Logan Stone Capital’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Logan Stone Capital’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	-48,582	Closed	-$429K	–	150
2024 Q3	$429K	Buy	+48,582	New	+$419K	0.11%	109
2024 Q1	–	Sell	-19,464	Closed	-$169K	–	180
2023 Q4	$169K	Buy	+19,464	New	+$164K	0.03%	136
2023 Q2	–	Sell	-25,176	Closed	-$230K	–	177
2023 Q1	$230K	Sell	25,176 -48,234	-66%	-$449K	0.09%	143
2022 Q4	$670K	Sell	73,410 -42,312	-37%	-$396K	0.25%	120
2022 Q3	$1.05M	Buy	+115,722	New	+$1.19M	0.69%	32

Other funds holding WIW

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

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 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

Logan Stone Capital's WIW Position: Q4 2024 in Review

Logan Stone Capital sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2024, closing a stake of 48,582 shares — an estimated $429K sold.

Logan Stone Capital first reported a position in WIW in Q3 2022 and held it in 5 quarters. The position peaked at $1.05M in Q3 2022. 94 funds tracked by Wall St. Rank hold WIW as of Q4 2024.

Logan Stone Capital reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2024 after selling out during the quarter.
Logan Stone Capital sold 48,582 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2024, an estimated $429K.
Logan Stone Capital first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2022 and held it in 5 quarters.
Logan Stone Capital's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $1.05M in Q3 2022.
94 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2024.

Based on Logan Stone Capital's 13F filing for Q4 2024, filed 14 Feb 2025.