Kingswood Wealth Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Kingswood Wealth Advisors’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
2025 Q1	–	Sell	-35,139	Closed	-$291K	–	834
2024 Q4	$291K	Buy	+35,139	New	+$304K	0.02%	620
2024 Q3	–	Sell	-33,707	Closed	-$287K	–	764
2024 Q2	$287K	Buy	33,707 +1,828	+6%	+$15.6K	0.03%	538
2024 Q1	$275K	Sell	31,879 -11,498	-27%	-$98.7K	0.03%	507
2023 Q4	$376K	Buy	43,377 +18,362	+73%	+$155K	0.04%	410
2023 Q3	$206K	Buy	+25,015	New	+$219K	0.04%	385

Other funds holding WIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kingswood Wealth Advisors's WIW Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2025, closing a stake of 35,139 shares — an estimated $291K sold.

Kingswood Wealth Advisors first reported a position in WIW in Q3 2023 and held it in 5 quarters. The position peaked at $376K in Q4 2023. 95 funds tracked by Wall St. Rank hold WIW as of Q1 2025.

Kingswood Wealth Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 35,139 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2025, an estimated $291K.
Kingswood Wealth Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2023 and held it in 5 quarters.
Kingswood Wealth Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $376K in Q4 2023.
95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.