MCM
WIW

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

MAI Capital 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
2026
Q2 		– Sell
-1,670
Closed -$14.1K – 4701
2026
Q1 		$14.1K Hold
1,670
– – ﹤0.01% 2970
2025
Q4 		$14.3K Hold
1,670
– – ﹤0.01% 2681
2025
Q3 		$14.8K Hold
1,670
– – ﹤0.01% 2551
2025
Q2 		$14.6K Hold
1,670
– – ﹤0.01% 2519
2025
Q1 		$14.7K Sell
1,670
-1,131
-40% -$9.75K ﹤0.01% 2316
2024
Q4 		$23.2K Buy
+2,801
New +$24.2K ﹤0.01% 2155

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Invesco
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

MAI Capital Management's WIW Position: Q2 2026 in Review

MAI Capital Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2026, closing a stake of 1,670 shares — an estimated $14.1K sold.

MAI Capital Management first reported a position in WIW in Q4 2024 and held it in 6 quarters. The position peaked at $23.2K in Q4 2024. 99 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

  • MAI Capital Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,670 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2026, an estimated $14.1K.
  • MAI Capital Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $23.2K in Q4 2024.
  • 99 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.