Janney Montgomery Scott
WIW

Janney Montgomery Scott’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Janney Montgomery Scott’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 		$805K Sell
95,163
-11,782
-11% -$101K ﹤0.01% 1780
2025
Q4 		$919K Buy
106,945
+3,512
+3% +$30.9K ﹤0.01% 1784
2025
Q3 		$920K Sell
103,433
-1,840
-2% -$16.3K ﹤0.01% 1752
2025
Q2 		$922K Sell
105,273
-3,047
-3% -$26.1K ﹤0.01% 1634
2025
Q1 		$952K Sell
108,320
-57,543
-35% -$496K ﹤0.01% 1575
2024
Q4 		$1.37M Buy
165,863
+15,133
+10% +$131K ﹤0.01% 1359
2024
Q3 		$1.33M Sell
150,730
-21,980
-13% -$189K ﹤0.01% 1349
2024
Q2 		$1.47M Sell
172,710
-162,399
-48% -$1.39M ﹤0.01% 1247
2024
Q1 		$2.89M Buy
335,109
+4,490
+1% +$38.6K 0.01% 991
2023
Q4 		$2.87M Sell
330,619
-98,493
-23% -$830K 0.01% 959
2023
Q3 		$3.53M Sell
429,112
-30,308
-7% -$265K 0.01% 796
2023
Q2 		$4.07M Sell
459,420
-6,875
-1% -$62.5K 0.01% 778
2023
Q1 		$4.27M Sell
466,295
-12,328
-3% -$115K 0.02% 674
2022
Q4 		$4.37M Sell
478,623
-38,312
-7% -$358K 0.02% 721
2022
Q3 		$4.69M Buy
516,935
+21,410
+4% +$220K 0.02% 660
2022
Q2 		$5.17M Sell
495,525
-6,527
-1% -$71.6K 0.02% 593
2022
Q1 		$6.03M Buy
502,052
+5,465
+1% +$67.7K 0.03% 540
2021
Q4 		$6.74M Buy
496,587
+14,330
+3% +$194K 0.03% 528
2021
Q3 		$6.41M Buy
482,257
+3,712
+0.8% +$49.4K 0.03% 523
2021
Q2 		$6.27M Buy
478,545
+2,771
+0.6% +$35.3K 0.03% 513
2021
Q1 		$5.79M Buy
475,774
+5,477
+1% +$67.3K 0.03% 510
2020
Q4 		$5.84M Sell
470,297
-1,550
-0.3% -$18.1K 0.03% 495
2020
Q3 		$5.3M Buy
471,847
+2,875
+0.6% +$32.7K 0.03% 469
2020
Q2 		$5.14M Sell
468,972
-6,449
-1% -$67.7K 0.03% 444
2020
Q1 		$4.54M Sell
475,421
-4,825
-1% -$53.8K 0.04% 419
2019
Q4 		$5.54M Buy
480,246
+2,450
+0.5% +$27.4K 0.04% 431
2019
Q3 		$5.29M Sell
477,796
-7,959
-2% -$89K 0.04% 416
2019
Q2 		$5.44M Sell
485,755
-4,643
-0.9% -$50.5K 0.04% 399
2019
Q1 		$5.26M Sell
490,398
-12,637
-3% -$133K 0.04% 388
2018
Q4 		$5.11M Sell
503,035
-26,195
-5% -$272K 0.05% 360
2018
Q3 		$5.74M Sell
529,230
-6,900
-1% -$75.9K 0.05% 370
2018
Q2 		$5.98M Sell
536,130
-4,300
-0.8% -$48.2K 0.06% 337
2018
Q1 		$6.12M Sell
540,430
-150
-0% -$1.72K 0.06% 320
2017
Q4 		$6.17M Buy
540,580
+3,794
+0.7% +$42.8K 0.06% 311
2017
Q3 		$6.05M Sell
536,786
-2,041
-0.4% -$22.8K 0.07% 291
2017
Q2 		$5.94M Buy
538,827
+47,150
+10% +$523K 0.07% 277
2017
Q1 		$5.49M Buy
491,677
+1,550
+0.3% +$17.3K 0.07% 275
2016
Q4 		$5.46M Sell
490,127
-6,267
-1% -$69.3K 0.08% 255
2016
Q3 		$5.55M Buy
+496,394
New +$5.55M 0.1% 226
2016
Q2 		– Sell
-506,713
Closed -$5.6M – 1177
2016
Q1 		$5.6M Buy
506,713
+3,892
+0.8% +$40.4K 0.15% 159
2015
Q4 		$5.17M Sell
502,821
-122,965
-20% -$1.28M 0.13% 180
2015
Q3 		$6.51M Sell
625,786
-16,728
-3% -$181K 0.18% 136
2015
Q2 		$7.19M Buy
642,514
+1,178
+0.2% +$13.4K 0.15% 156
2015
Q1 		$7.27M Buy
641,336
+4,499
+0.7% +$51K 0.14% 185
2014
Q4 		$7.2M Sell
636,837
-16,309
-2% -$187K 0.14% 164
2014
Q3 		$7.57M Sell
653,146
-10,995
-2% -$132K 0.16% 150
2014
Q2 		$8.18M Buy
664,141
+18,167
+3% +$218K 0.18% 124
2014
Q1 		$7.51M Sell
645,974
-9,930
-2% -$115K 0.18% 125
2013
Q4 		$7.39M Buy
655,904
+976
+0.1% +$11.2K 0.2% 115
2013
Q3 		$7.6M Buy
+654,928
New +$7.64M 0.23% 96

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

Janney Montgomery Scott's WIW Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 11% in Q1 2026, selling an estimated $101K and leaving 95,163 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Janney Montgomery Scott first reported a position in WIW in Q3 2013 and has held it in 50 quarters since. The position peaked at $8.18M in Q2 2014. 95 funds tracked by Wall St. Rank hold WIW as of Q1 2026.

  • Janney Montgomery Scott held 95,163 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $805K as of Q1 2026.
  • Janney Montgomery Scott sold 11,782 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2026, an estimated $101K.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1780 holding.
  • Janney Montgomery Scott first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2013 and has held it in 50 quarters since.
  • Janney Montgomery Scott's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $8.18M in Q2 2014.
  • 95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.