KIM
WIW

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

Karpus Investment Management’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
2024
Q4 		– Sell
-12,500
Closed -$111K – 221
2024
Q3 		$111K Hold
12,500
– – ﹤0.01% 220
2024
Q2 		$106K Hold
12,500
– – ﹤0.01% 230
2024
Q1 		$108K Hold
12,500
– – ﹤0.01% 239
2023
Q4 		$108K Hold
12,500
– – ﹤0.01% 256
2023
Q3 		$103K Hold
12,500
– – ﹤0.01% 274
2023
Q2 		$111K Hold
12,500
– – ﹤0.01% 313
2023
Q1 		$114K Hold
12,500
– – ﹤0.01% 372
2022
Q4 		$114K Hold
12,500
– – ﹤0.01% 435
2022
Q3 		$113K Hold
12,500
– – ﹤0.01% 506
2022
Q2 		$132K Hold
12,500
– – ﹤0.01% 499
2022
Q1 		$150K Hold
12,500
– – ﹤0.01% 428
2021
Q4 		$170K Sell
12,500
-57,804
-82% -$781K ﹤0.01% 359
2021
Q3 		$934K Hold
70,304
– – 0.03% 216
2021
Q2 		$922K Buy
70,304
+22,567
+47% +$287K 0.03% 212
2021
Q1 		$580K Buy
+47,737
New +$587K 0.02% 228
2020
Q1 		– Sell
-693,653
Closed -$8.01M – 242
2019
Q4 		$8.01M Sell
693,653
-20,195
-3% -$226K 0.27% 84
2019
Q3 		$7.91M Sell
713,848
-28,525
-4% -$319K 0.3% 81
2019
Q2 		$8.31M Sell
742,373
-22,214
-3% -$242K 0.3% 71
2019
Q1 		$8.2M Sell
764,587
-271,894
-26% -$2.87M 0.3% 72
2018
Q4 		$10.5M Sell
1,036,481
-8,230
-0.8% -$85.3K 0.43% 45
2018
Q3 		$11.3M Buy
1,044,711
+600
+0.1% +$6.6K 0.46% 50
2018
Q2 		$11.7M Sell
1,044,111
-10,375
-1% -$116K 0.51% 44
2018
Q1 		$11.9M Sell
1,054,486
-42,722
-4% -$490K 0.54% 51
2017
Q4 		$12.5M Sell
1,097,208
-144,355
-12% -$1.63M 0.58% 51
2017
Q3 		$14M Sell
1,241,563
-4,380
-0.4% -$49K 0.71% 45
2017
Q2 		$13.7M Sell
1,245,943
-34,921
-3% -$387K 0.69% 47
2017
Q1 		$14.3M Sell
1,280,864
-22,675
-2% -$253K 0.74% 49
2016
Q4 		$14.5M Buy
1,303,539
+195,519
+18% +$2.16M 0.83% 47
2016
Q3 		$12.4M Sell
1,108,020
-652,962
-37% -$7.3M 0.66% 58
2016
Q2 		$19.6M Sell
1,760,982
-27,529
-2% -$303K 1% 34
2016
Q1 		$19.8M Sell
1,788,511
-77,496
-4% -$804K 0.9% 37
2015
Q4 		$19.2M Sell
1,866,007
-276,481
-13% -$2.88M 0.86% 39
2015
Q3 		$22.3M Sell
2,142,488
-551,397
-20% -$5.97M 1.03% 30
2015
Q2 		$30.1M Buy
2,693,885
+16,749
+0.6% +$190K 1.41% 18
2015
Q1 		$30.4M Buy
2,677,136
+73,101
+3% +$829K 1.41% 18
2014
Q4 		$29.4M Sell
2,604,035
-16,256
-0.6% -$186K 1.39% 17
2014
Q3 		$30.4M Sell
2,620,291
-27,043
-1% -$325K 1.47% 18
2014
Q2 		$32.6M Buy
2,647,334
+343,372
+15% +$4.12M 1.57% 15
2014
Q1 		$26.8M Buy
2,303,962
+766,321
+50% +$8.86M 1.39% 17
2013
Q4 		$17.3M Buy
1,537,641
+20,260
+1% +$233K 0.96% 28
2013
Q3 		$17.6M Buy
1,517,381
+79,528
+6% +$928K 1.12% 24
2013
Q2 		$17M Buy
+1,437,853
New +$18.4M 1.19% 26

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
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

Karpus Investment Management's WIW Position: Q4 2024 in Review

Karpus Investment Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2024, closing a stake of 12,500 shares — an estimated $111K sold.

Karpus Investment Management first reported a position in WIW in Q2 2013 and held it in 42 quarters. The position peaked at $32.6M in Q2 2014. 94 funds tracked by Wall St. Rank hold WIW as of Q4 2024.

  • Karpus Investment Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2024 after selling out during the quarter.
  • Karpus Investment Management sold 12,500 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2024, an estimated $111K.
  • Karpus Investment Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2013 and held it in 42 quarters.
  • Karpus Investment Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $32.6M in Q2 2014.
  • 94 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2024.

Based on Karpus Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.