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

Kestra 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
Q1 		– Sell
-7,424
Closed -$63.8K – 4393
2025
Q4 		$63.8K Buy
+7,424
New +$65.3K ﹤0.01% 3784
2024
Q4 		– Sell
-16,592
Closed -$147K – 2831
2024
Q3 		$147K Buy
16,592
+195
+1% +$1.68K ﹤0.01% 2424
2024
Q2 		$140K Buy
+16,397
New +$140K ﹤0.01% 2480
2023
Q3 		– Sell
-11,363
Closed -$101K – 2243
2023
Q2 		$101K Buy
11,363
+504
+5% +$4.58K ﹤0.01% 1996
2023
Q1 		$99.4K Sell
10,859
-4,391
-29% -$40.9K ﹤0.01% 1953
2022
Q4 		$139K Buy
15,250
+4,923
+48% +$46K ﹤0.01% 2089
2022
Q3 		$94K Sell
10,327
-2,883
-22% -$29.6K ﹤0.01% 1985
2022
Q2 		$139K Buy
+13,210
New +$145K ﹤0.01% 1946
2022
Q1 		– Sell
-14,430
Closed -$196K – 2138
2021
Q4 		$196K Sell
14,430
-340
-2% -$4.59K ﹤0.01% 1884
2021
Q3 		$196K Sell
14,770
-41
-0.3% -$545 ﹤0.01% 1977
2021
Q2 		$194K Buy
14,811
+1,153
+8% +$14.7K ﹤0.01% 1877
2021
Q1 		$166K Sell
13,658
-435
-3% -$5.35K ﹤0.01% 1766
2020
Q4 		$173K Buy
+14,093
New +$165K ﹤0.01% 1739

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kestra Advisory Services's WIW Position: Q1 2026 in Review

Kestra Advisory Services sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2026, closing a stake of 7,424 shares — an estimated $63.8K sold.

Kestra Advisory Services first reported a position in WIW in Q4 2020 and held it in 13 quarters. The position peaked at $196K in Q4 2021. 95 funds tracked by Wall St. Rank hold WIW as of Q1 2026.

  • Kestra Advisory Services reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 7,424 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2026, an estimated $63.8K.
  • Kestra Advisory Services first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2020 and held it in 13 quarters.
  • Kestra Advisory Services's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $196K in Q4 2021.
  • 95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.