Key Financial Inc’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Key Financial Inc’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	$5.95K	Hold	708	–	–	﹤0.01%	982
2026 Q1	$5.99K	Hold	708	–	–	﹤0.01%	996
2025 Q4	$6.08K	Hold	708	–	–	﹤0.01%	995
2025 Q3	$6.32K	Hold	708	–	–	﹤0.01%	988
2025 Q2	$6.2K	Hold	708	–	–	﹤0.01%	984
2025 Q1	$6.22K	Hold	708	–	–	﹤0.01%	941
2024 Q4	$5.86K	Hold	708	–	–	﹤0.01%	945
2024 Q3	$6.26K	Hold	708	–	–	﹤0.01%	918
2024 Q2	$6.03K	Hold	708	–	–	﹤0.01%	907
2024 Q1	$6.11K	Hold	708	–	–	﹤0.01%	887
2023 Q4	$6.14K	Hold	708	–	–	﹤0.01%	862
2023 Q3	$5.83K	Hold	708	–	–	﹤0.01%	855
2023 Q2	$6.27K	Hold	708	–	–	﹤0.01%	847
2023 Q1	$6.48K	Hold	708	–	–	﹤0.01%	770
2022 Q4	$6.42K	Hold	708	–	–	﹤0.01%	734
2022 Q3	$6K	Hold	708	–	–	﹤0.01%	773
2022 Q2	$7K	Hold	708	–	–	﹤0.01%	739
2022 Q1	$9K	Hold	708	–	–	﹤0.01%	676
2021 Q4	$10K	Hold	708	–	–	0.01%	600
2021 Q3	$9K	Hold	708	–	–	0.01%	612
2021 Q2	$9K	Hold	708	–	–	0.01%	604
2021 Q1	$9K	Hold	708	–	–	0.01%	512
2020 Q4	$9K	Buy	+708	New	+$8.29K	0.01%	480
2020 Q2	–	Sell	-708	Closed	-$7K	–	649
2020 Q1	$7K	Buy	+708	New	+$7.89K	0.01%	477

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

Key Financial Inc's WIW Position: Q2 2026 in Review

Key Financial Inc held its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) position steady in Q2 2026 at 708 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Key Financial Inc first reported a position in WIW in Q1 2020 and has held it in 24 quarters since. The position peaked at $10K in Q4 2021. 99 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

Key Financial Inc held 708 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $5.95K as of Q2 2026.
Key Financial Inc left its Western Asset Inflation-Linked Opportunities & Income Fund share count unchanged in Q2 2026.
Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #982 holding.
Key Financial Inc first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $10K in Q4 2021.
99 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.