 100 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.